Business Planner Template Notion – CRM and Client Tracker, Small Business & Freelance Planner, Virtual Assistant, Business Tracker – 2025 ipad planner

Description

Hi boss!

We built you the perfect Notion Template to elevate your business management. Perfect for entrepreneurs, freelancers, virtual assistants, and small business owners, this template is designed to streamline your 2025 planner operations, lead management, CRM and productivity. If you are looking for a way to organize your business in an aesthetic space, we’ve got you covered!

WHAT’S INSIDE?

GOALS

• Business goal planner

• Task planner

• Daily tasks

• Weekly tasks

OVERVIEW 

• Roadmap 

• Project management 

• Finances 

   • Income  

   • Expenses 

   • Subscriptions

   • Spending budget

   • Wallets 

MARKETING

• Brand Vision 

• Brand Mission 

• Brand Values 

SALES

• Contacts 

• Companies 

DASHBOARD HUB

• Clock 

• Calendar 

• Priorities 

• Tasks 

• Monthly calendar 

• Notes / Brain dump

WIDGETS 

• Your personal office dog! 

Give him a name yourself and add it to the title 😉 

HOW IT WORKS

1. Purchase (Instant Download)

2. Download the PDF (Access the Template)

3. Duplicate the Template (Start Planning!)

WHAT 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!)

• Basic understanding of how Notion works

WHAT IS NOTION?

Notion is an all-in-one workspace designed for planning, writing, organizing, and collaboration. It empowers users with customizable layouts to efficiently tackle their tasks. Notion offers a free personal plan and is accessible on any Internet-connected device, whether it’s a smartphone, tablet, laptop, or computer.

NOTES:

• This template is optimized for use on desktops or laptops and may appear differently on smaller devices compared to the listing photos. However, the template’s functionality remains consistent across all devices.

• The template is compatible only with the Notion App or the Notion Website; it will not function with any other applications.

THE LEGAL STUFF:

Remember, all these amazing designs are ©DigitalTemple- Please don’t share or sell bits and bobs of these templates.

Since this is a digital file, returns and exchanges are a no-go. If you have any burning questions, ask away before hitting that purchase button.

Thanks a lot for choosing our shop! 🌟