Project & Client OS | Run Your Freelance Business in Notion
Project & Client OS is a complete Notion system for freelancers and small agencies. Six connected databases run your business: Clients with lifetime-value rollups, Projects with progress % and hours logged, Tasks on a board, Invoices with days-overdue math and a due-date calendar, a Time Log tracking hours per project with billable flags, and a Client Pipeline on a board for leads.
What’s inside
- ✓Clients (7 sample rows), lifetime value rolled up from invoices automatically
- ✓Projects (7 sample rows), budgets, deadlines, progress % and hours logged, linked to clients
- ✓Tasks (9 sample rows), the work inside projects, board and table views
- ✓Invoices (7 sample rows), days-overdue formula, Draft to Paid tracking, due-date calendar
- ✓Time Log, hours per project with billable flags; know exactly what to invoice
- ✓Client Pipeline (6 sample rows), leads from first contact to Won, board view
- ✓Home Dashboard, your business at a glance, organized sections
- ✓Start Here + Pro Tips, 10-minute setup plus invoice-chase and pipeline workflow tips
How you’ll get it
Details
The Home Dashboard organizes your operation into clear sections, the Start Here guide sets you up in 10 minutes, and Pro Tips teach the workflows that get you paid, like a Friday overdue-invoice chase and moving every lead through the pipeline to Won. Formulas handle the math: days overdue on invoices and lifetime value per client, both hand-verified.
Ships with realistic freelance sample data (USD) so you see the system working before adding your real clients. Free-plan compatible, table and board views plus an invoice calendar, no clutter.
Single-user license, pay once, yours forever. You may use it in commercial projects; redistribution or resale of the product itself is not permitted.
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