Client Workflow System
A ready-to-use Notion workspace for freelance video editors, designers, and creatives who want to simplify client work from onboarding to offboarding.
This template gives you a polished system to manage every client project in one place.
No more messy emails, scattered links, or last-minute follow-ups.
What’s inside:
• Client Dashboard
• Onboarding Flow with welcome template + brief form
• Asset Management system
• Project Tracker with statuses, due dates & feedback
• Offboarding Kit with testimonial & referral sections
🎁 Bonus:
• Pre-written email copy
• Template walkthrough
• Loom instruction links you can reuse
💡 Duplicate it. Customize it. Use it for every client.
The same Notion workflow I use to land and manage high-ticket clients, designed to make you look polished, organized, and professional.