▸ What's inside
- 01Master client portal template (1 per client, auto-rolled up to dashboard)
- 02Project pipeline with 6 phases (Discovery → Delivery → Retainer)
- 03Deliverable tracker with status, owner, due date, % complete
- 04Retainer hours dashboard (logged vs. allocated, monthly burn-down)
- 05SOP library (15 pre-written SOPs for common agency workflows)
- 06Meeting + recap template with action-item extraction
- 07Sales pipeline + proposal CRM (Notion-native, no Airtable needed)
- 08Lifetime updates · MIT-style usage license for client work
▸ Built for
- ·Marketing agencies
- ·Dev shops
- ·Solopreneur consultants
▸ Ready to grab it?
$27 · downloads instantly after checkout.
More from the library
Free if it should be free, paid if it saves you a week.
When the templates aren't enough
Skip the assembly. Have us build the engine for you.
The audit is the front door — free, costed roadmap in 7 days, vendor-neutral.