Record a transaction with your client, specify what is owed to you.
Convince potential clients to work with you.
Give your client an estimated price for your services, based on deliverables specified.
Share all the steps required to finish the project.
Set responsibilities, expected quality and availabilities, in plain language.
Help your client understand how you work.
Define the scope of the project with your client.
Summarize all invoices sent, due and paid, along with payment details.
Ask these questions to better understand your client's needs.
Specify what will be included in the project, all the deliverables.
Final files collections
Design style guide
End of project questionnaire
"I don't want to bother with docs every time I get a new client"
This is one of the best kept secrets among my freelance friends.
It has saved them hundreds of hours, helped close more deals and made their clients happier. Their work is more organized, documented, thoughtful.
Yes. They use Notion to collaborate with their clients.
My friends Jonno, Alex and Valentin use Notion as more than just a nice note taking app. A Notion page, when shared with others, acts as a CRM, a project management tool, a fully-fledged client portal. Instead of sending multiple word documents and pdfs over email, they just send a Notion link.
Here's how it goes.
Client Baguette wants a new website and sends a proposal request to Jonno. After a short video call, Jonno sends a Notion page link. It includes:
The page is customized to the client's brand. The emojis make the client feel like home 🏠. With a short embedded Loom video, Jonno presents his proposal and shares his excitement. Client Baguette has received 3 other proposals. But this one stands out. It's clear, personal, professional. They agree to work with Jonno.
And though it seems Jonno has worked several hours on this proposal, it took him 5 freaking minutes. The proposal is part of a "new client” template he built in Notion. Talk about time savings.
Easy to setup, easy to duplicate. Boom. You’ve just saved hours. You’re welcome.
Client work is constantly reinventing the wheel, starting over for every new client. Updating your portfolio with relevant work, designing a new proposal, creating a new dropbox... Notion makes this onboarding a breeze. The relief of not having to think about the low-level stuff feels good.
Supercreative's goal is to give creatives superpowers. Well, this is it. This is one hell of a superpower right here. Open Notion, create a database, add a template, add a client, and share the link.
Great Notion templates will save you hundreds of hours, but setting them up takes a very long time. High upfront cost, high future reward.
Inspired by my designer friends, I built my own Notion templates and have been using them with my clients for a few months now. Recently, I realized it could help hundreds of other freelancers. And this is why I'm launching the Notion Pack.
It’s 2020. Another productivity tool. But this one is really good, right?
I use Notion with all my design clients.
Here’s the deal: I spent weeks on this templates pack to save you a few hours. You can thank me by buying the pack. This way I can sort of make a living with the internet. It’ll make my mom proud.
Over 20 templates
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