CRM

It makes it super easy and effortless for you to connect with, reach out to, nurture and book clients.
About this template

The Notion dashboard includes everything you need for your client relationship management system: rolodex, step-by-step outreach plan, client session bookings, intake and feedback forms, resource library, goal tracking and payment/invoice tracking.

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More by Jodi Graham (she/her) | Productivity Coach

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