Professional Services templates

Discover Notion templates for professional services, perfect for small businesses offering client-based services. Manage projects, track time, and organize client details with tools like invoicing templates, project dashboards, and client relationship trackers to streamline operations and deliver exceptional service.

127 Templates
A template preview for Ultimate Agency OS
A template preview for Customer Management OS | Deluxe Edition
A template preview for Agile Agency Kit
A template preview for Client Portal Toolkit
A template preview for Client Portal
A template preview for Coaching Business OS
A template preview for Client Portal
A template preview for Intro Meeting Recap (For Client)
A template preview for Client Portal
A template preview for CRM Plus
A template preview for Complete Project Management System (CPMS)
A template preview for All-in-One Coaching Kit | Launch Online Business
A template preview for Client Portal
A template preview for Digital Agency Meetings Dashboards
A template preview for Client Portal
A template preview for The Ultimate Graphic Design Dashboard
A template preview for Freelancer Second Brain
A template preview for Project Management OS
A template preview for Agency Hub
A template preview for Business Management Hub
A template preview for Project Tracker & Client Portal
A template preview for All-In-One Agency Workspace
A template preview for Freelance Income and Expense Tracker
A template preview for Freelancer OS - [Light Mode]

FAQs

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How do I submit my template to the Notion Template Gallery?

To submit a template to the gallery, go to notion.com/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

  • Pages — Update the page cover photo, add/change an icon, and change the page title.

  • Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

  • Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

  • Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

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