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 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.

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.

If you try to appeal to everyone, you may not effectively reach anyone. This Notion template can help you identify the best target audience to help your business grow.

This template allows you to register, schedule, manage, and communicate with volunteers. It keeps records of their background information, history of interactions, contact information, and availability. This provides a clear overview that saves time and allows you to see all relevant information about your volunteers in one place.

This product is designed to help people maintain their personal connections. With so many people to keep in touch with, it can be difficult to remember everyone and stay connected. This personal rolodex allows users to track the people they want to stay in contact with, making it easy to remember key details, personal preferences, and the last time they were in touch. This helps users to reach out and maintain their relationships with ease.

Keep track of details and notes on your nonprofit's donors in this shared database from another company.

A deal room is a private space where you can manage and organize your pitch decks, leads and deals, and store proposals and contracts. This template can help you keep track of all your sales prospects in one place, so you can focus on the deals that are most important to you.

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 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.

This template is designed to help you keep track of all the people you meet, along with information about them, such as when to reach out and what to talk about. This tool is intended to be a secret weapon that allows you to always follow up and make a good impression. With this template, you'll be able to know exactly what to say and do to make professional connections and build strong relationships.