Simple Client Tracker Notion Template Walkthrough

Get the Simple Client Tracker Notion template here: www.etsy.com/c...
or here: nimblemarketer...
Here's everything that's included in the Notion Client Tracker Template:
CLIENTS DATABASE: Add clients and track key details like lead source, associated projects, business info, and more. Each client has their own page where you can get a quick look at their projects and tasks.
PROJECTS DATABASE: Add new projects and assign them to a client. Track the project/deal from first meeting to completed project (you can also customize the stages of the sales process). Document whether each project is a fixed-rate or hourly-rate project, and track the total project value. See which tasks are associated with each project.
TASKS DATABASE: Assign tasks and due dates so you can track them on the calendar and dashboards. Never miss another deadline.
DASHBOARDS: Get a bird’s-eye view of your tasks, understand your best lead sources, payment received (overall and by client), and track unpaid invoices.
MONTHLY & WEEKLY TASK CALENDAR: View your incomplete tasks by due date.
NOTES SECTION: Jot down quick notes or ideas.
VIDEO WALKTHROUGHS: Get a quick video intro to each of the features.

[@jennydgay]

I think your template might be very useful for helping me manage my tutoring business. I have some questions about how I would use the project vs task databases on my specific situation. Are you available to discuss what I am needing and if you think I will be able to use this to meet my needs?

[@NimbleMarketer]

Hey Jenny, I'd be happy to discuss this with you. Can you email me at [e-mail] so we can set up a time? Thanks!