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.

Allowing other teams to request mass email campaigns can improve cross-functional collaboration and enhance your marketing strategy. The Notion team uses a template to standardize email requests and collaborate asynchronously. The template includes pre-built database views, which allow users to see the same data in different ways. By using this template, teams can encourage others to send email campaigns and keep track of relevant context.

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.

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.

Project charters are a crucial element of any project and play a vital role in setting the direction of your venture. They serve as a tool to align sponsors, stakeholders, and the team, and provide a clear overview of the project's scope, objectives, and participants. Use this template to create a dynamic project charter that stays relevant throughout the project.

At Notion, our sales team uses a weekly digest to keep everyone informed about the latest metrics, product updates, upcoming events, and more. We create consistency by using the database template feature and filling out action items with weekly to-do's. This template helps us host our weekly sales sync and makes complex collaboration easy and enjoyable.

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.

This tool allows you to centralize responses to common support questions, so that they are easily accessible to everyone on your team. Each response is represented as its own page within the system, where you can add any content you want, including notes, images, and more. This makes it easy to quickly find the information you need to resolve customer inquiries.

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.

Hotswap is using their product to help companies gain new customers. As a rapidly growing startup, they rely on the popular customer relationship management tool, Notion. In a recent webinar, we had a Notion expert, Marie Poulin, review and improve Hotswap's CRM in real-time. By using their template, you can streamline your customer pipeline and make sales easier.

This template can be used to keep all of your sales documentation and projects organized and in one place. Simply replace the sample content with your own information to get started. By using this template, you can ensure that all of your sales-related information is easy to find and access, which can help you stay organized and on top of your tasks. This can save you time and help you be more productive, so you can focus on what matters most: growing your business.