Notion Template

LeanClient

Your Freelance Command Center

One place to manage clients, track projects, and see exactly where your money is — without the enterprise bloat.

LeanClient dashboard overview

You know the feeling.

A new lead comes in and you write their name in a note. A project kicks off and you build a spreadsheet. An invoice goes out and you hope you remember to follow up. You've got five browser tabs open and somehow still have no idea what your pipeline actually looks like.

LeanClient fixes that.

It's a complete freelance command center built in Notion — lean by design, practical by necessity. Set it up once, run your business from it every day.

Everything you need

What's inside

  • Client Pipeline Table + kanban — Lead → Proposal Sent → Active → Completed
  • Active Projects Budget, client, deadline, and status in one view
  • Finance Tracker Income, expenses, categories, paid/unpaid — all in one place
  • Invoice Log Know exactly what's sent and what's outstanding
  • Proposal Tracker Never lose an open proposal again
  • Contact Notes Every client detail linked directly to their projects
  • Deadline Calendar All due dates, across all clients, at a glance
  • Quick Action Templates Hit the ground running from day one
Clients

Your entire roster at a glance

See who's active, who's in proposal stage, when you last touched base, and what each relationship is worth. Never drop the ball on a follow-up again.

LeanClient clients view in Notion
Projects

Every deadline, every budget

Every active project, every deadline, every budget — linked directly to the client it belongs to. Spot what's in progress, what's stuck, and what's due this week without opening a single other app.

LeanClient projects view in Notion
Finances

Know where every dollar went

Track income, expenses, retainers, and project payments by category — all in one view. No more month-end spreadsheet panic.

LeanClient finances view in Notion
Ready to get started?

LeanClient — $29

One-time purchase. Instant access. Yours to keep.

Get LeanClient