• [ ] Duplicate the CRM Lab Template into Your Workspace
  • Rename the page to match your business or client tracking focus.
• [ ] Customize Key Fields
  • Add/edit Service Types to match your offerings.
  • Adjust Follow-up Categories (e.g., Active Client, New Lead, Follow-Up).
  • Create additional Tags for organization (e.g., High Priority, Needs Proposal).
• [ ] Add Your Clients
  • Click New Customer.
  • Fill in:
    • Client Name
    • Contact Phone and Email
    • Service Type
    • Follow-up Status
    • Notes on interactions and next steps
    • Start Date and Last Contact Date
• [ ] Review the Client Manager View
  • Use filters to sort clients by status, service type, or follow-up category.
  • Keep an eye on next steps to stay proactive.
• [ ] Optional: Share Access with Your Team
  • Click Share in Notion and add emails with View or Edit access.
• [ ] Ready to Manage Client Relationships?
  • Update records regularly to keep your client data current.
  • Use CRM Lab to stay organized and maintain strong relationships.