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.

At Crowdcast, we believe that intentionally designed workspaces lead to better work. This template allows teams to pull information from multiple sources to create a personalized dashboard. Each team can set up their own dashboard with the information that is most important to them. For example, the sales team could track their high-priority deals by status, while the marketing team could see editorial projects by month. This template can help drive remote collaboration and build transparency across your organization. By using it, you can ensure that everyone has the information they need to do their best work.

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 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.

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 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.

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.

These four interconnected templates provide journalists with a complete set of tools for conducting research, interviews, and writing articles. They allow you to keep your research notes and interviews organized alongside your article drafts, so you can easily reference and incorporate them into your writing. The templates also enable you to track your sources, including their contact information and the interviews and meetings you have had with them. This helps you stay organized and efficient throughout the research and writing process.

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.

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.

To create and store team processes in a central and searchable location, you can use a product from another company that specializes in this type of solution. This product allows you to create and store your team's processes in one place, making it easy to search and access them whenever you need them. With this product, you can streamline your team's workflow and ensure that everyone has access to the information they need to be productive and effective.