Client Portal
Upgrade your Client Portals in Notion with this 2.0 template. Meetings, shared drive, mood board and more.
![Client Portal 2.0: Notion Template](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63189f0878eb0b98ecdda58b_62459518023506ef139b5680_Client%2520Portal%2520Pres-10.png)
CRM Template 2.0
Learn how to quickly fill, sort, update and prioritize our pre-built Notion CRM 2.0 template.
![Notion CRM Template 2.0: Contacts, Pipelines & Segmented Lists](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63512fb3b53d57237d0424cd_Notion%20CRM%20Template.png)
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 & Client Onboarding Process Flow [Notion Template & Guide 2023]](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63189f02c104970a09e05a1b_6282308282e99c93f4e1f062_Customer%2520Onboarding%2520Process%2520Flow.png)
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.
![Customer Journey Map Template | Notion User Journey [2022]](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63189f255a7581db9a93d992_6269810b1a10a7cbae75fbc2_Customer%2520Journey%2520Mapping%2520(2).png)
Project Management System
Leverage some of the most basic superpowers of related Notion databases with this simple project management template.
![Notion Project Management Template (2023)](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/634d9253827ec39f18ce174c_Notion%20Project%20Management%20template.png)
Project Proposals
Writing proposals is a pain. Save yourself some time with this pre-built Notion project proposal template and workspace.
![Notion Project Proposal Template: Key Outcomes, Timeline & Budget](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63189f1793b98127001f2193_61798907ef88220eb5436e88_Block%2520thumb%2520-%2520Proposals%25402x.png)
Client Call Template
Use this Introductory Call template in Notion to prepare yourself for your next prospecting opportunity.
![Introductory Client Call Template](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63189f12bba0911f373edfef_617928165808fe154e2e073d_Block%2520thumb%2520%25E2%2580%2593%25202%25402x.png)
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.
![Notion Meetings AI Database Template (2.0)](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/64941a1223c5269e2fb8231f_Notion%20Meetings%20AI%20Template%20(1).png)
Contact Information
Lead properties, types, sources and what to collect about your leads; all in this contact information template in Notion.
![Contact Information Template: What To Collect](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63189f4c98b5860b7b17ba67_616ef063d4602c7d5e40bc49_Block%2520thumb%2520%25E2%2580%2593%25201%25402x.png)
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.
![Notion Case Study Template + Smart Gallery (2023)](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63189ee1e9667d78dc1c0882_62c6d94ff4991324e0f14e10_Notion%2520case%2520study%2520template%2520(1).png)
FAQs Page
Use this Notion FAQs template to list and sort your customers most commonly asked queries.
![Notion FAQs Template: Simple List + Publishable Page (2023)](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63189eba10c01572a47470e1_63148062482ba7a6ac79b35f_Notion%2520FAQs%2520template.png)
Invoice Template & Tracker
Prepare, export and track the status of your invoices with this smart Notion Invoice Tracker template.
![Notion Invoice Template & Tracker (2023)](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63189efc70f6ec1eed2f161e_6285062d291b6dc4a08a03f2_Invoices%2520Tracker%2520and%2520Template.png)
Meeting Notes
Time to keep better track of your meetings? Add this meeting notes database template to your workspace, with pre-written agendas inside.
![Notion Meeting Notes Database Template (2023)](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63189ebb85e50bd28ca1b46f_620403b0e8f63493f67de48b_Meetings.png)
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.
![Product Feedback Zone: Notion Template Hub (2023)](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63c19b4638ee4685d291f8f9_Product%20Feedback%20Zone.png)
User Personas
Create beautiful, relevant User Personas in no time with this Notion template system.
![Notion User Persona Template: Psychographics, Pain Points & Examples (2023)](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63189ec95f6aba69f31ee667_617ef0a3e10d026c9beadad3_Block%2520User%2520Persona%25402x.png)
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.
![Notion Test & Use Cases Template: Scenario Planning In Notion (2023)](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63189f2cb237a16f5ae1b3f3_6283cdca62983c9663fe383a_Use%2520Case%2520Scenarios%2520Template.png)
Project Prioritizer
Rank and score your various projects with this simple Notion-built scoring and prioritization tool.
![Project Prioritization Tool & Notion Template [Sort, Filter and Rank With Ease]](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63189ef22bac3b0695af6ac2_63079f923e6ac23c6275b51e_Notion%2520project%2520prioritizer.png)
Influencer Hub
Setup your very own Influencer Management System with just a few clicks. All in Notion.
![Notion Influencer Hub Template (2023)](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63189f47717dc952af10ec26_622a39c0242069b1c08e5732_Influencer%2520Hub.png)
Website Planner
Use the databases and views in this Notion website planner template to help plan out your website pages, content and structure.
![Notion Website Planner Template (2023)](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63189ecf3a00d7d3392b7977_629e3e2cb5bf90da0249f658_Notion%2520website%2520planner%2520template.png)
Sponsorship Packages
Plan, sort and flesh out the details of your various sponsorship offerings and packages with this simple Notion template tracker.
![Sponsorship Packages Notion Template: Pricing, Options & Offers [2023]](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/63189efef9822d0a5a713fc2_62fb6bf256b07f79d5454442_Sponsorship%2520Packages%2520Template.png)
Brand Book
Store and plan your complete brand guidelines in Notion with this handy template 'Brand Book'.
![Notion Brand Guidelines Template: Logo, Mission, Voice & Identity Book [2023]](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/637fc1ef7a1c906da79a0dfc_Notion%20Brand%20Guidelines%20Template.png)
Facebook (Meta) Ads Planner Hub
Plan your next Meta (Facebook) Ads Campaign from A to Z in Notion with this template hub system.
![Facebook Ads Planner Template: Notion Hub (2023)](https://cdn.prod.website-files.com/5e1331324b55b0fe5f41fe63/637e531af94e07404b6fd08b_Facebook%20Ads%20Planner%20Template.png)