Top 10 Paid Collaborative Session Templates

This comprehensive Notion template streamlines client and project management, benefiting individuals, teams, and companies in several ways. It enables efficient organization of client details, project tracking, task assignment, and document management. By providing a centralized platform with intuitive interfaces and customizable features, it saves time, improves collaboration, and maximizes productivity. With quick access to key sections and pre-defined views, it facilitates seamless workflow management and ensures timely completion of projects.

Advanced Version (Sprints Included)
🤍 This version will work well for bigger teams of 3-10 people and every team size with a strong focus on product development. You would want to consider this version if you are looking for a way to have focused timeframes, efficient planning, and strong collaboration among members.*

- Main Dashboard: A user-friendly homepage with easy access to all important aspects of your projects and tasks with a handy navigation bar.

- Projects: Store your projects, view them in timeline view, and move them through different stages here! Each project is connected to tasks so that you can track your progress, hours spent, plan & review.

- Tasks & Sub-Tasks: Tasks are categorized into projects and grouped in status. Sub-tasks are designed to break down your large tasks into smaller sections!

- Team: Record your team’s directory, working hours, and contact information on this page.

- Calendars: All calendars in one place, from dated tasks, projects, and team calendars.

- Sprints Planning: Sprints are designed to complete tasks within a planned timeframe. Each sprint includes a planning section where you can easily assign relevant tasks.

- Sprint Board & Tasks: Find your current sprint task board right here. This structure promotes focused work and efficient time management.

- Advanced Metrics & Statistics: Track sprint time distribution, future & current sprint tasks, & performance of in-progress projects.

Delivering features quickly during a sprint is important, but ensuring they meet client needs and are easily understood is equally crucial. Sometimes, even a seemingly successful sprint with many features delivered can fall short if the client doesn't grasp the value or functionality.

The ULTIMATE all-in-one system for agencies. Document processes, host client portals, plan quarters, recruit staff, manage projects: grow your agency. System honed over 50+ Notion clients.

Key Features:

📅 Meetings Tracker: Keep track of client meetings, including dates, attendees, agenda, and action items. Ensure smooth communication and alignment with clients throughout the project lifecycle.

📊 Project Tracker: Maintain a centralized project tracker to monitor the progress, tasks, and milestones of each project. Assign responsibilities, set deadlines, and track the completion of project deliverables.

📝 Project Proposal Maker: Create professional and compelling project proposals using the dedicated section. Include project objectives, scope, timeline, and cost estimates to present a comprehensive proposal to clients.
💵 Invoice Maker and Database: Generate customized invoices for your clients within the template. Track invoice details, payment status, and due dates to stay on top of your financials. Maintain an organized invoice database for easy reference.

🔍 Competitor Database: Maintain a database of your clients' competitors, including key information such as company name, industry, strengths, weaknesses, and market positioning. Use this data to provide valuable insights and strategic recommendations.

🔒 Password Manager: Safely store and manage client login credentials, sensitive information, and project-specific passwords in a secure password manager section. Ensure easy access while maintaining data security.

This template is perfect for keeping all of your 1:1 notes and docs in one place. The template button automatically create prompts for your talking points, meeting notes, and action items. Use this template to simplify note-taking and always be ready for your next meeting.

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What's Included:
Client Portal
Project Proposal Template
Contract & Invoice Management
Resources & Calendar Integration
Onboarding & Offboarding Kit
Meetings & Deliverables Tracking
Feedback Template

Keep in sync with your team.

We realise it's hard to keep in sync with your team and fixing issues, completing projects and following a roadmap.

That is why Sync will help you to ease your project management by providing a personalised Inbox for your ongoing tasks.

You can now create roadmaps, start a new project and assign new issues, all while staying in sync with your team members.

I know firsthand how challenging it can be to keep track of everything when managing a design team. But with these templates, it's a total game-changer. They've been tried and tested by my team, and they include easy-to-follow practices such as weekly planning meetings, design critique sessions, and setting weekly goals.

But that's not all. One of the most significant advantages that these templates provide is automation. They help make the processes self-sustaining. Plus, they bring the team together and promote transparency.

So, if you're tired of feeling overwhelmed and disorganised with your design team, you need to try these Notion templates.

Provides small teams and solopreneurs a proven framework of sprints to execute work faster, more frequently, and make projects manageable. It is accompanied with templates and dashboards that allow you to seamlessly conduct standups, sprint planning, reviews, and retrospective.