Studio Onboarding & Handover System
The paperwork for the first and last two weeks of a client project, for studios of two to twelve people.
01 What's inside
What's inside
- 01client-operations-kit-notion-link.pdfNotionOne page holding the private duplicate link. Duplicating copies all five databases, their relations, the 11 saved views and the sample records into your own workspace.~90 KB
- 02client-operations-kit-setup-guide.pdfPDFWhat each database holds, how the properties relate, which views to keep when you work alone and which to delete, and how to clear the sample data. (22 pages)~1.4 MB
- 03pipeline-stage-definitions.pdfPDFA single reference page defining each pipeline stage and the condition that has to be true before a project moves to the next one. (7 stages)~120 KB
3 files
02 Specification
Specification
- File formats
- Notion, PDF
- File size
- ~1.6 MB total
- What you need
- Requires a free Notion account; a PDF reader for the guides.
- Compatibility
- Works on the free Notion personal plan. Nothing in the template needs a paid workspace, and no Notion AI features are used.
- The Notion template is delivered as a private duplicate link, not as an importable file, so relations, filters and saved views arrive intact.
- Duplicating adds a new top-level page to your workspace. It cannot overwrite or alter anything you already have there.
- File contents are in English. Every property name, view and formula is editable; nothing is locked or protected.
- Language
- English
- Technical protection
- No DRM. Files are not password-protected.
- Licence
- Commercial licence — what you may and may not do with these files.
- Version
- 1.0
- Updated
- 16 July 2026
- Delivery
- Download link on screen and by email as soon as your payment is confirmed. See how buying works.
03 Suited to / not suited to
Who this is for
Suited to
- Freelancers running roughly three to fifteen live clients out of email, calendar and memory
- People who tried a project tool, found it was built for a team, and went back to notes
- Anyone who wants to answer "what did we agree, and has it been invoiced" in under a minute
Not suited to
- Teams: there is no assignment, permissions or workload view, and adding them is real work
- Anyone who wants bookkeeping, VAT returns or invoices that actually get sent
04 More previews
More previews
Included in
Included in a bundle
This product is part of Freelance Starter Bundle — 4 products for €89.
05 Licence
Licence
Commercial licence — what you may and may not do with these files.
06 Buying, delivery and refunds
Buying, delivery and refunds
Note
Because the files are made available immediately at your request, the 14-day withdrawal right ends then. Your rights if a file is faulty are separate and last two years. See Refunds & Withdrawal.
Download link on screen and by email as soon as your payment is confirmed. See how buying works.
07 Version and changes
Version and changes
- Version 1.0Initial release.
08 Questions about this product
Questions about this product
Will duplicating this overwrite anything in my Notion workspace?
No. Duplicating a shared page creates a new top-level page in your workspace. Your existing pages and databases are untouched, and you can delete the whole thing in one action if you dislike it.
Does it work on the free Notion plan?
Yes. Databases, relations, rollups and saved views are all available on the free personal plan. The only limitation you may hit is guest sharing, which is capped on the free plan and is not needed to use the kit alone.
Can I delete the sample records?
Yes, and you should. Six records across two fictional clients are there so the views are not empty on day one. Deleting them leaves the structure intact.
Does it track time or send invoices?
Neither. The Invoices database is a record of what you raised and what status you set on it. There is no timer, no bank connection and no reminder that fires on its own.
I already use a different client tracker. Is any of this portable?
The pipeline stage definitions and the setup guide are readable on their own and can be applied to whatever you already use. The databases themselves only exist inside Notion.
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