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Notion CRM Template for Small Business & Freelancers: Client Tracker, Onboarding, Invoice Tracker and 15 Email Scripts

NowPrice:CA$26.30

Original Price: CA$35.06

25% off

•

Sale ends on 17 November

Includes Etsy Purchase Protection

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Highlights

  • Designed by OrvianMarket
  • Digital download
  • Digital file type(s): 1 PDF, 1 ZIP

Run your clients from first enquiry to paid in one Notion workspace. Copy it into your account with the one-click Duplicate link in the Start Here PDF. A free Notion account works.

WHAT'S INSIDE
• Client CRM database (CSV → Notion database) with pipeline stages: Lead → Discovery → Active → Invoicing → Done / Paused
• CRM guide: field definitions, quick filters and stage exit criteria
• New-client onboarding checklist (sections A–E) + kickoff summary template
• Invoice & payment log database + collection rhythm guide
• 15 client email templates: kickoff, scope, updates, invoices, reminders, rate raise, scope creep, wrap-up
• Weekly 15-minute review checklist

HOW IT WORKS
1. Open the Start Here PDF and click the one-click Notion template link.
2. Click Duplicate in Notion. The full system, with both databases, copies into your own workspace (a free Notion account works).
3. Delete the example rows and add your first clients. Prefer plain files? The zip has the same pages as Markdown and CSV.

FILES YOU'LL DOWNLOAD
• Start-Here-Freelance-Client-OS.pdf (your one-click Notion Duplicate link + setup steps)
• Freelance-Client-OS-v1.2.zip (the same system as 6 Markdown pages + 2 CSV databases)

INSTANT DIGITAL DOWNLOAD
This is a digital product. No physical item will be shipped. After purchase, download your files from Etsy → You → Purchases and reviews, or from the link in your confirmation email.

FILE PROBLEM? OUR 14-DAY PROMISE
Digital downloads can't be returned on Etsy. But if a file won't open, doesn't work as described, or isn't what you expected, message us within 14 days of purchase and we'll fix it or refund you.

FAQ
Q: Do I need Notion?
A: Notion is easiest, but the Markdown files also work in Google Docs, Obsidian or any notes app, and the CSV files open in Excel or Google Sheets.
Q: Is it a Notion link or files?
A: Both. You get a one-click Notion Duplicate link, plus the same pages as Markdown and CSV files as a backup.
Q: How do I get the files?
A: Right after purchase, from Etsy → You → Purchases and reviews, or the download link in your Etsy confirmation email. You can re-download any time.

HOW IT'S MADE
Designed by Orvian Market with the help of AI tools for drafting and layout. Every formula, page and file was checked and tested before listing.

LICENSE
For use in your own business, with as many of your own clients and projects as you like. Please don't resell, share or re-upload the files.

Planning and writing templates only, not legal, tax or financial advice.
Notion, Microsoft Excel and Google Sheets are trademarks of their respective owners. Orvian Market isn't affiliated with or endorsed by them.

Instant Download

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Listed on 17 Oct, 2026
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