🏒 The all-in-one Notion OS for design studios managing multiple clients. Track projects, briefs, team workloads, client feedback, invoices, and creative reviews β€” all in one beautifully organized workspace built for agency life.


πŸ—ΊοΈ What's Inside

Module What You Get
πŸ“Š Client Roster Active client profiles, contacts & contracts overview
πŸ“¦ Project Pipeline Multi-client project board with status, phases & deadlines
πŸ“ Brief & Creative Reviews Feedback logs, version tracking & approval workflows
πŸ‘₯ Team Workload Manager Designer allocation, capacity & availability tracker
πŸ’° Invoice & Billing Tracker Project billing, payment status & revenue overview
πŸ“… Studio Sprint Planner Weekly team priorities, standups & delivery milestones
🎨 Asset & Brand Library Client brand assets, style guides & file links
πŸ’¬ Communication Log Client meeting notes, decisions & next steps

⚑ Who This Is For


πŸš€ How to Get Started

  1. Duplicate this template to your Notion workspace
  2. Add your active clients to the Client Roster
  3. Create projects in the Pipeline board and assign team members
  4. Log briefs and reviews as client feedback comes in
  5. Track billing in the Invoice tracker to stay on top of cash flow

πŸ“Š Multi-Client Project Pipeline & Revenue Tracking

Client Name Project Name Project Type Status Start Date Deadline Budget Revenue Project Lead
Acme Corp Brand Refresh Branding In Progress Mar 1, 2026 Apr 15, 2026 $45,000 $45,000 Sarah Kim
TechFlow Inc Website Redesign Web Design In Review Feb 10, 2026 Mar 25, 2026 $62,000 $62,000 Marcus Chen
GreenLeaf Co Marketing Campaign Marketing Planning Mar 15, 2026 May 1, 2026 $38,000 $38,000 Lisa Park