About this template

This friendly template is your one-stop shop for keeping track of your amazing clients. What's inside: Name: Because remembering names is important (and polite)! Contacts: Keep all their communication channels handy: phone, email, social media (optional). Project: Clearly identify the project you're working on together. Description: Briefly capture the project scope and key details. Dates: Track important deadlines and milestones to stay on top of your game. Notes: Jot down any additional information, ideas, or reminders to keep your client communication sparkling! This simple template is all you need to stay organized, build strong client relationships, and conquer your freelance world.

Categories

About this creator

Activate with AI

Use this template with your voice in three easy steps

Turn this template into an AI powered voice assistant.

Capture, organize, and get answers from this template – all with your voice.

Step 1

Create your Free Notis account.

Step 2

Duplicate this template in your Notion workspace.

Step 3

Drag and drop your template in the Notis Second Brain System page and ask notis to sync your databases.

Ready for some peace of mind?

Start offloading your brain to Notis today.

Ready for some peace of mind?

Start offloading your brain to Notis today.

Ready for some peace of mind?

Start offloading your brain to Notis today.