Client Tracker and Management Notion Template

Are you a virtual assistant, life coach, small business owner, or digital marketer looking for an easy way to manage clients, projects, and invoices all in one place? Check out this Client Tracker and Management Notion Template... your all-in-one digital planner for staying organised and stress-free!

This Notion Template is ideal for tracking clients, managing projects, and keeping your CRM, invoices, and expenses organised. You’ll also get sections for client onboarding and an address book, to make your workflow smoother than ever.

It’s a digital download, so you can start using it instantly after purchase. Perfect for anyone who loves using Notion templates and/or digital planners with style and ease. 💖

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🌜 What's Included? 🌛

✨ Client Tracker Notion Dashboard

Which includes...

• Client Tracker Dashboard
• Invoice and Expense Tracker
• Client Database (CRM)
• Sales Log Tracker
• Client Contacts / Address Book [Separate Page]
• Discovery Calls [Separate Page]
• 🍄 Video Tutorials and Overview
• 🍄 BONUS 20 Notion Banners

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🌜 How to Install🌛

After purchase, you will receive an instant downloadable PDF file including the links to your Notion template AND tutorial. (If you haven't received your files, make sure to check your junk email or email me with proof of purchase).

Clicking the URL link will open you to the template. Make sure you select "Duplicate" (the two square icons on the top right) to instantly copy to your own dashboard.

And that's it! You're free to customise it however you like. Please make sure to go through my tutorial.

If you have any questions or need help installing/using it, feel free to reach out to me through this platform or through my email: ektcreates222 [@] gmail [dot] com.

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🌜 Other Concerns🌛

Please note that this is a DIGITAL PRODUCT. No items will be shipped.

Due to it being a digital product, I don't offer refunds or exchanges.

I recommend you use this on your laptop or desktop for the best usage. But again, this works on all devices, including your tablet and mobile.

The Notion app is free, so anyone can use it as long as you make an account (again, it's free to create an account).

This is for personal use ONLY.

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Thanks for stopping by!

Cheers, 
Ellen ✨