Having a system to use is a game-changing feat for freelancers. With the need to juggle different clients, Notion templates can help organize one’s workflow.
Even if you have zero coding knowledge, you still can use these pre-built Notion templates for freelancers to leverage this tool’s functionality.
Table of Contents
Free Notion Templates for Freelancers
1. Client Portal: 2.0
What We Like About It:
- Passwords, documents, files, invoices, mood boards, etc. can be saved and shared with the client
- “Home” section saves quick links to different pages of the template
- “Home Dashboard” to track projects in timeline and list views
- “Top Priority Actions” Kanban board tracks tasks by status; can be switched to “Priority Board” and “Tasks by Project”
- “Meetings” calendar to track client meetings; past meetings can be viewed in the “History” tab
Get the Client Portal: 2.0 template here
2. The Freelancer Dashboard
What We Like About It:
- Clean template design
- Calendar and weather widgets added to stay oriented with the date and time
- Dashboard section features links to “Projects,” “Tasks,” “Clients,” and “Invoices” pages
- “Analytics” section features project cards for “Active Projects,” “Active Tasks,” and “Unpaid Invoices”
- “Active Projects” lists projects you’re working on with progress bars
- “Active Tasks” lists current tasks
- “Unpaid Invoices” lists sent invoices that are not yet paid
Get The Freelancer Dashboard template here
3. Client Database
What We Like About It:
- Designed for writers, but can be customized to any freelance work
- Notion tags classify the topics by the client, to whom these topics were assigned, and the status of the writing task
- “Status” property has checkboxes for ticking off completed tasks
- Document and research-related links can be embedded in the “Links” property
- Rate per writing task is shown in the “Amount” section
Get the Client Database template here
4. Contracting Proposal
What We Like About It:
- “Goal” section to describe the things you set as goals
- “Scope of Work” describes in detail your services
- “Recent Works” gallery to showcase your portfolio
- “Milestones & Timelines” calendar to track project deadlines
- “Pricing” section shows the breakdown of your rates and their frequency
- “Payment Instructions” explains the payment terms
- “Package” section for describing the contents of your service packages
- “Terms and Conditions” to define the definition of the contract
Get the Contracting Proposal template here
5. Pricing Strategy by Rita Viana
What We Like About It:
- “Auto Calculator” automatically sums the values from the different databases in the template
- “Income” section features the “Revenue Streams” database; Notion tags show the payment status
- “Expenses” section features databases for personal and business expenses; tags sort the entries into expense categories
- “Easy Pricing Simulator” database enters your services and helps experiment with the prices and number of clients you’ll need to hit your revenue goal
Get the Pricing Strategy template by Rita Viana here
6. Freelance Hourly Rate Log
What We Like About It:
- Helps freelancers track their work hours
- Hourly rate can be added in the “Hourly Rate” property; currency can be changed to the one used by the client
- Tags used to sort the tasks by difficulty and action made on them
- “Clock In” and “Clock Out” properties to take note of the date and time you logged in and out of work
- Automatic calculation of “Hours logged” and “Income”
Get the Freelance Hourly Rate Log template here
7. Independent Contractor Toolkit
What We Like About It:
- Helps with organizing and streamlining client tasks by tracking hours, tasks, and invoices
- “Lightweight Task Manager” checklist for listing tasks by client or company
- “Time Card” database to log in hours worked on assigned tasks
- “Invoice Template” in Kanban board view for tracking the invoices sent to clients
- “Agreements” section to embed contract or agreement files
- “Contact Information” section to save client contact details
Get the Independent Contractor Toolkit template here
Paid Notion Templates for Freelancers
1. The Complete Freelancer Setup by Jesse Showalter
What We Like About It:
- All-in-one template for freelancers
- Streamline your projects, clients, tasks, and finances with the “Freelance Business” dashboard
- “Freelance Business Tasks” database can be switched to a Gantt chart view
- Customizable Figma template for project proposals
- Comes with a template for “Client Surveys” for changing strategies and vetting bad clients
- “Portfolio E-book” to guide you in creating your portfolio
Get Jesse Showalter’s The Complete Freelancer Setup template here
2. Easlo’s Notion Freelance OS
What We Like About It:
- All-in-one OS for freelancers — no more jumping from one tool to another
- Comes with a detailed onboarding guide to help new freelancers
- Manage projects, client contact details, and tasks in databases whose views can be switched into the calendar, Kanban board, and timeline views
- Notes, invoices, subscriptions, income, and expenses can all be tracked
- Lifetime access to updates
- Access to the exclusive community
Get the Notion Freelance OS template by Easlo here
3. Matt Bio’s Notion Freelancer Kit
What We Like About It:
- All-in-one customizable and scalable template bundle
- Has a video walkthrough
- “Full Sales CRM” for managing client outreach
- “Project Manager” and Task Manager” databases organize projects and tasks
- “Client List” to track client contact details and improve relationships with them
- “Goals and Milestone Tracker” to track business objectives
- “Invoice Creator” to generate client invoices
- “Finance Manager” helps manage your finances
- “Asset Library” and “Notes Storage” for storing assets and details