Client

Client

Client

OPS

OPS

OPS

A client management system for solo business owners and small teams who already love Notion and just need it built the right way

A client management system for solo business owners and small teams who already love Notion and just need it built the right way.

A client management system for solo business owners and small teams who already love Notion and just need it built the right way.

One-time purchase · $297 USD

Made for Notion

Take a look inside

Take a look inside

Take a look inside

No more digital clutter, lost context and confusion about what to do next. This is a complete client management system designed to create more time, space and profit in your business.
ClientOPS HQ and Directory in Notion
HQ and Directory
Work from one front page, with every database behind it
Everything you use day to day sits on HQ, and the Directory keeps the original databases tidy behind it.

Is ClientOPS right for you?

Is ClientOPS right for you?

Is ClientOPS right for you?

For you if you’re…
  • A solo business owner or a small team
  • Already committed to Notion
  • Wanting it built properly, so you can run it day to day
Not for you if you’re…
  • Looking for a reason to move to Notion
  • Wanting someone else to manage it
  • Happier keeping it all in your head
If you’d rather have it built and connected for you, that’s BusinessOPS Builds. Find out more

Get started in 3 simple steps

Get started in 3 simple steps

Get started in 3 simple steps

01
Get the template
ClientOPS isn’t for sale just yet. When it launches, you’ll buy it here and get an email with access to your template.
02
Duplicate it into Notion
Move your HQ and Directory into a teamspace and make it yours.
03
Watch the tour
Start with the Workspace Tour, then work through the onboarding steps.

Guiding you through from first hello to final handover

Guiding you through from first hello to final handover

Guiding you through from first hello to final handover

Lead comes in
Relationships
Sales & proposal
Onboarding
Project kickoff
Tasks & delivery
Comms & files
Invoicing
Reporting
Offboarding
01Relationships
Lead comes in
A new enquiry lands in Relationships, tagged as a lead.
02Directory
Relationships / CRM
Contact, company and referral details live in one directory.
03Sales
Sales and proposal
Deal notes, proposals and a Kanban pipeline you can drag.
04Client portals
Onboarding
Your new client gets their own portal page, filtered from your databases.
05Projects
Project kickoff
The project starts with tasks, meetings and revenue rolled up in one place.
06Tasks
Tasks and delivery
Start and end work sessions, with timesheets and a workload view.
07Communications · Files
Communications and files
Meetings, messages and files kept against the client.
08Invoicing
Invoicing
Open and paid invoices in one spot.
09Reporting
Reporting
The numbers are calculated for you, with a guided monthly review.
10Archives
Offboarding and archive
Wrap up and move the client to Archives, history intact.

The best of ClientOPS

The best of ClientOPS

The best of ClientOPS

ClientOPS Offers & performance
Offers & performance

Know which offers are worth your time

Leads, deal value, revenue and sales stages for every offer, worked out for you and shown as charts on the offer itself.

ClientOPS Reporting & reviews
Reporting & reviews

Your month, added up for you

Every month is calculated automatically from your databases, with a guided monthly review.

ClientOPS Projects & capacity
Projects & capacity

See your capacity before you say yes

Team Workload shows who has what on and where it stands, so you know how full everyone is.

ClientOPS Tasks & time
Tasks & time

Know where the hours go

Start and end a session from any task, and the timesheets fill in by person and project.

ClientOPS Invoicing
Invoicing

See what’s owed at a glance

Sent, due and overdue invoices in one place, with templates you can upload or connect later.

ClientOPS Guides everywhere
Guides everywhere

Never wonder how something works

A full workspace tour plus a user guide for every database and dashboard.

FAQs

FAQs

FAQs

Answers to what people ask before they buy.

A Notion account on the Business plan, and a basic familiarity with Notion. You don’t need to be a Notion expert: there’s a walkthrough video and a guide for every section, so you can learn it as you go. Don’t have Notion yet? Sign up here.

Yes. ClientOPS requires a Notion Business plan.

Due to the digital nature of this product, ClientOPS is non-refundable — once it’s added to your Notion account it can’t be returned.

If there’s a technical issue with the template itself, email me at templates@chloeforbesk.com and I’ll help you sort it. I’m not able to help with Notion’s own technical support (accounts, billing, outages or app bugs). For those, please contact Notion support directly.

Chloë Forbes-KindlenStill have questions?Send a message
ClientOPS · Notion template
Ready to run your clients from one place?
Full ClientOPS Notion template
Workspace tour + guides for every section
Team onboarding and personal dashboards
Email support if a template issue comes up