Ultimate Business Planner + Client Portal
About this template
The Ultimate Business Planner is a comprehensive Notion template designed for entrepreneurs, freelancers, and small business owners who want to manage all aspects of their business in one place. From business essentials to productivity tracking, client management, and sales strategies, this template has it all.
Key Features:
• Business Essentials: Manage your core operations with sections for your business’s foundation, team organization, and invoices.
• Client Management: Keep track of your clients with a CRM, dedicated client portals, and tools to manage meetings seamlessly.
• Productivity Tools: Set goals, organize projects, and streamline tasks with an intuitive task manager.
• Sales & Marketing: Plan marketing strategies, content creation, and build a brand identity to boost your visibility.
• Tools & Resources: Use an AI prompt library, a notebook for ideas, and a learning section to sharpen your skills.
• Client Portal: Share customized, secure spaces with your clients to enhance collaboration and communication.
Additional Highlights:
• Navigation Panel: Quickly access different sections with ease.
• Daily Focus Section: Stay on top of today’s priorities with a task tracker showing priorities and progress statuses.
• Fully customizable, user-friendly, and designed with efficiency in mind.
This template is perfect for anyone looking to centralize their business operations, improve productivity, and elevate client management, all in one beautifully organized workspace.
