Transform Your Service Business with the Productized Service Notion Template

Welcome to the Productized Service Notion Template, your all-in-one solution for elevating service-based businesses to new heights. Crafted by a Notion Certified creator with over 8 years of experience in the tech and nonprofit industry, this template is designed to streamline your workflow, enhance client management, and boost overall productivity.

What's Included:

• Client Management: Seamlessly manage and organize client information in the dedicated "Projects" section. Keep all client details at your fingertips.
• Task Progress at a Glance: Effortlessly move tasks from request to completion, tracking progress in real-time. The "Tasks" tab offers an aggregated view of all your clients, making it easy to monitor pending and completed tasks, active memberships, and upcoming deadlines.
• Holistic Workflow: Utilize the three-column system—Request, In Progress, and Done—to ensure a clear and organized workflow for each client project.

How to Use This Template:

1. Add a Client:
   • Navigate to the "Projects" section and create a new client entry under the "All" category.
2. Client Tasks Made Easy:
   • Open the client-specific entry to add relevant information. Share this page with your client to facilitate seamless task collaboration.
3. Monitor Progress Like a Pro:
   • Use the "Tasks" tab to oversee all your clients' tasks, ensuring you stay on top of project statuses, active memberships, and deadlines—consolidated in one convenient location.

Tips for Success:

• Privacy First:
  • Maintain a streamlined workflow by sharing only individual client pages with your clients. This ensures privacy and prevents disruptions to other client information.
• Visualize Your Workflow:
  • Enhance visibility with filters to highlight different task statuses. Keep your workflow crystal clear at all times.
• Automation for Efficiency:
  • Explore automation tools like Make and Zapier to create custom workflows. Interested in additional features? Let me know!

Support and Feedback:

Have questions or need assistance? Reach out to our dedicated support team at hi@bastiankoh.com. We value your feedback and are committed to ensuring you have the best experience with this template.

Transform your service business—get the Productized Service Notion Template now!