It's not a template. It's a System.
To make life easier for small agencies and freelancers, we launched Client Hub. I want to assist them in working more efficiently so they can work less and devote more time to other vital tasks.
If you work as a freelancer, you've undoubtedly experienced this:
- Inifite attempts to close a meeting with a client
- Lost time and effort creating project management progression emails
- spent time on pointless phone calls with the client discussing administrative issues
- or perhaps losing a client because you aren't "large" enough for what they need
- Moreover, exchanging emails with your client concerning files, documents, or reports takes up a lot of time.
So, Why using Client Hub?
- Save dozens of hours every project by using a straightforward management strategy.
- Impress your client by handling the service in a knowledgeable and efficient manner.
- Enhance your client experience.
- Simple task, project, and goal tracking.
- All-in-one place for a happy ending project -> ☺︎ Happy Client = More Clients
You may consolidate all activities, paperwork, and private data into one location with Client Hub. It is straightforward, simple to set up and use, and effective since it allows you and your client to work together and move things along more quickly.
Client Hub Includes:
- Area for invoice and contract handling
- Simple but powerful Project Management tool based on Goals > Projects > Tasks
- Minimalistic aesthetic dashboard to have an overview of the project status
- A fantastic Scheduling Meeting system where taking notes and setting tasks up is easy and helpful
- Kickoff system to understand all of your project needs
- To store all the files, drafts, and finished papers for clients, create a client resource and files area.
- Account access: to share logins and tools
- Feedback: in order to understand what you can improve for the next client
- Tutorials: both for Notion basics and for this System (includes video for every section set up)
Client Hub is for:
- Freelancers: no matter the industry, since it is 100% customizable
- Small Agencies
- Anyone who needs to handle projects with clients