Getting Started · 1 of 7
Your client outreach
in one place.
Without tracking, leads go cold and money slips through the cracks. Client Notion keeps every potential client visible, reminds you when to follow up, and shows you exactly where things stand.
1
5 pipeline stages — from finding a lead to getting paid.
2
Commission tracking — editing, delivered, invoiced, paid.
3
Quit & Dropped statuses — keep your pipeline honest, not inflated.
4
Follow-up reminders — yellow rows tell you exactly what to do today.
The Pipeline · 2 of 7
Every lead moves
through 5 stages.
Update the stage as your relationship with a client progresses. Keeping stages accurate means your overview numbers are trustworthy.
Not Contacted
You've found them but haven't reached out yet
Outreach Sent
Message sent, waiting for a reply
Talking
They replied — you're in conversation
Offer Sent
You've sent your price / proposal
Client Won
They agreed — they're a client!
A "positive reply" is almost anything that isn't a hard no. When in doubt, move to Talking and keep going.
Commission Tracking · 3 of 7
Once you win a client,
track the work.
After a client is won, the relationship continues through the editing workflow. Log the value and status of each project so you always know what's owed and what's delivered.
Editing
Work is in progress
Delivered
Work sent to client
Use the Commission Value field to log your rate per project. The overview row totals everything up automatically.
Quit & Dropped · 4 of 7
Know when to
walk away.
Not every lead closes — and that's fine. Logging why keeps your pipeline accurate and helps you spot patterns over time.
QuitYou stopped pursuing them. Maybe they weren't a fit, were unresponsive, or you moved on. Your call.
DroppedThe client went cold or ended things after showing interest. You did your part — they didn't follow through.
Don't delete old leads — mark them Quit or Dropped instead. They still count toward your close rate and can always be revived later.
Follow-Up Timing · 5 of 7
Follow-ups are where
the money is made.
Most people ignore the first message. A consistent, timed follow-up sequence turns silence into conversations and conversations into clients.
| After outreach | Send follow-up 1 the next day | +1 day |
| Still no reply | Follow-ups 2 and 3 every 2 days | +2 days each |
| They replied | Follow up 1 day after their first reply | +1 day |
| Still talking | Up to 5 follow-ups, every 2 days | +2 days each |
| After your offer | Same pattern — 1 day then every 2 | same |
If someone replies to a follow-up then goes cold again, restart the full sequence from that new date.
Reading the Tracker · 6 of 7
Colours tell you what
needs action today.
Scan your pipeline in seconds without reading every date. The colour system makes your daily to-do list obvious at a glance.
Yellow row + dotA follow-up is due or overdue. Act now.
Green dateA follow-up has been logged and sent.
Dropped badgeLead fell through — don't delete, just mark it.
Delivered badgeWork is done and sent to the client.
Quick Start · 7 of 7
You're ready.
Do this first.
Four steps to get your first real data into the tracker today.
1
Click "+ Add Lead" — enter the name, social link, and their current stage.
2
Send your outreach — then come back and log today's date as "Date You First Reached Out".
3
Check yellow rows every morning. Those are your only action items for the day.
4
Log follow-up dates the moment you send them. Unlogged follow-ups won't trigger reminders.