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Agency Client Onboarding Kit — The first two weeks with a new client, written down: a welcome packet your client reads before kickoff, and a Notion intake form that collects what you need to start. Edit it once, then reuse it for every new client. What’s inside your Agency Client Onboarding Kit What’s Inside Welcome…
Agency Toolkit Bundle — The three Agency Toolkit products in one download, with a welcome guide: the Client Onboarding Kit, the Pricing Playbook and the Project Tracker. Onboard, price, then run client work. $54 instead of $72 separately — save 25 percent. What’s inside your Agency Toolkit Bundle What’s Inside Agency Client Onboarding Kit: editable…
Notion CRM Template — A Notion workspace for every client, deal and follow-up, with a dashboard that shows who to contact this week and who has gone quiet. Built for freelancers, consultants and small agencies who have outgrown a spreadsheet but don’t need a heavy sales CRM. What’s inside your Notion CRM Template Three Linked…
Project Management Tracker — A Notion workspace for the day-to-day of client work, plus a spreadsheet for hours, monthly billing and retainer renewals. Built for solo consultants and small agencies running several client projects or retainers at once. What’s inside your Project Management Tracker Notion Side 1. Projects – client, status, owner, deadline, pricing model,…
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