Freelance Copilot Notion System

Dashboard: Dashboard with today's agenda, tasks for the week, and ongoing projects

Tasks: Plan and manage all your tasks and easily schedule them on the calendar

Projects: Manage all your projects and visualize them on a timeline

Clients & CRM: Manage all your clients and track them on the sales pipeline

Notes: Easily capture notes related to projects and clients

Products and Services: Keep track of your services and products in one single dashboard

Marketing: Easily create, plan, and schedule social media posts to grow your business

Professional development: Identify improvement areas, store resources that might help, and track courses and certifications

Meetings: Keep track of all your interactions with the clients

Templates: Create and store templates and SOP e.g. client onboarding, cold outreach emails, etc,

Finances: Easily organize all your finances - income, expenses, invoices, etc.

For freelancers, coaches, and small business owners who are looking for a System to organize all their activities in one place.