If you're looking for a way to keep your client projects, prospecting, contacts, financials, distribution channels, and performance organized and accessible, consider using a system of linked workspaces. This system has over 55 workspaces that can help you stay on top of all your important information. You can consolidate your planning and strategy using persona templates, positioning boards, pricing information, and competitor research. Plus, you can quickly generate fresh client portals, plan large campaign timelines, and assign specific tasks to your team members. All of these features can help you streamline your work and keep everything in one convenient place.

This template is an essential tool for anyone looking to create detailed and effective customer journey maps. Unlike traditional 5x5 grids, it allows you to use Notion's infinite canvas to map out rich and complex customer journeys that convert. With this template, you can easily map out key stages in the user journey, target personas, goals and pain points, actions and endpoints, use cases and touch points, key projects and campaigns, and even surveys, targets, and KPIs. Whether you're working on marketing or product strategy, this template is a valuable resource.

This template allows you to understand the value of a product, campaign, or project by calculating its relative return on investment. It takes into account other factors beyond just monetary investment and earnings, allowing you to make more informed decisions about where to continue investing and how to iterate. With this template, you can gain a better understanding of the overall value of your product, campaign, or project.

Keep track of the progress of your daily support tasks with this tool. Each task can be assigned to one or multiple people, and can include information such as priority level, tags, and a due date. Each task is represented as its own page in the system, where you can add notes, documentation, images, and even sub-tasks to keep track of everything related to the task.

Your sales funnel doesn't have to be complex or difficult to use. Notion provides a simple, clean interface that lets you track only the information you need to manage your leads. Each record is a separate Notion page, where you can keep notes on every interaction with a potential customer. This template provides a basic starting point that you can customize to fit your specific needs. With Notion, you can manage your sales funnel in a way that is intuitive and straightforward.

The product offers a time-saving solution with 20 templates that can be set up quickly and easily customized to match a client's brand. Export options include PDF, and users can collaborate directly within the platform. The product is available in multiple languages.

Customer references and testimonials can help build trust and let potential users know that others are already using the product. Managing marketing permissions and maintaining contact information for different companies can quickly become complicated. This template can help you keep track of company references and create a customer knowledge base to streamline this process.

This resource is designed for the Notion community and provides pre-built automations for common workflows. Building automations requires some skill, but figuring out what to automate can be challenging. The Notion Automation Hub makes it easy to get started with automations by providing a variety of resources, including an automations datalog, database templates, learning resources, and a creator library. With just a few clicks, users can begin automating their workflows and saving time.

As a talent agency, it's important to keep track of your talent roster and their information in order to effectively market and find work for them. This talent agency CRM simplifies the process of pitching your talent by allowing you to embed viewership metrics, channel genre, and more. Use this template to create an interactive talent roster that you can share with anyone, and easily market your creative professionals. This template will help you manage your talent roster and make it easier to find success for your clients.

Raising funds is an essential activity for nonprofits. While fundraising can be a valuable source of revenue, it can also be time-consuming. With this template, your team can keep track of every individual and foundation/corporation involved in fundraising to ensure that everything is on track. The template is designed to make the entire process simple, providing a clear indication of the status of each fundraising effort, who is leading it, when the expected closing date is, and much more.

Your sales team works hard to develop strategies, follow up with prospects, provide demos, and more, but it can be difficult to keep track of all the information and documents that are generated during the sales process. Here at Notion, our sales team uses this template to consolidate all the documents required to complete a sale, from beginning to end. With Notion's database feature, it's easy to track document status, next steps, and due dates, ensuring that everyone has the information they need to stay on track and get reviews completed on time. By using this template, teams can streamline their sales process and stay organized throughout the entire cycle.

This template can be used by businesses and marketers to quickly score and prioritize marketing ideas. By using this system, you can focus on the strategies that are most likely to bring a return on your effort while reducing costs and maximizing impact. At onAutopilot marketing, we use this template to help our clients effectively manage their marketing efforts.