Notion Business Hub and CRM Systems
A four-database hub, a proposal structure you can reuse and a four-week plan to put it in place.
Writing proposals after each discovery call is a major time drain, and status emails multiply. Designing a system to cut both takes effort of its own. This deck lays out the system so you can adapt it.
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This is a ready-to-use, editable PowerPoint deck of 51 slides on proposal and client portal systems in Notion. It covers a CRM, a proposal workflow, Clients, Projects, Tasks and Invoices databases, formulas and a four-week plan. It suits solopreneurs, template buyers and students.
The first chapters contrast a day of disconnected tools with a unified Notion hub, then build the relationship engine: why a custom CRM can suit a solopreneur better than a team-oriented tool, the core of client profiles and journey tracking, and a pipeline board.
The proposal chapter shows how discovery notes can feed a draft produced with Notion AI, and sets out the anatomy of a winning proposal: client analysis, pattern matching against past proposals, and structured scope, deliverables, timeline and pricing. A worked example proposal for a local bakery website redesign makes the structure concrete.
The hub chapter maps four linked databases (Clients, Projects, Tasks, Invoices) with property tables, and gives formulas for project completion and days until an invoice is due. A three-phase, four-week roadmap follows, then the client portal idea: a dedicated shared page per client with status, documents, feedback and invoices, without exposing the rest of your workspace.
Tap a slide to enlarge it.
Present the anatomy slide and the bakery example, then have each person draft a proposal from their own discovery notes.
Use the portal slides to decide what a client should see, and what should stay private in your workspace.
Follow the three phases, doing one phase a week alongside your normal client work.
Download the deck instantly, open it in PowerPoint, Keynote or Google Slides, and edit it freely. Slide 50 suggests opening Notion and creating your Clients database first.
Instant download, no password. One-time payment.
Instant download. Single-user licence.
For your own use: present it, adapt it for your own sessions. Please do not resell or redistribute the file.
Educational content, not legal advice. AI output should always be checked by a person before use.
Yes. It is a standard .pptx file with editable text, shapes and tables, so you can change wording, colours and order and add your own examples. It opens in PowerPoint and Keynote, and you can upload it to Google Drive to open in Google Slides. Layouts can shift slightly if a font is missing, so check the slides before presenting.
This deck is part of Notion Business Hub and CRM Systems, ten decks sold singly for INR 99 (USD 1.49) or together for INR 599 (USD 7.99). The others are: Business Metrics Scorecards; Client Onboarding Template; Freelancer CRM in Notion; Invoice and Payment Tracking; Lead Pipeline Databases; Meeting Notes to Tasks Workflow; Operations Dashboard Design; Service Delivery SOP Hub; Weekly CEO Dashboard.
Both. The proposal anatomy and portal chapters present well in a session, and the four-week roadmap works as a self-study plan. AI output should always be checked by a person before use.
No template file is included: the download is the PowerPoint deck, which shows the structure, fields, formulas and steps so you can build the system yourself. These are independent guides about building business systems in Notion. They are not official Notion materials and are not affiliated with or endorsed by Notion. Notion's features and plans change, so check the current app as you build.
Yes. One chapter shows discovery notes feeding an AI-generated proposal draft. You are responsible for the final text, so review the scope, deliverables and pricing before it goes to a client.
₹99 including 18% GST for buyers in India, or $1.49 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
Instantly. Your download page opens the moment payment succeeds, and a permanent link is emailed to you. No account or password is needed.
Yes. It is standard PowerPoint (.pptx), so you can change text, add your logo and remove slides. It opens in PowerPoint, Keynote and Google Slides.
Because it is a digital download, files are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Measure the skill with an assessment.
Measure the skill with an assessment.
Measure the skill with an assessment.
Turn what you take from this deck into an individual development plan (IDP) on Jobulary, starting with one reusable proposal structure and a date to review it.
Bodhih Training delivers live corporate programmes on consultative selling, proposals and client relationships.
A complete workshop on the topic.
A complete workshop on the topic.
A complete workshop on the topic.
