Keep your business running smoothly with my
Client Flow Notion Template
A simple system to track every step of your client process, from inquiry to offboarding.
Why you’ll love it:
Save time with a ready-to-use template.
Stay organized and never lose track of a client.
Streamline your workflow so you can focus on what you love.
What’s Inside?
Client Database: Keep track of every client and see exactly where they are in your process.
Task List for Each Client: Stay on top of to-dos with tasks organized by client.
Email Templates: Save time with ready-to-use copy and paste templates for inquiries and repeat emails.
See It In Action
Wondering how it works? Watch this quick video to see how it can help!
Get Your Free Template Today
Get organized with Notion - time to turn that chaos into clarity!
Meet Jess
With over a decade of experience helping businesses create systems that work, I specialize in designing and streamlining client and employee onboarding processes. Running my own home decor business for seven years taught me just how much it matters when your clients—and your team—feel valued from start to finish. My no-BS, practical approach helps you simplify the chaos so you can focus on the work you love while delivering an exceptional experience your clients won’t forget.
