Contents

Chapter 1

What's Inside

This chapter covers the core features and capabilities of Client CRM & Pipeline.

What's Inside

Databases (CSV → Notion / Google Sheets Import)

FilePurposeSample Rows
databases/leads.csvInbound and outbound lead tracker with source, value, status, and follow-up dates20 leads
databases/proposals.csvProposal tracker with send dates, values, follow-up status, and win/loss reasons15 proposals
databases/active-projects.csvCurrently active project tracker with progress, milestones, and revenue8 projects
databases/completed-work.csvHistorical project archive with outcomes, revenue, and client satisfaction12 completed projects
databases/contacts.csvContact directory with relationship history, referral source, and last touch18 contacts

Pages (Markdown → Notion Pages)

FilePurpose
pages/crm-hub.mdCentral CRM dashboard with pipeline summary, revenue tracking, and quick actions
pages/pipeline-board-setup.mdGuide to building the visual Kanban pipeline board with deal stages
pages/weekly-pipeline-review.mdStructured 20-minute weekly review process for pipeline health

Formulas & Reference

FilePurpose
formulas/FORMULAS.mdNotion formulas for deal age, weighted pipeline value, conversion rate, and revenue forecasting

Documentation

FilePurpose
docs/IMPORT-GUIDE.mdStep-by-step Notion and Google Sheets import instructions
docs/CUSTOMIZATION.mdHow to adapt the CRM for your niche, deal sizes, and sales cycle

Features

  • Lead-to-Close Pipeline — Track every opportunity from initial inquiry through signed contract with clear stage definitions
  • 5 Interconnected Databases — Leads, Proposals, Active Projects, Completed Work, and Contacts — all designed to work together
  • Pipeline Board — Kanban-style visual pipeline showing deals by stage, with deal values and next actions visible at a glance
  • Weighted Pipeline Value — Formula-driven forecasting that weights deal values by stage probability
  • Follow-Up System — Never forget a follow-up again. Next-action dates and overdue alerts keep your pipeline moving
  • Revenue Tracking — See monthly, quarterly, and annual revenue from completed projects. Track average deal size and close rate.
  • Contact History — Central contact directory with relationship notes, referral tracking, and last-touch dates
  • Weekly Review Process — 20-minute structured review to keep your pipeline accurate and actionable
Chapter 2

Quick Start

Follow this guide to get Client CRM & Pipeline up and running in your environment.

Quick Start

1. Import databases — CSV files in databases/ into Notion or Google Sheets (see docs/IMPORT-GUIDE.md)

2. Set up the pipeline board — Follow pages/pipeline-board-setup.md to create your Kanban view

3. Build the CRM Hub — Copy pages/crm-hub.md into Notion and embed your database views

4. Add your formula properties — Use formulas/FORMULAS.md to add calculated fields

5. Start tracking — Add your current leads and proposals, then use the system daily

See docs/IMPORT-GUIDE.md for detailed step-by-step instructions.

The Freelancer Sales Pipeline

This CRM follows a 7-stage pipeline designed for freelance sales:

1. INQUIRY        → Someone reached out or you identified a prospect
2. QUALIFYING     → Discovery call scheduled or in progress
3. PROPOSAL SENT  → Formal proposal/quote delivered
4. NEGOTIATING    → Client reviewing, asking questions, or negotiating terms
5. CONTRACT SENT  → Awaiting signature
6. WON            → Signed and starting
7. LOST           → Didn't close (track the reason why)

Each stage has a probability weight for revenue forecasting:

  • Inquiry: 10% | Qualifying: 25% | Proposal Sent: 50% | Negotiating: 65% | Contract Sent: 80% | Won: 100%
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