💡 Why I created this template:
I used to feel overwhelmed each time I started projects or received incoming leads. I didn't know how to plan, manage or keep track of customer data, quotations, meeting notes, and project materials. I also struggled with how to incorporate best practices and learnings from previous projects, which caused anxiety and took too much of my time.
This way of working is unsustainable. I went to work to solve it and I believe this is it 🙂
My Notion template helps video-creators turn leads into happy customers. It provides the ability to plan, manage and track both the macro and micro of any project, from managing incoming leads to delivering a final render to client.
😋 You get:
- Efficiency and organization
- Full control
- Joy when new leads arrive and projects commence
- Peace of mind. You deserve it.
⌚ Save time:
- Reduce repetetive tasks
- Stop the endless search for necessary data
- Consolidate multiple program into “only Notion”
- Eliminate collaborative headaches
🎯 Who is it for?
- 2D-Explainer Creators
- Agencies and Boutique Creative Shops
- Freelance Animators and Videographers
📃 What’s included:
- CRM-System: Consolidate management of Contacts, Companies and Deals.
- Kanban (Board) Views: Work with Leads and Projects more intuitively with drag-and-drop.
- Brief Template: Collect necessary project information from clients.
- Quotation Template: Prepare shareable Quotations with formulas, sums and totals. prepared to handle fixed and hourly rates as well as combinations.
- Project Database: Organize and manage your client work at a glance.
- Production Phases: All steps for creating 2D-Explainers, broken down into blocks.
- To-Do’s: Every typical production step of animated 2D explainer videos come pre-written, out of the box. Example client meeting agendas are also included!
- Storyboard Template: Drag-and-Drop features, info-fields for each frame, sharing possibilities.
- Tasks Database: Integrated with the other databases.
- Collaborations: A simple and effective system to manage all types of collaborations.
And much more!
Reduce headache and achieve a sense of calm by consolidation and systemization. Download now to kick-start your business today!
Why is it free?
It’s a way for me to give back to the community.
Can I use this on Notion’s free non-paid plan?
Yes! Keep each uploaded file below 5 MB, and you’re safe.
What does “30 Minute Consultation” mean?
Apart from getting you started (onboarding), I can answer questions about how to tailor the template to your specific needs.
How do I download the template?
Open the template link, and click “Duplicate” on the top right corner. This creates a copy of the template inside your workspace. If you’re on mobile, tap the “3 dots” to reveal the “Duplicate” option.
Can I buy you a coffee?
Thanks for asking! I spent hundreds of hours creating this template, to help solve many of the problems I know so many of you share with me. If you find it valuable, pick an amount fair to you when downloading it. That would mean the world to me!
Still have questions?
Send a message to firstname.lastname@example.org
You will receive an email with all instructions to download the template.