Templates
Customer Success
Notion Client Management Template
Notion Client Management Template
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Notion Client Management Template

Manage your clientele efficiently with our comprehensive Notion Client Management Template, facilitating contact to closure with ease and precision.
1
Create a new client profile in the Notion Template
2
Enter the client's full name
3
Enter the client's contact information
4
Record the client's initial point of contact
5
Capture the date of the initial interaction with the client
6
Document the client's specific needs or requirements
7
Note down a summary of the initial consultation meeting with the client
8
Enter the proposed solution and strategy for the client's needs
9
Approval: Proposed Solution
10
Enter the quote for the proposed services
11
Attach any important documents or files related to the client
12
Set a follow-up date to touch base with the client
13
Assign the client's account to a team or person
14
Update the client's profile after every interaction
15
Document the final solution or strategy implemented for the client
16
Track and record the client's payments and transaction history
17
Approval: Final Solution Implemented
18
Closure of the client's case if all their needs have been addressed
19
Record any feedback or review from the client
20
Reflect on the client management process, noting areas for improvement