520 CLIENTS BOOK / Portrait Digital Notebook / Noteshelf, Goodnote, Notability / List names from A to Z / Profile, Meetings, Project, Notes

520 CLIENTS BOOK / Portrait Digital Notebook / Noteshelf, Goodnote, Notability / List names from A to Z / Profile, Meetings, Project, Notes



In stock

Whoa! You can't buy your own item.

  • Digital download
  • Digital file type(s): 1 PDF

>> DOWNLOAD & TRY SAMPLE: https://bit.ly/3eWo9DQ
>> See this DARK mode: https://etsy.me/3kypl1q
✔ PDF planner with 10k+ hyperlinks
✔ SUPER-LIGHT file size: 6MB !!!!!!!
✔ PORTRAIT iPad layout
✔ 520 PEOPLE organized alphabetically
✔ 20 PEOPLE slots per letter (1 full page)
✔ Quick access to any PEOPLE FOLDER
✔ Instructions included inside the planner

→ 1x Profile page (contact, contract, financials, and notes)
→ 1x Meetings listing page
→ 1x Meeting notes page - duplicate as needed
→ 1x Projects listing page (with tracking bar)
→ 1x Project notes page - duplicate as needed
→ 1x Notes pages (lined) - duplicate as needed


✘ Does NOT sync with Google Calendar and Contacts
✘ Does NOT sync with Outlook Appointments and Contacts

✎Import the PDFs in Noteshelf / Goodnotes / Notability to create your Digital Planner.

-------------- YOU WILL RECEIVE --------------

1x PDF with hyperlinks, ready to import in Goodnotes, Noteshelf, Notability

================ BONUSES =======================

♥ BONUS 1: Once you buy a planner you'll receive an email with the link to join my online courses for FREE.

♥ BONUS 2: Every Monday I share free templates and stickers with my followers friends.
Join my Friends list here: www.outlineplanner.com/newsletter


======= ⚡⚡⚡ NEW TO DIGITAL NOTE TAKING? =======

⚡⚡⚡ Digital Planners are PDF documents with hyperlinks that need to be imported in a markup app to work. So, to get started you'll need:
✔ an iPad with iOS 13+
✔ an Apple Pencil (optional)
✔ purchase and install Goodnotes 5, Noteshelf or Notability app(s) from Apple Store.
✔ take my courses to learn how to use them (you'll get free access after purchasing the planner)

⚡⚡⚡ Android / Windows users can also use this type of planner with apps like: XODO PDF, PDF PRO, ACROBAT PRO. Before buying a planner I suggest to test the PDF annotations apps first to make sure you like them.

⚡⚡⚡ There is a learning curve!!!
More than 40% of my customers stumbled at first. So I created basic videos to get you started straight away with Goodnotes 5, Noteshelf or Notability. 30 minutes worth of videos with literally step-by-step visual instructions like in the image below. You will get FREE access to those videos, after you purchase a planner.

⚡⚡⚡ Will my notes sync with Google Calendar?

No! So, if you're schedule is mainly based on meetings, please don't divorce your Google Cal (or Outlook calendar) to marry the digital planners. Use both. Add your meetings inside the calendar, but take meeting notes on your iPad.

================ ⚡⚡⚡ Useful Links =================

Ralu's shopfront: www.outlineplanner.etsy.com
Ralu's website: www.outlineplanner.com
Ralu's Social media: @outlineplanner



GoodNotes/Noteshelf/Notability app is not included in this product and can be downloaded from the App Store.

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I don't accept returns, exchanges, or cancellations. But please contact me if you have any problems with your order.

Raluca Petrea

Raluca Petrea

Owner of OutlinePlanner

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267 reviews 5 out of 5 stars


Jolanda Sep 1, 2020

5 out of 5 stars

I already loved the layout but I was missing the W. Ralu was really great and I got the most perfect notebook/client book I was looking for!!! Great service

Purchased item:


4 out of 5 stars

Genial me encanta tiene de todo!,


Purchased item:

Jennifer Puccio Dec 13, 2019

5 out of 5 stars

A great organizational tool, but the greatest asset is the communication from the seller. She was able to help me tailor the template to exactly what I needed!

Purchased item:

Jerry Oct 23, 2020

5 out of 5 stars

Helped me to collapse 100’s on individual notes into one for all my contacts! This digital notebook makes it so much easier to find and keep track of personalized notes and meetings.

Purchased item: