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The Client Hub

Every client, every deadline, one place.

One view of every client relationship: what is due, what is waiting on them, what was agreed and where the files are. Built so nothing depends on remembering an email from three weeks ago.

A client management system for tracking projects, deliverables, deadlines, notes and communication across every active client.

The problem it removes

Client work goes wrong in the gaps — a missed deadline, a scope change no one wrote down, a file buried in a thread. Scattered tools make those gaps the norm.

What's included

  • Client directory with status and rate
  • Project and deliverable tracker
  • Deadline and follow-up view
  • Meeting notes and decisions log
  • Onboarding and offboarding checklists

A look inside

Structure shown for demonstration.

How to use it

  1. 01

    Add each active client to the directory.

  2. 02

    Break every project into dated deliverables.

  3. 03

    Check the deadline view at the start of each day.

Who it's for

  • Freelancers running three or more clients at once
  • Small studios coordinating shared work
  • Consultants who bill by project

Formats and compatibility

Delivered as Notion, Google Sheets. Works with Notion, Google Sheets.

NotionGoogle Sheets

Questions

Is this a full CRM?

No. It covers delivery, not sales pipelines. It tracks the clients you have, not the leads you are chasing.

Can a client see their section?

You can share a single project view read-only in Notion. The rest of the hub stays private.

Still deciding? Read the full FAQ or ask us anything.

The Client Hub$18 · M002