A complete system for managing clients, projects and operations - all in one place.
The Client Manager template is designed for service providers, studios and agencies who need clarity and control across every stage of client work. From onboarding to delivery to long-term relationship management, this template gives you a central hub to keep projects moving, communications consistent and operations organised.
What’s inside:
Service Suite Database – catalog your offers and services with clarity
Pipeline Database – track projects from lead to delivery
Client Accounts Database – manage all client details in one view
Contacts Database – keep every connection and stakeholder organized
Invoices Database – log payments and stay on top of financials
SOP Manual + Template – document repeatable processes for scale
Knowledgebase Database – centralize assets, resources, and key info
Task Database – manage project tasks and deadlines with ease
Meeting Notes Database – capture discussions and next steps instantly
Docs Database – store contracts, briefs, and essential files
Archive Database – keep a clean record of past projects and clients
A complete system for managing clients, projects and operations - all in one place.
The Client Manager template is designed for service providers, studios and agencies who need clarity and control across every stage of client work. From onboarding to delivery to long-term relationship management, this template gives you a central hub to keep projects moving, communications consistent and operations organised.
What’s inside:
Service Suite Database – catalog your offers and services with clarity
Pipeline Database – track projects from lead to delivery
Client Accounts Database – manage all client details in one view
Contacts Database – keep every connection and stakeholder organized
Invoices Database – log payments and stay on top of financials
SOP Manual + Template – document repeatable processes for scale
Knowledgebase Database – centralize assets, resources, and key info
Task Database – manage project tasks and deadlines with ease
Meeting Notes Database – capture discussions and next steps instantly
Docs Database – store contracts, briefs, and essential files
Archive Database – keep a clean record of past projects and clients
