Client Project Hub — a Notion system for running your client work

A complete Notion workspace to manage leads, clients, projects, communication, and follow-up — all in one connected system.

This template is designed for service-based businesses who want clarity and structure without juggling multiple tools, spreadsheets, or half-finished boards.

At its core is a powerful lead database that adapts to different stages of your client journey — from first inquiry to finished project and beyond.

What this template helps you do

• Capture and track all incoming leads
• See at a glance who has inquired, booked, or become an active client
• Manage active client projects through clear stages
• Store client contact details in one reliable place
• Keep email templates, nurture sequences, and freebie delivery organised
• Collect and track testimonials
• Understand where your leads come from and how much revenue they generate

Instead of duplicating information across multiple places, everything is connected — so you update details once and see them everywhere they’re needed.

What’s included

Lead Tracker

A central database for all inquiries, with detailed properties to track:

• Client name and contact details
• Inquiry source
• Service or offer they’re interested in
• Lead status (inquiry, confirmed, completed, etc.)
• Revenue tracking

This is the foundation of the entire system.

Active Client Projects Board

A project view of your confirmed leads, showing only active bookings.

Move clients through the stages of working with you — from booked to delivered — without duplicating data or cluttering your lead list.

Email Templates

A dedicated space for:

• Client communication templates
• Nurture sequence emails
• Freebie delivery email

These templates are built into to your lead database, so you can link communication directly.

Client Details Database

A clean, filtered view of your lead database that acts as a client address book.

See only the essential information for each client and lead you've come in contact with. Perfect for quickly finding past or current clients and keeping your records organised.

Testimonial Tracker

A simple system to:

• Record testimonials
• Track who you’ve requested feedback from
• Keep social proof organised and easy to reuse

How it works (behind the scenes)

This template uses one main lead database with multiple connected views at it's core.

That means:

• You don’t need separate databases for leads, clients, and projects
• Information stays consistent across the entire workspace
• Each section shows only what’s relevant to that stage of the client journey
  

You get structure without complexity.

Who this is for

This Client Project Hub is ideal for:

• Service-based business owners
• Freelancers and consultants
• Photographers, designers, coaches, and creatives
• Anyone managing multiple client relationships at once

If you sell services and want a calm, organised way to manage inquiries and client work, this is for you.

If you’ve used my Lead Tracker before

This template is an expanded and more powerful version of my original Lead Tracker.

It includes:

• More detailed database properties
• Additional connected views
• Client communication templates
• Testimonial tracking
• A more complete end-to-end client workflow

If you liked the original, this takes the same logic and turns it into a full client management system.

What you’ll receive

• A duplicate-ready Notion template
• A walkthrough video showing how everything fits together and indivudual explainer videos to explore different areas of the template.

You’ll be able to start using it immediately and adapt it to your own business.