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.

The product simplifies the process of creating proposals for freelancers. Traditional methods can be time-consuming and online tools can be overly complicated and expensive. The product allows users to easily create mobile responsive proposals and manage them in a MiniCRM. It also enables users to easily reuse and interlink existing content. Overall, the user experience is more user-friendly than other solutions.

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.

To create a professional proposal for a new project, it can be helpful to gather all relevant content in one place and share it with your team and client. This can make it easier to communicate with agencies, freelancers, and clients and ensure that everyone is on the same page. A well-written proposal can help set the tone for the project and establish a clear plan of action.

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.

With this template, it's easy to stay connected with the people who matter most to you. The template lets you see who you haven't talked to in a while, set reminders to reach out, take notes on what to follow up on, and view your favorite memories in a gallery. It also helps you assess the value of each relationship from different angles, such as shared interests, qualities, and how you feel around the person. This makes it easier to decide whether a relationship is still worth your time and energy.

This template is perfect for landlords, real estate investors, and property managers who want to be able to easily keep track of their investments. It offers a dashboard that helps you manage your property portfolio, tenants, bills, and transactions all in one place. Whether you are a small landlord with a few properties or a large property manager with a large portfolio, this template is the perfect tool to help you stay organized and on top of your investments.

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.

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.

This template provides resources and guidance for startup founders looking to build their founding team. It includes an interview CRM template to help founders understand what kind of co-founder they need, as well as an equity calculator to provide guidance for equity splitting discussions. The step-by-step instructions make it easy for founders to find the right co-founders and get their startup off the ground.

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.