Freelance Business OS for Notion
Notion template · works on Notion's free plan
$19.00
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- Clients + lead pipeline
- Follow-up reminders
- Projects: profit + earned per hour
- Invoices: sent, overdue, paid
- Money in + out by month
- Today panel on your home page
Instant delivery: you get a link - click Duplicate and it's added to your own Notion workspace. Questions? wischavenindustries@gmail.com
Run Your Freelance Business In One Notion Workspace.
WHY THIS ONE
- The numbers are done for you: hours, project value, costs, profit and what you REALLY earned per hour on every project, hourly or flat fee.
- Nothing slips: a Today panel on your home page shows money to collect, follow-ups due and deadlines this week.
- Tested: every formula is checked against worked examples before it ships.
- Buy once: no subscription. Works on Notion's free plan.
WHAT'S INSIDE
- 01 Clients & Pipeline: every lead and client with a stage (Lead, Contacted, Proposal sent, Active), a Next follow-up date and a Follow-up column (Overdue, Due today or the date). Billed, Paid and OWED add up from their invoices.
- 02 Projects & Time: hourly or flat-fee projects, deadlines (days left or days late), a time log (untick Billable for unpaid time) and a "What each project really paid" view: hours, value, costs, profit, earned per hour.
- 03 Invoices: amount, sent and due dates. Status shows Draft, Sent, Due soon, Overdue (with days late) or Paid.
- 04 Expenses: business costs, linked to a project to count against its profit.
- 05 Money by Month: money in (paid invoices) and money out (expenses), grouped by month with totals.
- 06 Services & Pricing: your price list, linked to projects.
- 07 Start Here: step-by-step setup (about 5 minutes) and a simple daily and weekly routine.
- Sample clients, projects and invoices so you can see how it all connects, then delete them.
WHAT THIS IS NOT (no surprises)
- Not accounting or tax software, and it doesn't email invoices for you.
- Notion only (not Google Sheets or Excel). Looks best on a computer; works on tablet and phone too.
What You Get: a PDF with your private link. Open it, click Duplicate, and the template is added to your own Notion workspace. Digital product.
Great for: Notion Template, Freelance Template, Notion CRM, Client Tracker, Invoice Tracker, Freelancer Planner, Project Tracker, Time Tracker, Small Business, Notion Dashboard, Lead Tracker, Business Planner, Freelancer Gift