One Notion workspace. Proposals, projects, scope creep, and client updates — all connected, all yours. $18 once, forever.
Instant digital download · No subscriptions · All future updates included
Dubsado or HoneyBook for proposals. A spreadsheet for client info that's never up to date. A Notes doc for scope. Email archaeology to remember who you sent what. And every few weeks — a deal that died because you forgot to follow up.
A client ghosts your proposal and you don't notice for two weeks. The deal is cold. The moment is gone.
You've done it for free for the third time this month. There's no system to track scope, so you can't push back with confidence.
Dubsado is $480/year. HoneyBook $468/year. You use 20% of what you're paying for — and still lose deals to silence.
Someone asks how your business is doing and you have no idea what your actual pipeline looks like or where revenue comes from.
From first lead to final delivery — your entire client lifecycle in one place. Update one thing and the rest updates itself.
Live win rate, pipeline value by stage, follow-up queue, and source tracking. Finally know where your money actually comes from.
Contact info, payment terms, industry, and active status. The single source of truth for every client relationship.
Build your service menu once with default prices. Drop services into every proposal — pricing pulls from the catalog automatically.
Send, track, and close. Auto-aging columns flag what needs follow-up. Ghost Alarm view surfaces every client gone silent.
Track active work, status, priority, and project value. Linked to clients, change orders, and deliverables automatically.
Weekly client updates with progress %, Days Since Last Update aging metric, and a Projects Missing Updates view. Your clients always know where things stand.
A dedicated proposals view that surfaces every client who has gone silent past your follow-up threshold. Auto-aging metric tells you exactly how many days since you last heard from them.
Every "just one more thing" request becomes a Change Order. Set the hours and rate — the template calculates the price. Pre-written client message included so the awkward conversation already exists.
Clients, proposals, projects, change orders, and deliverables — all linked. Change one thing and everything syncs.
All your client data lives in one place so nothing gets lost between tools.
New records link themselves based on your workflow automatically.
Update once and it's reflected everywhere. No copy-pasting between tools.
You've sent proposals that just vanished — the client ghosted you and you didn't notice for weeks.
A client asks for "just one more revision" and you do it for free — for the third time this month.
You re-type the same services into every new proposal, hoping you remembered the right price.
Someone asks how your business is doing and you have no idea what your win rate actually is.
You're paying $40+/month for Dubsado or HoneyBook and only using 20% of it.
You want your client work in Notion because that's where your brain already lives.
Stop losing deals to silence and revenue to scope creep. Client OS is $18. Once. Yours forever.
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