Notion Proposal & Other Agency Docs (Freelancer + Agency) ✔️


Save hundreds of hours with ALL of the freelance documents you'll ever need, as out-of-the-box Notion templates.

Set up in minutes and easily customize to your clients' brand. Export to PDF or collaborate directly inside Notion. 

The Notion Pack Includes:

  • Invoice: Record a transaction with your client, specify what is owed to you. (Professional and easily changeable)

  • Service Level Agreement: Set responsibilities, expected quality and availabilities, in plain language.(Fully comprehensible and easy to update)

  • New client questionnaire: Ask these questions to better understand your client's needs.

  • Proposal: Convince potential clients to work with you. (6 page doc optimized to close deals)

  • Client onboarding guide: Help your client understand how you work.

  • Scope of Work: Specify what will be included in the project, all the deliverables.

  • Quote: Give your client an estimated price for your services, based on deliverables specified.

  • Brief: Define the scope of the project with your client.

  • Project timeline: Share your process, or all the steps required to finish the project.

  • Payments summary

Summarize all invoices sent, due and paid, along with payment details.

and 7 other templates...

  • Non-Disclosure Agreement

  • Contractor Agreement

  • Purchase & Supply Agreement

  • Design style guide

  • Final files collections

  • End of project questionnaire

i use Notion as more than just a nice note taking app. A Notion page, when shared with others, acts as a CRM, a project management tool, a fully-fledged client portal. Instead of sending multiple word documents and pdfs over email, i just send a Notion link.

Here's how it goes.

Client X wants a new website and sends a proposal request. After a short video call, you send a Notion page link. It includes:

  • a grid of your latest portfolio work

  • a page about how you work

  • notes from your first meeting

  • a list of expected deliverables

  • a quote and what the next steps are

The page is customized to the client's brand. The emojis make the client feel like home 🏠. With a short embedded Loom video, you present your proposal and share your excitement. Client X has received 3 other proposals. But this one stands out. It's clear, personal, professional. They agree to work with You.

And though it seems you have worked several hours on this proposal, it took you 5 freaking minutes. The proposal is part of a "new client” template i built in this Notion Workspace. Talk about time savings.

Client work is constantly reinventing the wheel, starting over for every new client. Updating your portfolio with relevant work, designing a new proposal, creating a new dropbox... Notion makes this onboarding a breeze. The relief of not having to think about the low-level stuff feels good.

How it Helps You:

  • Save Time & Resources: With everything in one place, you don't need to juggle multiple platforms or software.

  • Personalise Easily: The Notion framework allows for easy customisation to suit your brand's look and feel.

  • Enhanced Credibility: A polished and professional proposal lends gravitas to your brand, increasing the likelihood of sealing the deal.

  • Streamlined Process: The built-in e-signature feature simplifies the agreement process, making it quick and efficient.

  • Client-Focused: FAQs and detailed service packages put your client's needs front and centre.

  • Upselling Made Easy: Use the dedicated section to promote additional services, increasing your potential revenue.

So why wait? Get the your copy of Notion Proposal & Other Agency Docs and elevate your business today.

👨‍💼 Who is it for?

  • Web Design Freelancers & Agencies

  • Graphic Design Freelancers & Agencies

  • Marketing Freelancers & Agencies

  • Advertising Freelancers & Agencies

  • Creative Freelancers & Agencies

  • Digital Freelancers & Agencies

  • Growth Freelancers & Agencies

  • PR Freelancers & Agencies

  • Any Freelance / Agency business handling projects, tasks, clients, and finances

How does it work?

  1. Purchase

  2. Follow the Links to the Template

  3. Duplicate the Template

What will you need?

  • A device to access Notion (e.g. Desktop, Laptop, Smartphone, Tablet)

  • A Notion account (It’s free to sign up for a personal plan!)

Please remember:

This is also for personal use. You only hold a limited license to use this template and you cannot redistribute or reproduce or sell the template. If you have any questions please email @[email protected].

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