I build systems and automations for creative freelancers

Jay Luciano

使用 Notion 銷售範本來強化銷售流程。這些範本能協助你追蹤潛在客戶、管理客戶關係，更有效率地完成交易，專為致力於達成目標和推動業務成長的銷售專業人士和團隊所量身打造。

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銷售人員

代理商範本

使用 Notion 代理商範本，改革你的代理工作流程。這些範本能用來管理客戶專案、追蹤創意流程，並簡化營運。專為行銷、創意與顧問代理商量身打造，以最佳化的營運方式帶來卓越成效。

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代理商

使用 Notion CRM 範本，簡化你的客戶關係管理工作。從追蹤潛在客戶到交易完成，專為 CRM 所設計，可用來自訂銷售管道管理，滿足你獨特的業務需求。透過有條理和效率的 CRM 系統強化銷售策略，達成更多交易。

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顧客關係管理

為最佳效率和協作而精心設計的工作空間

chart-line

工作

你的暑期新手裝備

量身定制以滿足學生需求，促進學業成就

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學校

迎接更井然有序、充實高效的生活方式

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生活

A simple, all-in-one content management system to help plan ideas, track progress, schedule posts, and build a content archive on all social media platforms that grows with your brand.

Content Management System

Store employee information for easy workforce management.

Team Directory

Document and share your client success stories.

Case Study Page

Manage client communication and project updates.

Client Portal Directory

Plan, script, and schedule content in one place.

Content Planner

Sales Pipeline

Centralize your Standard Operating Procedures for easy access and consistency.

SOPs Directory

Streamline your online research and resource management with our Notion template. Save web content, articles, links, and resources effortlessly in one organized space. Stay focused and productive by easily accessing and categorizing your saved content.

Ultimate Resource Library

Track project time and generate accurate service prices for fair compensation.

Hourly-Rate Calculator

Contacts Directory

Lead Tracker

Income Tracker

Understand and define your ideal customer.

Ideal Customer Profile

SOPs Page

Track the status and completion percentage of your projects for better resource and deadline management.

Projects Manager

Organize and access important resources and references.

Subscription Tracker

Track task completion time to manage productivity and improve efficiency.

Time Tracker

Monitor objectives, platforms, campaign types, investments, conversions, and ROAS to optimize marketing strategy.

Ad Campaign Tracker

Expense Tracker

Automatically determine the effectiveness of your marketing efforts.

Ecommerce Product Manager

Monitor and manage your sales activities and pipelines.

Outbound Sales Pipeline

Track team performance, task completion averages, and project durations.

Ultimate Teams Dashboard

Helps individuals make the most out of their hard-earned money while treating themselves but without overspending their money.

Ultimate Finance Dashboard

The Offboarding Playbook is a comprehensive database that enables clients to easily access and implement SOPs for project changes. It provides a structured, easy-to-follow system to ensure smooth transitions when a project concludes or needs adjustments.

Offboarding Playbook

Avatar is a customer research tool that helps businesses identify and understand their ideal customers by analyzing pain points, market characteristics, and customer demographics to create targeted products and marketing strategies.

Avatar - Find your Ideal Customer Profile (ICP)

Protocol is a task and project management system built for creative freelancers. Track time, manage projects, organize SOPs, and stay focused on what matters—so you can work smarter, not harder. No more scattered files or missed steps—just real progress.

Protocol

Index is a customer success system built in Notion. Capture product ideas, track development, manage support tickets, collect feedback, and monitor customer satisfaction — all in one organized workspace. Perfect for builders who want to grow smarter.

Index

Stop wasting time chasing clients and finally gain the freedom to reject cheap clients without fear. The Pipeline Dashboard is the perfect CRM for creative entrepreneurs looking to provide a premium service to high-paying clients.

Pipeline

A comprehensive client management system designed to streamline your processes entirely and close your dream clients with ease, taking your agency to unprecedented heights.

功能

Notion AI

文件

Wikis 百科

專案

企業版搜尋功能

AI 筆記寫手

表單

網站

立即開始

瀏覽 Marketplace

查看整合

下載網頁擷取器

團隊

工程與產品

設計

行銷

IT

團隊規模

新創公司

中小企業

企業

教育

學習

幫助中心

客戶故事

部落格

社群

建立

API

範本

安全性

顧問

熱門類別

連結