CRM Tracker Notion Template

Description

WHAT’S INCLUDED WITH THIS CRM TRACKER NOTION TEMPLATE:

→ Contact Rolodex to store all of your contact and client details

→ Client Outreach step-by-step plan so you can track each touchpoint with each contact

→ Client Session scheduling and planning (see all of your sessions in one place so you can keep your workload manageable)

→ Pre- and post-session checklists so you’re always prepared and don’t miss a thing

→ Invoice and payment tracking (views included: overall, by client, by month)

→ Resources area to store all of your offers, packages, swipe copy and files so you can quickly share with your contacts, colleagues, clients & audience

→ Notion templates for intake & feedback forms (and some ideas for 3rd party integrations you can set up at your own discretion)

→ Daily, weekly & monthly business goal and progress tracking  for yourself

→ Detailed and in-depth tutorial video walking you through the CRM Tracker template (along with plenty of tips and tricks for how to make the most of Notion in general)

HOW DO I GET ACCESS TO THE CRM TRACKER NOTION TEMPLATE?

Once you purchase the template, you’ll immediately receive a PDF file with a link to access it in your Notion account (this will be emailed to you right away) along with written instructions to duplicate the template into your personal Notion account. A video tutorial is also included (the link can be found in the same PDF file and on the home page of the Notion template).

WHAT IS NOTION?

It’s a free all-in-one productivity software tool that provides a customizable workspace where you plan, write, organize, manage and collaborate on tasks. It includes tools such as calendars, databases, lists, images and reminders so you can easily manage any project. Notion is free for a personal plan and is accessible on all devices connected to the internet.

WHAT YOU’LL NEED TO USE THIS PRODUCT

° This template only works within Notion and cannot be used within any other applications or platforms

° A basic understanding of how Notion works will be required to use this template

! PLEASE NOTE !

° This is a DIGITAL DOWNLOAD and no physical items will be shipped to you. You’ll be receiving digital files only.

° All digital files are FINAL SALE only and there will be no refunds.

° This digital file and its materials are for PERSONAL USE ONLY. No part of it can be distributed, sold, reproduced or used in any form without the written permission of the author.

DISCLAIMER

° Any testimonials or reviews of this product are for illustrative purposes only and reflect each reviewers personal and unique experiences and opinions. Results may vary and may not be representative of the experience of others using our products and/or services.

° This template is optimized for use in Desktop and Laptop and its appearance will be altered and different on smaller devices (ie: phones and tablets) than what appears in the product listing photos. The template functionality remains consistent among all devices.

° Actual product colors, visuals and designs may vary slightly from the images shown. This is due to variances in monitor and display settings and each individual may see these colors differently.

CUSTOMER REVIEWS

💬 “This template is perfect for my coaching business. Jodi’s template is just what I needed. It’s easy to navigate — especially with Jodi’s tutorial videos — and it does just what I need to keep track of clients, sessions, payments and where everyone is in the process.” – Erin

💬 “I bought the CRM Tracker for managing clients in my Pilates business and I’m so happy I did! It’s easily customizable and the tutorial videos are a godsend. Thank you so much! Love this template!”  – Anon

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