Client Management Workflow (Notion Template for Freelancers)

Keep all your clients, projects and tasks in one clean Notion dashboard instead of ten different apps.

Manage your work with less effort

A notion system tailored to freelancers helping you keeping all the informations in one place

Before you think of scaling your brand, you need solid system to say organized

The Client Management Workflow Includes:

🏠 Main Dashboard – your daily HQ

- Start Here section so you know exactly how to begin

- Quick Action buttons to add a new client, project or task in one click

- Clients block with views for Active / Archived / All

- Projects block with views for Active / Not started / Archived

- Active Tasks with two useful views:

- tasks due Today

- tasks due in the next 7 days

- Deadlines panel that shows upcoming project due dates

- Today / Tomorrow / In 7 days / In 30 days

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👤 Clients database

- Name, business type, contact email, website

- Status (Lead / Active / Past)

- Where they came from (Instagram, referral, cold outreach, etc.)

- Link to project folders or files

Each client page comes with a simple template:

- Short Summary of who they are and what you do for them

- Active projects – automatically shows all ongoing work for that client

- Past projects – completed work history

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#### 🎯 Projects database

- Client

- Start date, deadline and actual end date

- Package / type of work

- Budget

- Priority

- Status (Not started / In progress / Complete)

- Linked tasks

Each project page uses a template that gives you:

- Start Here section to set client, dates and key project info

- Space for project links (contract, file folder, design file, etc.)

- A Tasks for this project section that shows only the tasks connected to this project

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#### ✅ Tasks database

Each task has:

- Name

- Linked Project (and Client via rollup)

- Phase / category

- Priority

- Status (To do / In progress / Done)

- Due date

- Estimated and actual time (optional – useful if you want to track how long things really take)

Who this template is for

This is for you if:

- You’re a freelancer (designer, marketer, developer, copywriter, etc.) who works with multiple clients

- You like Notion but don’t want to build a full system from scratch

- You want a simple way to see:

- which clients are active

- which projects are on your plate

- what you should work on today

The template works on the free version of Notion, and you can customise any part of it to match your own workflow.