A calmer way to run your studio
Stop managing the business across scattered apps.
Every enquiry creates follow-ups, discovery notes, proposals, contracts, project tasks, revision requests and invoices. When those details live across email, spreadsheets and unrelated tools, important work is easy to miss.
A purpose-built Notion template for web designers brings the full client journey into one connected workspace, giving you a reliable place to see each lead, deadline, project and payment in context.
01 · Command center
Start every day knowing what matters.
See priorities, active work, client follow-ups, overdue tasks and outstanding money from one focused dashboard.
- Today’s priorities and deadlines
- Active projects and next actions
- Follow-ups and unpaid invoices
Everything connected
Built around the way client work actually flows.
Client CRM
Track enquiries, follow-ups, discovery notes and active clients without losing the context behind each relationship.
Project delivery
Connect projects to tasks, meetings, revision rounds and reusable workflows so every engagement keeps moving.
Money hub
Organize services, proposals, invoices, expenses, contracts and time records in one practical financial view.
Growth tools
Plan content, collect testimonials, manage referrals and complete consistent website and technical audits.
02 · Client clarity
Know exactly where every lead and client stands.
Follow prospects from first enquiry through discovery, proposal and conversion. When a lead becomes a client, their projects, meetings and financial records stay connected.
03 · Financial clarity
Keep an eye on the money without another spreadsheet.
See amounts, due dates and payment status alongside the client and project they belong to. Scope, time and expenses become easier to understand before profit slips away.
Quick setup
Go from download to organized in about 20 minutes.
- 01Download your welcome PDF from Etsy.
- 02Open and duplicate the private Notion template.
- 03Follow the Start Here guide.
- 04Add your services, clients and active projects.
Questions, answered
Before you get started.
Who is this template for?
Freelance web designers, web developers, small creative studios and boutique agencies managing leads, client projects and business administration.
Do I need a paid Notion account?
No. The system works with Notion’s free personal plan, subject to any future changes Notion makes to its plans.
Can I customize it?
Yes. Edit the wording, categories, colors, icons, properties, views and content inside your own copy.
Is this a physical product?
No. It is an instant digital product delivered through Etsy, with a PDF containing your private template link and setup instructions.
Free studio guides
Build a stronger client workflow.
How to manage web design clients without losing the details
A practical lead-to-offboarding workflow for freelancers and small studios.
Read the guide →Project deliveryA repeatable web design project workflow from enquiry to launch
Organize discovery, content, design, revisions, launch and handoff.
Read the guide →Build a studio that feels under control