Prompt Almanac

Create intermediate Works with: Any AI

Freelancer CRM in Notion

Structured brief

Track leads, clients, projects, and invoices simply.

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Design a lightweight CRM and client tracker for a freelancer. My services and typical client journey: [SERVICES_AND_JOURNEY]. Volume of leads and clients: [VOLUME]. Tools I already use for invoicing and email: [OTHER_TOOLS]. Information I must protect (client confidentiality): [CONFIDENTIALITY].

Return:
1. Databases and properties: Leads (name, company, source, status, first contact, next step, next step date, estimated value, probability notes), Clients (contact details, relationship notes, preferences, contract and renewal dates, lifetime value), Projects (client relation, scope, dates, status, budget, hours, link to documents), Interactions (date, type, summary, follow-up), and Invoices (number, amount, issue and due dates, status).
2. Relations and rollups: total billed per client, open invoices, projects by client, next follow-up date.
3. Views: pipeline board by lead status, follow-ups due this week, active projects, overdue invoices, clients to contact (no touch in 60 days).
4. Templates: lead intake, discovery call notes, proposal checklist, project kickoff, offboarding with request for testimonial.
5. Processes: respond to leads within a set time; weekly review of the pipeline; a 15-minute Friday admin routine.
6. Privacy and security: store only what you need, restrict sharing, backups, and compliance with data protection rules in [JURISDICTION] [VERIFY].

Provide sample data and expected rollup values. Note that invoicing and tax records should live in proper accounting software.

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