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.

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.

A standard operating procedure (SOP) is a document that outlines how certain tasks or processes should be carried out within a company. Although SOPs can be used for a variety of purposes, the most effective ones share certain characteristics. Here, we have outlined these characteristics to help your team customize this SOP to meet the needs of various departments.

This system allows you to organize your clients, projects, and tasks in one place. By being well-organized, you can manage your projects more efficiently and handle your orders professionally.

This template provides a central location for tracking documents, tasks, hours, and invoices. It allows users to organize and manage their work efficiently and effectively. With this template, users can stay on top of their workload and avoid missing important deadlines or details.

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.

Sales OS is a system that helps you manage your sales process by tracking contacts, orders, products, and more in one place. With this tool, you can track your sales revenue on a weekly basis and manage your documentation process. Additionally, you can learn how to integrate this system with the most commonly used sales tools. This can help streamline your sales operations and make it easier to manage your business.

This template from another company can help you manage your agency or freelancer clients effectively and keep them informed about progress on their projects. Share this page with your clients so they can always access the most important information. The template includes: A team contacts section so your client knows who to contact about different topics. A build progress section to provide a simple status update so clients can check the progress at any time. This section also includes status notes for additional details. Discovery, deliverables, and asset sections to help you organize and share important information with your clients.

Freelancer OS is an all-in-one operating system designed to help manage projects, customers, finances, and more. With this comprehensive dashboard, freelancers can avoid the need to sync with multiple services because everything is in one place. It provides a way for freelance businesses to become more organized and efficient.

This product is designed to help business owners comply with the GDPR. It provides comprehensive video explainers to ensure that nothing important is missed, as well as access to pre-built templates, checklists, structured records, and an actionable toolbox. In the end, users will be able to inform their customers about how their data is kept safe with privacy and cookie policies, a list of subprocessors, and data processing agreements.

At Notion, our customer experience team uses this template to keep track of upcoming launches and check off to-do's in an asynchronous manner. Each launch has its own dedicated page that contains a thorough checklist with properties such as status, due date, DRI, and more. With the pre-built database views, you can easily see the same checklist in different ways. This template helps to streamline future launches and improve collaboration on project tasks.