Upgrade your Client Portals in Notion with this 2.0 template. Meetings, shared drive, mood board and more.
CRM Template 2.0
Learn how to quickly fill, sort, update and prioritize our pre-built Notion CRM 2.0 template.
Customer Onboarding Flow
Customer onboarding is a critical piece of any product strategy; use this Notion Flow to help you plan and manage yours.
Customer Journey Map
Customer journey maps are an essential piece of any marketing or product strategy; but trying to fit them all into one tool/file/place can be... challenging.
Project Management System
Leverage some of the most basic superpowers of related Notion databases with this simple project management template.
Writing proposals is a pain. Save yourself some time with this pre-built Notion project proposal template and workspace.
Client Call Template
Use this Introductory Call template in Notion to prepare yourself for your next prospecting opportunity.
Meetings (AI Summary)
Optimize your meetings with our Notion Meetings AI Template. Explore AI-powered features for generating agendas, key action items, and summaries, along with automation for efficient scheduling.
Lead properties, types, sources and what to collect about your leads; all in this contact information template in Notion.
Case Studies Gallery
Case studies are a great example of 'show, don't tell'--but they're a hassle to write. Try this Notion case study template to get you started.
Use this Notion FAQs template to list and sort your customers most commonly asked queries.
Invoice Template & Tracker
Prepare, export and track the status of your invoices with this smart Notion Invoice Tracker template.
Time to keep better track of your meetings? Add this meeting notes database template to your workspace, with pre-written agendas inside.
Product Feedback Zone
Collect and organize customer feedback, create surveys and forms, segment customers, and keep track of FAQs and features with this helpful Notion template.
Create beautiful, relevant User Personas in no time with this Notion template system.
Use Cases Exercise
Brainstorm specific business and product use cases, then link them to key personas, features and campaigns to better move the needle on what matters to your customers.
Rank and score your various projects with this simple Notion-built scoring and prioritization tool.
Setup your very own Influencer Management System with just a few clicks. All in Notion.
Use the databases and views in this Notion website planner template to help plan out your website pages, content and structure.
Plan, sort and flesh out the details of your various sponsorship offerings and packages with this simple Notion template tracker.
Store and plan your complete brand guidelines in Notion with this handy template 'Brand Book'.
Facebook (Meta) Ads Planner Hub
Plan your next Meta (Facebook) Ads Campaign from A to Z in Notion with this template hub system.