Do you struggle with managing your leads and clients? Do you wish you had a system in place that would help you streamline your workflow and make timely decisions? If so, I have great news for you!
I have created a simple and efficient leads management template on Notion that can help you do just that. It's simple and crafted in a way that you can learn how to use it in a matter of minutes.
What you will get.
The template features a pipeline view that displays three sections:
- NEW LEADS,
- OPEN DISCUSSION, and
Beneath the pipeline is the Project Details section, where you can enter a detailed description of the project, the amount involved, the category of the task, the duration, the assigned individual for the task, and the headshot of the client.
I'm confident that this template will help you streamline your workflow and take your business operations to the next level. Thank you for your time, and I look forward to hearing your success stories.