A Notion account is required. See setup and software requirements below.
Actual product preview · three images below
Put it to work
What you can do with it.
01Keep client projects, meeting notes and delivery work connected.02Record requests and approvals before changing agreed scope.03Review finance follow-ups, renewals and reusable SOPs in one workspace.
Look inside
See the actual product.
Included workspace or PDF previews in DEEKE frames. Sample records illustrate how to use the product. Select any image to open it at full size.
Included Notion workspace: overview and setup.Included project workspace with sample records.Included client workspace with sample records.
Included with your purchase
What you receive.
Home command center and pipeline dashboard
Clients, projects, requests, approvals, and meetings
Finance & renewals, SOPs & assets, and archive
Start Here guide, setup checklist, and database templates
$19 USD
One-time purchase · digital product. Checkout may add applicable taxes.
Before you buy
Requires your own Notion account. Purchase provides access to duplicate the workspace. This is a self-serve template; setup and customization are yours.
Gumroad handles checkout and access to your purchase content.
Get started
Your first three steps.
Purchase through Gumroad and open the supplied workspace access link.
Sign in to your own Notion account and duplicate the template.
Read the included setup guide, replace sample records and start with one workflow.
A worked example
Keep a scope change visible.
Illustrative project: a five-page website with one revision round.
New request: three additional landing pages and another revision.
Record the request with the client project. Confirm the extra scope, fee and timing before updating delivery work. Keep the approval and follow-up records together.
See the included format and requirements before choosing.
Is this a subscription?
This is a one-time digital product purchase. Any software plan or usage costs in the requirements are separate.
Make it your own
After duplicating this template into your own Notion workspace, you can edit the text, replace sample records, and adjust views and properties to suit your workflow.
Keep an unchanged copy as a backup. If you change formulas or database relations, test the result before using it for live work.
Can I learn more before buying?
Browse the actual previews above and read the related free guide. Preview sample records illustrate the workflow.
