Freelance Dashboard: Tasks Projects CRM Finances
Über diese Vorlage
Manage and streamline your Freelance Business with this All-In-One Dashboard and CRM! This Notion planner is designed to maximise productivity, and set you up for success!
➜ HOW IT WORKS
1. PURCHASE the item and download the PDF with the link to access the template.
You will need a FREE Notion account to download and edit the template.
2. DUPLICATE the template to your Notion workspace to start editing.
3. EASY SET-UP: Follow the instructions to set up the template!
➜ WHAT'S INCLUDED
• FREELANCE DASHBOARD with easy access to every section + overview of your weekly tasks, projects and meetings
• BRAND HUB dedicated to defining your Brand Mission, Visual Identity and Target Audience. Collect and access your Brand assets and resources, set clear Goals for your business and create an action plan to achieve them
• SERVICES page to organise all your services and packages with relative prices
• LEARNING HUB to organise all your courses
• TESTIMONIALS page dedicated to collecting your client reviews
• PROJECT HUB to manage all projects, and visualize their timeline, progress, tasks and documents.
• CLIENT HUB & CRM system to manage all clients in every stage of the pipeline, organise meetings and define your own client acquisition
• FINANCE TRACKER to keep track of your finances. Includes an expense tracker, earning tracker and a subscription tracker
• WORK LOGBOOK to log all working hours and create invoices accordingly
• CONTENT PLANNER to create and execute a successful social media strategy and create your content calendar
• TEMPLATES for every major Social Media platform, invoices, and several important documents (e.g. brand questionnaire, contract, NDA, design brief etc).
➜ IMPORTANT
NOTES
• REFUNDS - Due to the digital nature of the product, we can offer no refunds. All sales are final. However, customer satisfaction is our priority, so please reach out if you have any issues with your order!
• DIGITAL FILE - You are purchasing a digital download. No item will be shipped to you.
• NOTION - You will need a FREE Notion account to use this template. A basic understanding of Notion is necessary to make use of the template. Create an account here: https://www.notion.so/
• DEVICES - The template works across all devices but is optimized for desktops and laptops. The appearance of the pages may vary compared to the listing photos when used on smaller devices.
• COPYRIGHT - All materials are copyrighted © MintCanvas Studio. This template is for personal use only. You may not resell, distribute, reproduce, or give away the template in any form even if you have made modifications. By purchasing this product you accept these terms.
Copyright ©️ 2025 MintCanvas Studio
