For solo freelancers and consultants with 5 to 30 clients
Every client, project and unpaid invoice in one Notion workspace
A planned Notion template linking leads, clients, projects, invoices due and notes, with a shareable client portal and a worked example.
Planned launch price
$29
Planned launch price. Planned launch: January 2027. Reserving is free; no payment is taken today.
Pre-launch: reserving is free, no payment is taken today.
Where client admin slips
Leads sit in one app, projects in another and unpaid invoices in a spreadsheet, so something is always missed.
Big Notion life-OS bundles hold everything except a clear view of who owes you what and what is due this week.
Many templates arrive as an empty workspace with no example, so setting them up takes an evening of guessing.
Clients ask for status by e-mail because there is no single page they can look at.
What the template will hold
- Linked databases for leads, clients, projects, invoices due and notes
- A pipeline view from first contact to paid
- A 'due this week' view of open invoices and deadlines
- A client portal page per client that you can share read-only
- A worked example project filled in, so you see every view in use
- A walkthrough video of the set-up, plus a one-page start guide
Questions
Is the template available?
Not yet. This page is a test: it checks whether people want the template before it is made. The reserve button only counts your click. No payment details are asked for and nothing is charged.
When does it launch?
The planned launch window is January 2027. The planned launch price is $29. Reserving now is free and no payment is taken today.
What happens when I press reserve?
After one short question, the reserve button counts your click and shows a page that says the template is not available yet. This page collects no e-mail address, so it cannot tell you when the template is ready.
Does it send invoices?
No. It tracks which invoices are due and paid. You keep sending invoices from the tool you use now.
Which Notion plan do I need?
The plan is that it works on the free Notion plan for one person. Notion is a trademark of its owner; this template is not made or endorsed by Notion.
Who is behind this?
Clientsroster is a planned template product of Bardach Technologies LLC. Nothing is on sale yet.