Tools

17 Notion Templates For Freelancers [2023]

Gerrard Lipscombe
5
Minute Read
New
17 Notion Templates For Freelancers [2023]

Running a freelance business is, above most other things, about staying on top of multiple threads at once. Finding leads, running client projects, tracking finances; content marketing, social media, to-dosā€”freelancing is a multi-headed beast that really only becomes rewarding once you find a system to tame the experience.

Using Notion to run my freelancing business was honestly a game-changer. It let me feel like I was on top of everything for the first time (whether or not that was always entirely the case šŸ˜…).

So, in this post, I'll share 17 Notion Templates that you can add and integrate into your own workspace to help you reach that feeling of sweet organization in your freelancing business.

And, if you're interested in trying out the very same Notion OS that I used to grow my freelancing business, you can learn more about Freelancer OS here.

17 Notion Templates For Freelancers

  1. Client Portal Notion Template;
  2. Meeting Notes Database;
  3. Sales Pipeline & CRM;
  4. Project Proposals Template;
  5. Freelance Rate Calculator;
  6. Client On-boarding Flow;
  7. Lean Canvas Template;
  8. Eisenhower Matrix Template;
  9. SMART Goals Tracker;
  10. Invoicing Tracker Template;
  11. Brand Positioning Matrix;
  12. User Personas Template;
  13. Competitor Analysis Template;
  14. Project Prioritizer;
  15. Email Marketing Hub;
  16. Landing Page Template;
  17. Brainstorming & Ideation Workspace.

Let's take a closer look at each, below.


1. Client Portal Notion Template

Using Notion as a Client Portal was a big unlock for me in my freelancing work. This template is the same one I used with my consulting and marketing strategy clients--it includes a workspace for tracking project timelines, tasks, shared documents, passwords and any other on-boarding documentation that will help at project kickoff.

2. Meeting Notes Database

If you're like me, you probably attend a lot of meetings with potential clients, collaborators, and referral sources. This Notion template helps you keep track of all those meetings in one place. It includes fields for meeting notes, follow-up items, and next steps.

3. Sales Pipeline & CRM

A sales pipeline is a great way to keep track of your sales process and make sure you're following up with leads in a timely manner. This Notion template includes a sales pipeline, a CRM system, and filterable contact properties to help you stay on top of your sales process.

4. Project Proposals Template

If you're looking for a Notion template to help you with proposals, this is a great option. It includes templates for project proposals, client contracts, and invoices. You can also use it to track your proposal writing process so you can stay on top of deadlines and deliverables.

5. Freelance Rate Calculator

This Notion template helps you calculate your freelance rates so you can be sure you're charging what you're worth. It includes a rate calculator, made in Causal, that you can use to create estimates for your daily and hourly rates.

6. Client On-boarding Flow

This Notion template is designed to help you streamline your client on-boarding process. It includes templates for mapping out the customer or client journey as they are onboarded into your services project. Combine this with the Client Portal template to keep track of your progress on each project so you can stay on top of deadlines and deliverables.

7. Lean Canvas Template

The Lean Canvas is a great tool for entrepreneurs and freelancers who want to validate their business idea before they start spending time and money on it. This Notion template helps you fill out the Lean Canvas so you can get started on the right foot.

8. Eisenhower Matrix Template

The Eisenhower Matrix is a great tool for prioritizing your tasks and projects. This Notion template helps you fill out the Eisenhower Matrix so you can make sure you're working on the most important things first.

9. SMART Goals Tracker

Setting goals is a great way to stay motivated and focused in your freelancing business. This Notion template helps you track your goals so you can stay on track and achieve them. It includes a database pre-filled with the SMART properties--to help ensure your goal-setting efforts stay Specific, Ā Measurable, Achievable, Relevant, and Time-bound.

10. Invoicing Tracker Template

This Notion template helps you keep track of your invoices so you can be sure you're getting paid on time. It includes an invoicing system, an invoice template (which can be exported directly as a PDF) and a quick '+ Invoice' template button to rapidly generate new invoices.

11. Brand Positioning Matrix

The Brand Positioning Matrix is a great tool for helping you define your brand. This Notion template helps you fill out the matrix so you can develop a clear and concise brand strategy.

12. User Personas Template

User personas are a great way to understand your target market. This Notion template helps you create user personas so you can better understand your audience. It includes all key information you should collect and consider for your user personas, like demographics, pain points, and goals.

13. Competitor Analysis Template

Competitor analysis is a great way to understand your industry and find opportunities for your business. This Notion template helps you conduct a competitor analysis so you can develop a strong competitive strategy.

14. Project Prioritizer

This Notion template helps you prioritize your projects so you can make sure you're working on the most important ones first. It includes a project prioritization matrix and an instructions page to help you fill it out.

15. Email Marketing Hub

Email marketing is a great way to stay in touch with your clients and promote your freelance business. This Notion template helps you create and track your email marketing campaigns so you can see what's working and what's not. It includes an email campaign planner, a table to plan and write emails and some quick performance stats to give an overview of your efforts.

16. Landing Page Template

A landing page is a great way to promote your freelance business and get people to sign up for your email list. This Notion template helps you create a landing page so you can start driving traffic to your site.

17. Brainstorming & Ideation Workspace

This Notion template is designed to help you brainstorm and generate new ideas for your freelance business.

Notion Freelancer OS Template

And, if you're looking for an all-in-one solution to run your freelance business out of Notion, you can Ā check out my Notion Freelancer OS template. This template includes everything you need to manage your clients, projects, invoices, and more in one place. You can learn more about the Freelancer OS here.



ā€

notion os templates
Browse, pick and setup your Notion OS in minutes āš”
100% customizable in Notion
Choose yours, today
Related Components
Explore Library