Notion Business Planner for Freelancers & Small Businesses | CRM & Project Management Dashboard
Notion Template Business Planner for Freelancers & Service-Based Businesses (All-in-One CRM & Project Management System)
This powerful Notion dashboard is designed to help you manage clients, projects, tasks, finances, and marketing from one connected system.
Built as a complete system, this workspace replaces scattered tools with a single, organized dashboard for client management, project management, and daily operations - all inside Notion.
Perfect for freelancers, consultants, agencies, and small business owners looking for a customizable Notion planner to run their business with clarity and control.
⭐ Works perfectly with a FREE Notion account! ⭐
## KEY FEATURES
✅ All-in-One Notion Dashboard – Run your entire business from one place
✅ 50+ Interconnected Pages – Fully integrated business system
✅ Built-in CRM & Client Tracker – Manage leads, clients, and relationships
✅ Project Management System – Track projects, tasks, timelines, and deliverables
✅ Automated Formulas – Track income, expenses, and profitability
✅ Ready-to-Use Templates – Pre-built databases and workflows
✅ Easy Customization – Adapt the Notion template to your business
✅ Lifetime Updates – Future improvements included
✅ Step-by-Step Setup Guide – Clear instructions for every section
## WHAT’S INCLUDED
1. BUSINESS
A complete foundation to plan, structure, and grow your business.
- Business Plan & Setup – Step-by-step business structure inside Notion
- Business Goals Tracker – Set, track, and review business objectives
- Services & Packages – Define offers, pricing, and scope
- Brand Foundation – Clarify vision, values, positioning, and messaging
- Brand Guidelines – Centralize brand visuals and voice
- Resources Hub – SOPs, templates, tools, and references
- Highlights – Track wins, milestones, and testimonials
- Monthly Review – Reflect, analyze, and plan with clarity
2. CLIENTS & PROJECTS
- Client Pipeline – Track leads from inquiry to conversion
- Client Tracker – Centralized client information and history
- Projects – Full project management with milestones and phases
- Proposals – Organize and track proposals
- Contracts – Store signed agreements in one place
- Invoices – Link invoices directly to clients and projects
- Meetings – Log calls, notes, and follow-ups
- Time Sheet – Track billable and non-billable hours
- Communication Log – Keep all client communication organized
Perfect for freelancers and agencies needing a Notion CRM and project manager in one dashboard.
3. PRODUCTIVITY
Stay focused, organized, and consistent with a complete productivity system.
- Task Manager – Manage daily tasks and priorities
- Day Planner – Plan focused workdays
- Week Planner – Organize weekly workload
- Month Planner – High-level monthly planning
- Routine Tracker – Build and maintain productive habits
- Idea Dump – Capture ideas instantly
- Learning Tracker – Track skills, courses, and growth
This section turns your workspace into a powerful Notion task manager and productivity planner.
4. MARKETING
Plan and manage your business marketing without chaos.
- Content Planner – Organize marketing content ideas
- Marketing Campaigns – Plan launches and promotions
- Paid Ads Tracker – Track ad spend and performance
- Referral Program – Manage referrals and incentives
- Personal Website Planner – Plan website content and structure
- Portfolio – Showcase projects and case studies
- Events – Track workshops, networking, and launches
Everything stays connected inside your Notion business dashboard.
5. FINANCE
Designed to support small business finances without complicated spreadsheets.
- Income Log – Record all income sources
- Expense Log – Track business expenses
- Transaction Categories – Organized financial reporting
- Subscription Tracker – Never miss a recurring payment
- Monthly & Yearly Financial Overview – Automated summaries
- Project Financials – Track profit per project
⬇️ View the full template preview here :
💡 How It Works
1️⃣ After your purchase, you’ll instantly receive a PDF with a link to access your Notion template. I have included a setup guide that includes step-by-step instructions to set up the template & many other tips.
2️⃣ You’ll need to create a free Notion account, if you don’t already have one. Then, simply duplicate the template to your own Notion workspace.
3️⃣ Helpful tips are included inside the template to guide you through its features and ensure you make the most of it.
4️⃣ You can start using it right away! It’s fully customizable to match your brand and workflow..
⚠️ Please Note
This is a digital Notion template, not a physical product.
The template is designed to be easy to use, but having some basic understanding of Notion will make your experience smoother.
The template works best on a desktop or laptop. It’s mobile-friendly, but the layout may look different on smaller screens.
Due to the digital nature of the product, all sales are final and non-refundable.
❓Questions before buying?
Feel free to message me, I’m happy to help or send you a preview link!
Copyright 2026© Sorted Sapling
For personal use only. This template, whether in its original or modified form, may not be reproduced, distributed, or resold without explicit permission. Violation of these terms may result in legal action.