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Solo — Freelancer Hub
Documents

Solo — Freelancer Hub

Notion command center for independent creatives and consultants

by Sofia Romano
£36

incl. VAT

Instant download · 4 files · Standard Licence included

  • Client CRM with interaction history, health indicators, and lead pipeline — one place for every client relationship
  • Project pipeline with Kanban stages, milestone checklists, file registers, and time tracking per project
  • Invoicing log covering issue date, due date, payment status, and a built-in 4-step overdue chase sequence
  • Income dashboard with monthly actuals vs. target, revenue by client and service type, and a rate card
  • Bonus resources: discovery call script, proposal checklist, contract essentials, onboarding/offboarding workflows, and 4 email templates

About this template

A complete Notion workspace for freelancers who want to run a professional, organised practice without juggling five apps. Includes a full client CRM with interaction logs and lead pipeline, a project tracker with milestone boards and time logs, an invoicing log with overdue chase sequences, and a live income dashboard against your annual revenue goal. Built in a warm clay palette with realistic sample data, reusable email templates, discovery call scripts, and proposal checklists — everything a solo designer, writer, or consultant needs from day one.

notionfreelancecrminvoicingproductivityclient-management

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