One Notion workspace that runs a freelance business end to end. This PDF guide (13 pages) specifies the entire system: six linked databases — Clients (CRM), Projects, Tasks, Invoices, Meeting Notes, Leads Pipeline — every property (name and type), every relation and rollup, and the exact formulas to copy, including invoice Total with tax, Balance Due, an automatic Overdue flag that counts the days, and a Project Profit Check that catches scope creep.
Includes a sequenced 30-minute build checklist, the Dashboard spec, fictional sample data with stated expected totals so you can verify your build to the cent, a client onboarding questionnaire, a client-portal view spec, and weekly/monthly workflows. Works on Notion’s free plan. Requires a free Notion account and about 30–45 minutes to build the system in your own workspace — this is a complete build guide, not a hosted link. Planning/organization tool only — not accounting, tax or legal advice.
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