A simple Notion CRM for freelancers
Know which client needs you before they go quiet.
Get the Client Ops Kit, $29
The problem: clients slip through small gaps
- A "quick follow-up" that never happened.
- An overdue invoice, because the reminder email felt awkward.
- A lead that went cold while you were busy with client work.
- Notes spread across email, chat and an old spreadsheet.
Big CRMs are made for sales teams. This one is made for one person with a handful of clients.
The solution: a Notion client tracker template that answers three questions
- Who needs attention? Every client gets a health status: green, yellow or red (a simple client health score).
- What's the next step? One clear next action per client: who, what, by when.
- Who owes me money? Invoiced, expected and overdue, with follow-up email scripts ready.
What's inside
- 4 connected Notion databases: Clients, Projects, Pipeline, Finance
- Client Ops Home dashboard: active projects, unpaid and overdue, needs attention, closing this month
- Sample data so you can see how it works
- 7 SOPs and AI prompts: new client intake script, proposal outline, scope creep reply, client health playbook, invoice follow-up cadence (D+3 / D+7 / D+14), overdue invoice email in 3 tones, monthly money close
- Start here page and a weekly client check
What it does not do
The Client Ops Kit is Notion only. It has no automations and sends no emails. You check it yourself. Want email reminders? See Solo Operator Stack.
Who it's for
- Freelancers and solo consultants with a few active clients
- Anyone who has sent "just following up on that invoice" weeks too late
Who it's not for
- Agencies or teams that need a multi-seat CRM
- People who want everything automated (get Solo Operator Stack)
Upgrade later, keep your data
Same databases as Solo Operator Stack, so your data carries over. Bought the Client Ops Kit? Within 30 days of purchase, email your Gumroad receipt to [email protected] and get Solo Operator Stack for $50. There is no discount code.
FAQ
- Which Notion plan do I need?
- Notion Free works.
- Does it send reminders?
- No. It's a Notion workspace only. Reminders come with Solo Operator Stack.
- Does it replace my invoicing tool?
- No. Finance is a simple ledger to see what's unpaid.
- Refunds?
- 14-day money-back. Email [email protected].