So, these were the pages that I use during the Lead Development stage. I have even added Pay via PayPal and Pay via Stripe buttons to make it easy for my clients to quickly send over the payments. I fill in all the necessary information on this page and export it as a PDF. Just like Proposals, I also create my invoices using Notion.
Define notion professional#
That’s how quickly I can whip out a professional Proposal for my clients. I simply open it, fill in my information, and export the page as a PDF. I create all my proposals using Notion now and this is the template I use for it.Īs you can see, this page has all the necessary sections needed to create a proposal. Then, I calculate the sum of all those tasks in the Estimated Cost column using the Rollup property in Notion.
I do this using by creating a Relation property column named All Tasks where I add all the tasks. This table pulls the total Estimated Costs of all the tasks from the Tasks table. The last column then calculates the total cost for the task.Ībove this table is another table named Estimated Cost. It has columns that allow me to add my daily rate for the task along with the number of days I’d be working on it. This page consists of a table named Tasks where I add all the Tasks I’d have to do for this project. Just like the Discovery Session, I either give page access to the client or write the answers myself.
I created a template once for all types of questionnaires and it works like magic all the time. I don’t have to create questionnaires repeatedly for each project. This will automatically add all the questions I ask my clients during a web design project. So, if it’s a Web Design project, I’ll click on the Add New Web Design Questionnaire button: It has 3 template buttons for different types of questionnaires. In cases where I have to conduct the discovery session on call, I simply ask them the questions and write the answers they give me on call. This way, I can understand my client and their business clearly. Whenever I conduct the Discovery Session, I send over this page to the client and ask them to fill it out. This is a simple page with questions about the client and their business. The Lead Development section includes everything that would be required for me to nurture, develop, and close the lead. It’s divided into two sections: Lead Development and Project Dashboard. This template includes all the pages and databases that would be required for me to manage the project. Whenever a client is moved to the Lead Development status, I open the client’s page and click on the Process Template as shown below: Let’s get to the best part now! It took me a lot of research and planning to make this. Where and how do you manage the project in Notion? So, whenever I change a client’s status to Project in Progress, it automatically displays the client in the Active Projects database.īut Ahfaz, this is just a CRM. This table is quite extensive because every client I come across or work with gets added here.īelow my pipeline is a linked database for this table that only displays Active Projects. Whenever I have a lead, I add it to my Pipeline. The Pipeline table is where I add all my clients (both active and inactive). This is the page from where I manage all my projects and clients.Īs you can see from the screenshot, the page has a table named Pipeline and a linked database for the same. Moving on to the biggest page in my workspace which is the CRM. Whatever task I have in mind, I add it to this table. This table which I named Tasks Backlog is basically a backlog of all the work I have to do. Let’s first take a look at the second table. I’ve tried using different methods for task management but found this one to be less distracting and easy to manage.Īs you can see from the above image, I have two tables where my tasks are listed. The Action Center is where I manage all my tasks. Now, I’ll jump into each page and share with you what’s inside them. I can get to any page I want without getting confused or overwhelmed. That’s why I’ve kept my Notion setup very simple with only a few pages.īut the way these pages are set up, helps me unleash the creative monster inside of me.Īs you can see, it’s a very clean and minimal setup with no distracting elements. You want your workspace to work for you and not against you. When you try to complicate everything inside Notion and create an advanced setup, it becomes overwhelming very soon. I’ve come across many Notion templates, tutorials, and whatnot to organize my work but there’s always one problem in many of those templates:
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