A free starter workspace for one freelance workflow: client intake → project → tasks. Works on Notion's free plan.

How to use (5 minutes)

1. Click Duplicate (top right) to copy this template into your workspace.
2. When a new inquiry comes in, add a row to Client Intake: name, email, service, budget, source and a next follow-up date. Set Stage to New inquiry.
3. Move the client through the stages (Discovery call → Proposal sent → Won / Lost).
4. When a client is Won, add a Project row and link it to the client in the Client column.
5. Break the project into Tasks (one row per task), link each task to its project, and give it a due date.
6. Open the Today view in Tasks every morning, and check Follow-ups in Client Intake every Friday.

The example rows show how it fits together. Delete them when you're ready.

Want the full system, with a Client CRM, Project Pipeline, Invoice & Income log, Weekly Task Planner and Onboarding Checklist? Get the Freelancer Business Hub. If you want Canva design templates as well, there's the Design & Plan Pro Kit.

Client Intake

Projects & Tasks