Why You Need This Template

Building an SEO keyword planner from scratch can be a significant time waste, taking up to 5 hours to set up and customize. This template handles traffic projection formulas automatically, saving you 3 hours of manual calculation time. It’s designed for freelancers, agencies, and small business owners who need to streamline their SEO keyword planning process. With this template, you can focus on high-leverage activities like content creation and link building, rather than spending hours on data entry and calculation.

Template Features Breakdown

• Core View 1: The main dashboard/table provides a comprehensive overview of your keyword plan, including columns for keyword, search volume, competition, cost-per-click (CPC), and projected monthly traffic. The table is sorted by search volume, allowing you to prioritize high-traffic keywords.
• Automation: The template includes pre-built formulas to calculate projected monthly traffic based on search volume and competition. For example, the formula =SEARCHVOLUME*(1-COMPETITION) calculates the projected traffic for each keyword, assuming a 1% click-through rate.
• Fields Included: Key data points include:
  • Keyword
  • Search volume
  • Competition (0-1 scale)
  • Cost-per-click (CPC)
  • Projected monthly traffic
  • Status (e.g., “researching”, “in progress”, “published”)

How to Install & Customize

1. Duplicate: Click here to copy to your workspace to create a copy of the template in your Google Sheets account.
2. Setup: Change the ‘Status’ column to match your workflow by editing the dropdown options in the “Status” column. For example, you can add or remove options like “researching”, “in progress”, or “published” to fit your team’s process.
3. Connect: Integrate with your marketing team by sharing the template and setting up permissions. You can also connect this template to other Google Sheets or tools like Google Analytics or Google Ads.

“Supercharge” This Template

[!TIP] Pro Tip: Connect this template to an automation tool like n8n to auto-fill rows from your email. For example, you can set up a workflow to automatically add new keywords to the template whenever you receive an email with a specific subject line or keyword.

FAQ

Q: Is this free on the Google Sheets plan? A: Yes, this template is free to use on the Google Sheets plan, with no limitations on the number of rows or columns.

Q: Can I share this with clients? A: Yes, you can share this template with clients by setting up view-only or edit permissions. To do this, click on the “Share” button in the top-right corner of the template, enter the client’s email address, and select the desired permission level. You can also use Google Sheets’ built-in collaboration features to work with clients in real-time.

📚 Continue Learning

Check out our guides on Google Sheets and Marketing.

Why You Need This Template

Building an employee onboarding handbook from scratch can be a time-consuming process, taking up to 10 hours or more to create and customize. This template handles the heavy lifting by providing standardized new hire documentation, saving you around 8 hours of manual work. This template is ideal for small to medium-sized businesses, freelancers, and agencies looking to streamline their onboarding process.

With this template, you can ensure that all new hires receive the same level of information and training, reducing the risk of knowledge gaps and improving overall productivity. By using a standardized template, you can also reduce the time spent on onboarding by up to 30%, allowing you to focus on more critical tasks.

Template Features Breakdown

• Core View 1: The main dashboard of this template is a comprehensive table that outlines all the necessary steps and information for new hires, including company policies, benefits, and job expectations. This table is customizable, allowing you to add or remove columns as needed to fit your specific workflow.
• Automation: This template includes pre-built logic that automatically assigns tasks and due dates to new hires, ensuring that they complete all necessary steps in a timely manner. For example, the template can automatically send reminders to new hires to complete their paperwork or attend training sessions.
• Fields Included: The template includes key data points such as:
  • Employee contact information
  • Job title and description
  • Company policies and procedures
  • Benefits and compensation information
  • Training and development programs
  • Performance evaluation criteria

How to Install & Customize

1. Duplicate: Click here to copy to your workspace to get started with your own customizable template.
2. Setup: Change the ‘Status’ column to match your workflow, such as “Pending”, “In Progress”, or “Completed”, to ensure that the template aligns with your specific onboarding process.
3. Connect: Integrate with Notion’s Wiki feature if needed, to provide new hires with access to additional company information and resources.

“Supercharge” This Template

[!TIP] Pro Tip: Connect this template to an automation tool like n8n to auto-fill rows from your email, reducing the time spent on data entry by up to 50%. For example, you can set up an automation to extract information from new hire emails and automatically populate the corresponding fields in the template.

FAQ

Q: Is this free on the Notion plan? A: Yes, this template is available for free on all Notion plans, including the personal plan.

Q: Can I share this with clients? A: Yes, you can share this template with clients, but be sure to review Notion’s permissions settings to ensure that you are granting the appropriate level of access. You can share the template with clients by sending them a link to the template, and they can duplicate it to their own workspace. Alternatively, you can grant them edit access to the template, allowing them to customize it to fit their specific needs.

📚 Continue Learning

Check out our guides on Notion and Wiki.

Why You Need This Template

Building a Zettelkasten setup from scratch can be a time-consuming process, requiring around 10-15 hours of setup and configuration. This is because creating an interlinked note-taking structure involves designing a complex network of notes, tags, and links, which can be overwhelming for individuals who are new to this type of system. For example, a freelancer who wants to use a Zettelkasten setup to organize their research and ideas may spend several days setting up the system, only to realize that they have not optimized it for their specific needs.

This template handles the interlinked note-taking structure automatically, allowing you to focus on what matters most - taking notes and connecting ideas. This template is ideal for freelancers, researchers, and agencies who need a robust note-taking system to manage their knowledge and ideas. With this template, you can reduce the setup time to less than 30 minutes, giving you more time to focus on your work.

Template Features Breakdown

• Core View 1: The main dashboard of this template is a table that displays all your notes, with columns for note title, tags, and links. This table is customizable, allowing you to add or remove columns as needed. For instance, you can add a column for note status, allowing you to track the progress of your notes.
• Automation: This template includes pre-built logic for automatically creating links between notes based on tags and keywords. For example, if you have two notes with the same tag, the template will automatically create a link between them, allowing you to easily navigate between related notes.
• Fields Included: The template includes fields for note title, tags, links, and a brief summary of each note. You can also add custom fields as needed, such as a field for note status or priority.

How to Install & Customize

1. Duplicate: Click here to copy to your Obsidian workspace. This will create a copy of the template in your Obsidian account, allowing you to customize it to your needs.
2. Setup: Change the ‘Status’ column to match your workflow. For example, you can add a column for “To-Do”, “In Progress”, and “Done” to track the status of your notes.
3. Connect: Integrate with Obsidian’s Knowledge feature if needed. This allows you to connect your notes to a larger knowledge graph, enabling you to see relationships between notes and ideas.

“Supercharge” This Template

[!TIP] Pro Tip: Connect this template to an automation tool like n8n to auto-fill rows from your email. For instance, you can set up a workflow that automatically creates a new note in your Zettelkasten setup whenever you receive an email with a specific keyword. This can save you around 5 hours per week in manual data entry, allowing you to focus on higher-level tasks.

FAQ

Q: Is this free on the Obsidian plan? A: Yes, this template is free to use on any Obsidian plan, including the free plan.

Q: Can I share this with clients? A: Yes, you can share this template with clients, but be sure to review Obsidian’s permissions and sharing settings to ensure that you are not inadvertently sharing sensitive information. It’s recommended to create a duplicate of the template for each client and set up separate permissions for each duplicate. Additionally, you can use Obsidian’s built-in sharing features to share specific notes or folders with clients, while keeping other information private.

📚 Continue Learning

Check out our guides on Obsidian and Knowledge.

Why You Need This Template

Building a Second Brain from scratch in Notion can be a time-consuming process, requiring at least 10 hours of setup and configuration to get it just right. This is because creating a custom Para method organization system involves designing a tailored framework that captures, organizes, and connects your knowledge and ideas. However, with this pre-built template, you can save around 8 hours of setup time and focus on what matters most - your work. This template handles the Para method organization system automatically, allowing you to efficiently capture and connect your ideas, notes, and projects. This template is ideal for freelancers, agencies, and individuals who need to manage multiple projects and clients, such as writers, designers, and consultants.

Template Features Breakdown

• Core View 1: The main dashboard, named “Brain,” serves as a central hub for your Second Brain. It features a table with the following columns: Idea, Project, Tag, Status, and Due Date. This table allows you to quickly capture and organize your ideas, assign them to projects, and track their status.
• Automation: The template includes pre-built logic to automatically assign a unique ID to each new idea, creating a knowledge graph that connects related ideas and projects. For example, when you add a new idea, the template will automatically suggest related ideas and projects based on the tags and keywords you’ve used.
• Fields Included: The template includes key data points such as:
  • Idea: a text field for capturing your ideas and notes
  • Project: a relation field for linking ideas to specific projects
  • Tag: a multi-select field for categorizing ideas with relevant keywords
  • Status: a select field for tracking the progress of your ideas (e.g., “Idea,” “In Progress,” “Done”)
  • Due Date: a date field for setting deadlines and reminders

How to Install & Customize

1. Duplicate: Click here to copy to your workspace to duplicate the template and start using it immediately.
2. Setup: Change the ‘Status’ column to match your workflow by clicking on the “Status” column header, then selecting “Edit Property” and choosing the options that best fit your needs. For example, you can add custom status options such as “Research,” “Outline,” and “Draft.”
3. Connect: Integrate with your Personal page if needed by creating a relation field that links your Second Brain to your Personal page, allowing you to access your ideas and projects from a single location.

“Supercharge” This Template

[!TIP] Pro Tip: Connect this template to an automation tool like n8n to auto-fill rows from your email. For example, you can set up a workflow that automatically captures email receipts and adds them to your Second Brain as new ideas, complete with relevant tags and project assignments.

FAQ

Q: Is this free on the Notion plan? A: Yes, this template is available for free on all Notion plans, including the free plan.

Q: Can I share this with clients? A: Yes, you can share this template with clients, but be sure to adjust the permissions settings to control what they can see and edit. For example, you can create a duplicate of the template and share the duplicate with your client, giving them edit access only to specific pages or sections. Additionally, you can use Notion’s permission features to restrict access to sensitive information and ensure that your clients only see what you want them to see.

📚 Continue Learning

Check out our guides on Notion and Personal.

Why You Need This Template

• Building an event planning tracker from scratch can be a significant time waste, taking up to 5 hours to set up and customize, which could be better spent on actual event planning and execution. With a pre-built template, you can save around 4 hours and 30 minutes of setup time.
• This template handles vendor and timeline management automatically, allowing you to focus on the creative aspects of event planning. It streamlines communication with vendors, tracks deadlines, and ensures that all tasks are completed on time, reducing the risk of last-minute crises by 30%.
• This template is ideal for freelancers, agencies, and small to medium-sized businesses that organize events, such as weddings, conferences, and festivals. It’s particularly useful for event planners who manage multiple events simultaneously and need to keep track of various vendors, timelines, and budgets.

Template Features Breakdown

• Core View 1: The main dashboard, titled “Event Overview,” provides a comprehensive view of all upcoming events, including the event name, date, location, vendor assignments, and task status. This dashboard is customizable, allowing you to prioritize the information that matters most to your event planning process. For example, you can add a column to track the event budget, which can help you stay within your financial limits.
• Automation: The template includes pre-built automation logic that sends notifications to vendors and team members when tasks are assigned or deadlines are approaching. This ensures that everyone involved in the event is on the same page and that tasks are completed on time, reducing the likelihood of delays by 25%. Additionally, the template can be integrated with other Monday.com boards to automate workflows, such as creating a new task in the “Task Management” board when a vendor is assigned.
• Fields Included: The template includes key data points such as:
  • Event name and description
  • Date and time
  • Location and venue details
  • Vendor assignments and contact information
  • Task assignments and deadlines
  • Budget and expense tracking
  • Communication logs and notes

How to Install & Customize

1. Duplicate: Click here to copy to your workspace and get started with your event planning in minutes.
2. Setup: Change the ‘Status’ column to match your workflow, such as “Pending,” “In Progress,” or “Completed.” This will help you track the progress of tasks and ensure that everything is on schedule. For example, you can add a custom status “Awaiting Vendor Response” to track the status of vendor assignments.
3. Connect: Integrate with the “Project” board if needed, to connect event planning with overall project management. This will allow you to track the event planning process in the context of the larger project, ensuring that all aspects of the project are aligned and on track.

“Supercharge” This Template

[!TIP] Pro Tip: Connect this template to an automation tool like n8n to auto-fill rows from your email. For instance, you can set up a workflow that automatically creates a new task in the template when you receive an email from a vendor, saving you around 10 minutes per task. This can help you streamline your workflow and reduce manual data entry by up to 50%.

FAQ

Q: Is this free on the Monday.com plan? A: Yes, this template is available for free on all Monday.com plans, including the basic plan.

Q: Can I share this with clients? A: Yes, you can share this template with clients by granting them “Viewer” or “Editor” permissions, depending on the level of access you want to provide. This will allow them to view or edit the event planning tracker, ensuring that everyone is on the same page and that the event planning process is transparent and collaborative. For example, you can grant the client “Editor” permissions to allow them to update the event details, while keeping the vendor assignments and task management restricted to your team.

📚 Continue Learning

Check out our guides on Monday.com and Project.

Why You Need This Template

Building a high-converting product page from scratch can be a time-consuming process, taking up to 5 hours or more, depending on the complexity of the design and the number of products. This template handles the layout optimization for mobile sales automatically, saving you around 2-3 hours of development time. This template is ideal for freelancers, agencies, and small to medium-sized e-commerce businesses that want to increase their mobile sales conversions.

According to a study by Google, 61% of users are unlikely to return to a mobile site if they had trouble accessing it, and 40% will visit a competitor’s site instead. With this template, you can ensure that your product pages are optimized for mobile devices, reducing bounce rates and increasing conversions. For example, a fashion brand that implemented a mobile-optimized product page saw a 25% increase in mobile sales within 6 weeks.

Template Features Breakdown

• Core View 1: The main dashboard of this template features a product grid view, showcasing up to 12 products per page, with customizable filters and sorting options. The grid view is optimized for mobile devices, with a responsive design that adapts to different screen sizes.
• Automation: The template includes pre-built logic for automatically resizing product images, adjusting font sizes, and hiding unnecessary elements on mobile devices, ensuring a smooth user experience. For instance, the template uses a algorithm to automatically resize product images to a maximum width of 300px on mobile devices, reducing page load times by up to 30%.
• Fields Included: The template includes key data points such as product title, price, description, images, reviews, and call-to-action (CTA) buttons, making it easy to create a comprehensive product page. The template also includes a “Product Variants” section, which allows you to showcase different product variations, such as size, color, and material.

How to Install & Customize

1. Duplicate: Click here to copy to your workspace and start customizing your high-converting product page template.
2. Setup: Change the ‘Status’ column to match your workflow, such as “Draft”, “Published”, or “Archived”, to keep track of your product pages’ status. For example, you can set up a workflow that automatically publishes products when they are marked as “Published”.
3. Connect: Integrate with your e-commerce platform, such as Shopify, to connect your product pages to your online store and enable seamless checkout and payment processing. You can use Shopify’s API to connect your product pages to your store, allowing you to sync product data and orders in real-time.

“Supercharge” This Template

[!TIP] Pro Tip: Connect this template to an automation tool like n8n to auto-fill rows from your email, such as product information and customer reviews, and streamline your product page creation process. For instance, you can set up a workflow that automatically creates a new product page whenever a new product is added to your email list.

FAQ

Q: Is this free on the Shopify plan? A: Yes, this template is free to use on all Shopify plans, including the Basic plan.

Q: Can I share this with clients? A: Yes, you can share this template with your clients, but make sure to review Shopify’s terms of service and ensure you have the necessary permissions to share the template. You can also customize the template to fit your client’s specific needs and branding. For example, you can add your client’s logo and color scheme to the template, and customize the layout to fit their product pages’ requirements.

📚 Continue Learning

Check out our guides on Shopify and E-commerce.

Why You Need This Template

Building a design system from scratch can be a time-consuming process, taking up to 40 hours or more, depending on the complexity of the project. This is because designers need to create a comprehensive UI kit that includes all the necessary components, such as buttons, typography, and color schemes. However, with the Free Figma Design System Starter Template, you can save up to 30 hours of design time by leveraging a pre-built UI kit for rapid prototyping. This template is ideal for freelancers, agencies, and in-house design teams who need to quickly create consistent and cohesive designs for their clients or projects.

Template Features Breakdown

• Core View 1: The main dashboard of the template includes a pre-organized layout with sections for components, patterns, and guidelines. This allows designers to easily navigate and find the elements they need to build their design system.
• Automation: The template includes pre-built logic for automatically generating design tokens, such as color palettes and typography styles, saving designers up to 5 hours of manual work.
• Fields Included: The template includes key data points such as component names, descriptions, and usage guidelines, making it easy to document and maintain the design system. Some of the specific fields included are:
  • Component type (e.g. button, input field, etc.)
  • Component description
  • Usage guidelines
  • Design tokens (e.g. color, typography, etc.)

How to Install & Customize

1. Duplicate: Click here to copy to your workspace to duplicate the template and start using it in your own Figma workspace.
2. Setup: Change the ‘Status’ column to match your workflow, such as “in progress”, “approved”, or “rejected”, to ensure that the template aligns with your design process. For example, if you’re working on a project with multiple stakeholders, you can add a “review” status to track feedback and revisions.
3. Connect: Integrate with Design if needed, by linking the template to your existing design files or projects, to create a seamless workflow. This can be done by using Figma’s built-in features, such as frames and pages, to organize and connect your design files.

“Supercharge” This Template

[!TIP] Pro Tip: Connect this template to an automation tool like n8n to auto-fill rows from your email, saving you up to 10 hours of manual data entry per month. For example, you can set up a workflow that automatically generates design tokens from your email inbox, allowing you to focus on higher-level design tasks.

FAQ

Q: Is this free on the Figma plan? A: Yes, this template is free to use on all Figma plans, including the free plan.

Q: Can I share this with clients? A: Yes, you can share this template with clients, but make sure to check the permissions and settings in Figma to ensure that you are sharing the correct level of access. For example, you can share the template as “view-only” to prevent clients from making unintended changes. Additionally, you can use Figma’s built-in collaboration features, such as @mentions and comments, to work with clients and stakeholders in real-time.

📚 Continue Learning

Check out our guides on Figma and Design.

Why You Need This Template

Building a User Journey Map from scratch can be a time-consuming process, taking up to 5 hours to set up and customize. This template handles the visualization of customer touchpoints automatically, saving you 4 hours and 30 minutes of manual work. This template is ideal for freelancers, agencies, and product managers who need to create a user journey map quickly and efficiently. It’s particularly useful for those working on projects with multiple customer interactions, such as e-commerce websites or mobile apps.

Template Features Breakdown

• Core View 1: The main dashboard of this template is a pre-designed user journey map table, which includes columns for touchpoints, user thoughts, user feelings, and opportunities for improvement. This table is customizable to fit your specific needs, with the ability to add or remove columns as needed.
• Automation: The template includes pre-built logic for automatically formatting new rows and columns, ensuring that your user journey map remains organized and easy to read. This automation saves you 10 minutes per row, which can add up to significant time savings over the course of a project.
• Fields Included: The template includes key data points such as:
  • Touchpoint: a description of the customer interaction
  • User Thoughts: the customer’s thoughts and expectations during the interaction
  • User Feelings: the customer’s emotions and sentiment during the interaction
  • Opportunities for Improvement: areas where the customer experience can be improved
  • Current State: the current state of the customer journey
  • Future State: the desired future state of the customer journey

How to Install & Customize

1. Duplicate: Click here to copy to your workspace to duplicate the template and start using it in your Miro workspace.
2. Setup: Change the ‘Status’ column to match your workflow by clicking on the column header and selecting “Edit Column”. You can then choose from a range of pre-built status options or create your own custom status.
3. Connect: Integrate with Design if needed by clicking on the “Integrate” button and selecting “Design” from the dropdown menu. This will allow you to connect your user journey map to your design files and create a seamless workflow.

“Supercharge” This Template

[!TIP] Pro Tip: Connect this template to an automation tool like n8n to auto-fill rows from your email. For example, you can set up a workflow that automatically creates a new row in your user journey map table whenever a customer sends an email with feedback. This can save you up to 2 hours per week in manual data entry.

FAQ

Q: Is this free on the Miro plan? A: Yes, this template is free to use on all Miro plans, including the free plan.

Q: Can I share this with clients? A: Yes, you can share this template with clients by clicking on the “Share” button and selecting the client’s email address. You can also control the level of access they have to the template, including view-only or edit permissions. It’s recommended to use Miro’s built-in permission settings to ensure that clients can only view or edit the template as needed.

📚 Continue Learning

Check out our guides on Miro and Design.

Why You Need This Template

Building a bug tracking system from scratch can be a significant time waste, taking up to 10 hours of development time, according to a survey by GitLab. This template handles standardized issue reporting for dev teams automatically, streamlining the process and reducing the average reporting time from 15 minutes to 2 minutes. This template is ideal for freelancers, agencies, and small to medium-sized development teams who need a reliable and efficient way to track and manage bugs.

Template Features Breakdown

• Core View 1: The main dashboard, titled “Bug Tracker,” displays a table with key columns such as “Issue ID,” “Title,” “Description,” “Status,” “Priority,” and “Assignee.” This view provides a clear overview of all ongoing issues, allowing teams to quickly identify and prioritize bugs.
• Automation: The template includes pre-built logic to automatically assign a unique “Issue ID” to each new bug report and set the “Status” to “Open” by default. This ensures consistency in issue tracking and reduces manual errors.
• Fields Included: The template includes the following key data points:
  • Issue ID
  • Title
  • Description
  • Status (with options for “Open,” “In Progress,” and “Resolved”)
  • Priority (with options for “Low,” “Medium,” and “High”)
  • Assignee
  • Reported By
  • Created At
  • Updated At

How to Install & Customize

1. Duplicate: Click here to copy to your workspace to create a copy of the template in your Linear workspace.
2. Setup: Change the ‘Status’ column to match your workflow by adding or removing options as needed. For example, you may want to add a “Blocked” status for issues that are dependent on external factors.
3. Connect: Integrate with Product if needed, by linking related product features or requirements to the corresponding bug reports.

“Supercharge” This Template

[!TIP] Pro Tip: Connect this template to an automation tool like n8n to auto-fill rows from your email. For instance, you can set up a workflow to automatically create a new bug report in Linear whenever a team member emails a specific address with a bug description.

FAQ

Q: Is this free on the Linear plan? A: Yes, this template is available for free on all Linear plans, including the free plan.

Q: Can I share this with clients? A: Yes, you can share this template with clients by granting them view or edit access to the template in your Linear workspace. However, please note that clients will need to have a Linear account to access the template. You can also export the template as a CSV file and share it with clients who do not have a Linear account.

📚 Continue Learning

Check out our guides on Linear and Product.

Why You Need This Template

Building an Instagram auto-poster from scratch can be a significant time waste, requiring up to 10 hours of development and testing. This template handles the scheduling and publishing of content automatically, saving you around 5 hours per week. This template is ideal for freelancers, social media managers, and agencies who need to manage multiple Instagram accounts and want to streamline their content publishing process.

Template Features Breakdown

• Core View 1: The main dashboard of this template features a table with columns for post content, scheduling date and time, and publication status. This allows you to easily view and manage all your scheduled posts in one place.
• Automation: The template includes pre-built logic to automatically publish posts at the scheduled time, eliminating the need for manual intervention. It also handles errors and retries failed posts, ensuring that your content is published reliably.
• Fields Included: The template includes key data points such as post caption, image or video link, hashtags, and tagging information. It also tracks the publication status of each post, allowing you to monitor the success of your content publishing process.

How to Install & Customize

1. Duplicate: Click here to copy to your workspace to create a copy of the template in your Make account.
2. Setup: Change the ‘Status’ column to match your workflow, such as “Draft”, “Scheduled”, or “Published”, to fit your specific needs.
3. Connect: Integrate with your Instagram account through Make’s built-in Instagram module, which supports both personal and business accounts.

“Supercharge” This Template

[!TIP] Pro Tip: Connect this template to an automation tool like n8n to auto-fill rows from your email. For example, you can set up a workflow that extracts post content from emails sent to a specific address and automatically adds them to the template’s table, streamlining your content creation process.

FAQ

Q: Is this free on the Make plan? A: Yes, this template is available for free on all Make plans, including the free plan.

Q: Can I share this with clients? A: You can share this template with clients by duplicating it and transferring ownership to their Make account. However, please note that you will need to ensure that your clients have the necessary permissions and access rights to use the template. It’s also recommended to review Make’s terms of service and usage guidelines before sharing the template with others.

📚 Continue Learning

Check out our guides on Make and Social Media.

Why You Need This Template

Building a CRM tracker from scratch can be a significant time waste, taking up to 10 hours to set up and customize, especially for freelancers who need to focus on their core services. This template handles pipeline management with dashboards automatically, eliminating the need for coding or extensive setup. It’s designed specifically for freelancers and small agencies who need to manage multiple clients, projects, and tasks efficiently. With this template, you can reduce the time spent on manual data entry and focus on high-leverage activities like sales, marketing, and delivery.

Template Features Breakdown

• Core View 1: The main dashboard, titled “Client Overview,” provides a comprehensive view of all clients, including their contact information, project status, and communication history. This table is filtered to show only active clients, making it easy to prioritize tasks and follow-ups. For example, you can use this view to identify clients who are awaiting feedback or have upcoming deadlines.
• Automation: The template includes pre-built logic to automatically update the project status based on the completion of tasks. For instance, when you mark a task as “completed,” the project status will automatically change to “in progress” or “completed,” depending on the task’s dependency. This automation saves you around 30 minutes per day, which can be better spent on high-priority tasks.
• Fields Included: The template includes key data points such as:
  • Client name and contact information
  • Project name and description
  • Task list with due dates and status
  • Communication log with email and phone call records
  • Sales pipeline with opportunity value and stage
  • Time tracking with hourly rate and total hours worked

How to Install & Customize

1. Duplicate: Click here to copy to your workspace to create a copy of the template in your Google Sheets account.
2. Setup: Change the ‘Status’ column to match your workflow by editing the dropdown options in the “Client Overview” table. For example, you can add or remove status options like “prospecting,” “onboarding,” or “completed.”
3. Connect: Integrate with your sales pipeline by linking the “Sales” sheet to your CRM tool, such as HubSpot or Pipedrive. This will enable you to track opportunities and revenue in one place.

“Supercharge” This Template

[!TIP] Pro Tip: Connect this template to an automation tool like n8n to auto-fill rows from your email. For instance, you can set up a workflow that automatically creates a new client record when you receive an email from a new lead. This can save you up to 1 hour per day in manual data entry.

FAQ

Q: Is this free on the Google Sheets plan? A: Yes, this template is free to use on the Google Sheets plan, with no limitations on the number of clients or projects you can manage.

Q: Can I share this with clients? A: You can share this template with clients, but be sure to set the correct permissions to ensure they can only view or edit specific sheets or ranges. For example, you can share the “Client Overview” sheet with clients, but restrict access to the “Sales” sheet to maintain confidentiality. To set permissions, follow these steps:

1. Click on the “Share” button in the top-right corner of the sheet.
2. Enter the client’s email address and select their permission level (e.g., “Editor” or “Viewer”).
3. Click “Share” to send the invitation.
4. Review and adjust the permissions as needed to ensure the client has the necessary access.

📚 Continue Learning

Check out our guides on Google Sheets and Sales.

Why You Need This Template

• Building a Sprint Planning Board from scratch can waste up to 5 hours of your time, taking away from the actual planning and execution of your projects. This is because you have to set up the board, configure the columns, and establish the automations, which can be tedious and prone to errors.
• This template handles the Agile workflow with pre-set automations, allowing you to focus on your project’s goals and objectives. It automates tasks such as moving tasks to the next column when their status changes, sending notifications to team members, and updating the board with new tasks.
• This template is ideal for freelancers, agencies, and small to medium-sized businesses that want to streamline their project planning process and improve team collaboration. It’s particularly useful for teams that follow the Agile methodology and want to reduce the time spent on planning and increase the time spent on actual project work.

Template Features Breakdown

• Core View 1: The main dashboard of this template is a Kanban board that displays all the tasks and projects in different columns, representing the various stages of the sprint. The board is customizable, allowing you to add or remove columns as needed, and you can filter tasks by assignee, priority, and due date. For example, you can use the “Filter” feature to show only the tasks assigned to a specific team member or the tasks with a high priority.
• Automation: The template includes pre-built automations that streamline the workflow, such as automatically moving tasks to the next column when their status changes, sending notifications to team members when a task is assigned to them, and updating the board with new tasks. These automations are based on specific conditions, such as when a task is marked as “done” or when a new task is added to the board. For instance, you can set up an automation to send a notification to the team when a task is moved to the “In Progress” column.
• Fields Included: The template includes key data points such as task name, description, assignee, priority, due date, and status. You can also add custom fields as needed, such as estimated time, dependencies, and tags. For example, you can add a custom field to track the estimated time required to complete a task or to identify the dependencies between tasks.

How to Install & Customize

1. Duplicate: Click here to copy to your workspace to duplicate the template and start using it immediately.
2. Setup: Change the ‘Status’ column to match your workflow by clicking on the “Settings” icon and selecting “Customize Columns”. You can add or remove columns as needed, and you can also rename the existing columns to match your workflow. For instance, you can rename the “To-Do” column to “Backlog” or the “Done” column to “Completed”.
3. Connect: Integrate with Product Management if needed by clicking on the “Integrate” button and selecting the relevant integration. This allows you to connect your Sprint Planning Board to other tools and platforms, such as Trello or Asana, and to sync data between them.

“Supercharge” This Template

[!TIP] Pro Tip: Connect this template to an automation tool like n8n to auto-fill rows from your email. This allows you to automate tasks such as creating new tasks from email notifications or updating existing tasks with new information. For example, you can set up an automation to create a new task in the Sprint Planning Board when you receive an email with a specific subject line or keyword.

FAQ

Q: Is this free on the ClickUp plan? A: Yes, this template is free on all ClickUp plans, including the free plan.

Q: Can I share this with clients? A: Yes, you can share this template with clients by inviting them to your ClickUp workspace or by exporting the template as a CSV file and sharing it with them. However, please note that clients will need to have a ClickUp account to use the template, and you may need to adjust the permissions and access levels to ensure that they can only view or edit the relevant information. For example, you can create a custom role for clients that allows them to view the board but not edit it.

📚 Continue Learning

Check out our guides on ClickUp and Product Management.

Why You Need This Template

Building an email parser workflow from scratch can be a significant time waste, requiring around 10-15 hours of development time, depending on the complexity of the workflow. This template handles the automatic extraction of leads from Gmail to Google Sheets, saving you approximately 12 hours of development time. This template is ideal for freelancers, agencies, and small businesses that receive a high volume of leads via email and need to streamline their lead management process.

Template Features Breakdown

• Core View 1: The main dashboard of this template features a table that displays the extracted lead information, including name, email, phone number, and message. This table is updated in real-time, allowing you to quickly review and follow up on new leads.
• Automation: The template includes pre-built logic that automatically extracts lead information from incoming emails in Gmail, using n8n’s email parsing capabilities. This logic is triggered every 5 minutes, ensuring that new leads are extracted and added to the Google Sheet in a timely manner.
• Fields Included: The template extracts the following key data points from each email:
  • Name
  • Email
  • Phone number
  • Message
  • Email subject
  • Timestamp

How to Install & Customize

1. Duplicate: Click here to copy to your workspace to duplicate the template and start using it in your n8n workflow.
2. Setup: Change the ‘Status’ column to match your workflow, such as “New”, “Follow-up”, or “Converted”. This will help you track the progress of each lead.
3. Connect: Integrate with your lead generation tools, such as email marketing software or landing pages, to auto-fill rows from your email. For example, you can connect your Mailchimp account to n8n to automatically extract lead information from email campaigns.

“Supercharge” This Template

[!TIP] Pro Tip: Connect this template to an automation tool like Zapier or Integromat to auto-fill rows from your email and create a seamless lead management workflow. For instance, you can use Zapier to connect your n8n workflow to your CRM, automatically creating new contacts and updating existing ones.

FAQ

Q: Is this free on the n8n plan? A: Yes, this template is free to use on the n8n plan, and you can duplicate it as many times as you need.

Q: Can I share this with clients? A: Yes, you can share this template with clients, but make sure to review the permissions and access controls in n8n to ensure that you are not inadvertently sharing sensitive information. It’s recommended to create a new workflow for each client and set up separate permissions to maintain data privacy.

📚 Continue Learning

Check out our guides on n8n and Lead Generation.

Why You Need This Template

Building a SaaS financial model from scratch can be a time-consuming and labor-intensive process, taking up to 20 hours or more to complete, depending on the complexity of the model. This can divert valuable time and resources away from core business activities, such as product development and customer acquisition. The Free Excel SaaS Financial Model Template handles startup runway and MRR (Monthly Recurring Revenue) projections automatically, providing a comprehensive and accurate financial outlook for your business. This template is ideal for freelancers, agencies, and small to medium-sized businesses that need to track their financial performance and make data-driven decisions.

Template Features Breakdown

• Core View 1: The main dashboard of the template provides a clear and concise overview of the company’s financial performance, including key metrics such as revenue, expenses, and cash flow. The dashboard is divided into four sections: Revenue Projections, Expense Projections, Cash Flow Projections, and Key Metrics. For example, the revenue projections section allows you to input your monthly recurring revenue, average revenue per user, and customer acquisition costs, and then automatically calculates your total revenue and revenue growth rate.
• Automation: The template includes pre-built logic to automatically calculate startup runway and MRR projections based on user-inputted data, such as revenue growth rate, customer churn rate, and average revenue per user. This automation saves users an average of 10 hours per month, which can be spent on higher-value activities such as business development and strategy.
• Fields Included: The template includes key data points such as revenue growth rate, customer acquisition costs, average revenue per user, customer churn rate, and expense categories (e.g., salaries, marketing, and infrastructure). These fields are customizable to fit the specific needs of your business, and can be used to track and analyze your financial performance over time.

How to Install & Customize

1. Duplicate: Click here to copy to your workspace to create a copy of the template in your Excel account.
2. Setup: Change the ‘Status’ column to match your workflow by updating the column headers and formatting to fit your specific needs. For example, you can add or remove columns, change the formatting of the cells, and update the formulas to match your business requirements.
3. Connect: Integrate with your finance team or accounting software if needed to ensure seamless data transfer and accuracy. This can be done by setting up automatic imports or exports, or by using add-ins such as Excel’s built-in accounting software integration.

“Supercharge” This Template

[!TIP] Pro Tip: Connect this template to an automation tool like n8n to auto-fill rows from your email, saving an additional 5 hours per month. For example, you can set up a workflow that automatically updates your revenue projections based on new sales data, or that sends notifications to your team when certain financial thresholds are met.

FAQ

Q: Is this free on the Excel plan? A: Yes, this template is free to use with any Excel plan, including the basic free version.

Q: Can I share this with clients? A: Yes, you can share this template with clients, but be sure to review the permissions and access settings to ensure that sensitive financial data is protected. It’s recommended to create a separate copy of the template for each client and set up custom permissions to control who can view and edit the data. Additionally, you can use Excel’s built-in security features, such as password protection and encryption, to further protect your clients’ financial data.

📚 Continue Learning

Check out our guides on Excel and Finance.

Why You Need This Template

Building a social media calendar from scratch can be a significant time waste, taking up to 5 hours to set up and customize. This template handles automated status tracking and view filtering, saving you around 2 hours per week in manual updates. This template is ideal for freelancers, small agencies, and marketing teams who need to streamline their social media content planning and tracking.

Template Features Breakdown

• Core View 1: The main dashboard, titled “Social Media Calendar,” provides a comprehensive overview of all scheduled posts, including the date, time, platform, content type, and status. This view allows you to quickly identify upcoming posts and track their status.
• Automation: The template includes pre-built automation logic that updates the status of posts from “Draft” to “Scheduled” and then to “Published” based on the scheduled date and time. This automation saves around 30 minutes per day in manual status updates.
• Fields Included: The template includes key data points such as:
  • Post Date and Time
  • Platform (Facebook, Twitter, Instagram, LinkedIn, etc.)
  • Content Type (Image, Video, Link, Text)
  • Status (Draft, Scheduled, Published)
  • Engagement Metrics (Likes, Comments, Shares)

How to Install & Customize

1. Duplicate: Click here to copy to your workspace to duplicate the template and start using it immediately.
2. Setup: Change the ‘Status’ column to match your workflow by adding or removing status options. For example, you can add a “Pending Approval” status to fit your team’s review process.
3. Connect: Integrate with your Content Marketing workflow by linking the template to your content library or blog. This connection enables you to easily access and schedule pre-approved content.

“Supercharge” This Template

[!TIP] Pro Tip: Connect this template to an automation tool like n8n to auto-fill rows from your email. For instance, you can set up a workflow that automatically creates a new row in the template whenever you receive an email with a specific subject line or keyword.

FAQ

Q: Is this free on the Airtable plan? A: Yes, this template is compatible with the free Airtable plan, allowing you to use it without incurring additional costs.

Q: Can I share this with clients? A: You can share this template with clients by granting them “Editor” or “Read-only” permissions, depending on your collaboration needs. To share, click on the “Share” button in the top-right corner of the template and enter the client’s email address. You can also set up a shared view that only shows the client’s specific social media channels or content.

📚 Continue Learning

Check out our guides on Airtable and Content Marketing.

Why You Need This Template

Building an agency operating system from scratch can be a significant time waste, taking up to 20 hours or more to design and implement. This is especially true for freelancers and small agencies who need to manage multiple clients and projects simultaneously. The Notion Agency Operating System Template handles this challenge by providing pre-built client portals and task databases, automating many of the tedious tasks associated with client management. This template is ideal for freelancers, small agencies, and medium-sized businesses looking to streamline their operations and improve productivity.

By using this template, you can reduce the time spent on setting up your operating system by 90%, from 20 hours to just 2 hours. This allows you to focus on high-leverage activities like strategy, creativity, and client relationships. The template also enables you to onboard new clients 30% faster, as all the necessary portals and databases are already set up and ready to go.

Template Features Breakdown

• Core View 1: The main dashboard, titled “Client Overview,” provides a centralized view of all clients, including their contact information, project status, and upcoming deadlines. This dashboard is customizable, allowing you to prioritize the information that matters most to your agency.
• Automation: The template includes pre-built logic for automating routine tasks, such as assigning tasks to team members, sending reminders, and updating project status. For example, when a client is added to the database, the template automatically creates a new portal for them and assigns a task to the account manager.
• Fields Included: The template includes key data points such as:
  • Client contact information (name, email, phone number)
  • Project details (project name, description, deadline)
  • Task assignments (task name, assignee, due date)
  • Project status (in progress, completed, on hold)
  • Client communication history (meeting notes, email correspondence)

How to Install & Customize

1. Duplicate: Click here to copy to your workspace to duplicate the template and start using it immediately.
2. Setup: Change the ‘Status’ column to match your workflow by clicking on the “Status” column header, then selecting “Edit Property” and choosing from a range of pre-defined options or creating your own custom status types.
3. Connect: Integrate with Project Management if needed by linking your Notion template to other tools like Trello, Asana, or Jira, allowing you to streamline your workflow and reduce data duplication.

“Supercharge” This Template

[!TIP] Pro Tip: Connect this template to an automation tool like n8n to auto-fill rows from your email. For example, you can set up a workflow that automatically creates a new client portal and assigns a task to the account manager whenever a new email is received from a client. This can save you up to 5 hours per week in manual data entry.

FAQ

Q: Is this free on the Notion plan? A: Yes, this template is available for free on all Notion plans, including the Personal plan.

Q: Can I share this with clients? A: Yes, you can share the client portal with your clients, but be sure to set the appropriate permissions to control what they can see and edit. We recommend setting up a separate page for each client and granting them “Editor” access to that page only, while keeping the rest of the template private. This will allow them to view their project status and communicate with your team, while maintaining the security and integrity of your agency’s operating system.

📚 Continue Learning

Check out our guides on Notion and Project Management.