Client Desk is a ready-to-use Notion workspace designed to help service providers manage clients, projects, communication, and delivery in one organized system.
Instead of juggling spreadsheets, documents, emails, and task lists, Client Desk brings everything into a single, structured dashboard that follows the full client lifecycle from first contact to project completion.
Who this is for
Client Desk is built for:
It works across industries and can be customized to fit different services, workflows, and team sizes.
The problem it solves
Most service providers struggle with:
Scattered client information
Forgotten follow-ups and missed tasks
Unclear project progress
Disorganized communication history
Manual, repetitive admin work
Client Desk solves this by creating one central workspace where every client, project, meeting, task, and document is connected and easy to track.
How it helps
With Client Desk, you can:
Keep clear client profiles with related work and status
Track projects, tasks, and progress across all clients
Log meetings, calls, and key interactions in one place
Store and reference proposals, agreements, and onboarding materials
Standardize onboarding so every client starts smoothly
The result is less admin, fewer mistakes, and a more professional client experience.
What’s included
Client management system
Project and task tracking
Communication and meeting logs
Client documents and resources
Onboarding checklist
Ready-to-duplicate Notion template
“Start Here” setup guide
How it works
Purchase the template
Duplicate it into your Notion workspace
Customize it to fit your service
Start managing clients immediately
No advanced Notion knowledge required.