# Freelance Designer Client Hub

## Overview
A ready‑to‑use Notion workspace that lets freelance designers **track every client interaction**, **manage design projects**, **invoice efficiently**, and **store reusable assets**. The template is built around three core databases—Clients, Projects, and Invoices—linked together so you can see the full lifecycle of a job at a glance.

> 💡 Tip: Duplicate this page before you start customizing so you always have a clean backup.

## Dashboard
The Dashboard page is a **central command center**. Add the following linked views (use Notion’s “Create Linked Database” feature) to surface the most important information:

| View | Source Database | Filter | Sort | Display |
|------|----------------|--------|------|---------|
| 📅 Upcoming Deadlines | Projects | `Due Date` is within next 7 days | `Due Date` ↑ | Calendar |
| 💰 Pending Payments | Invoices | `Status` = “Unpaid” | `Due Date` ↑ | Table |
| 🌟 Top Clients | Clients | `Last Contacted` is within last 30 days | `Total Revenue` ↓ | Gallery |
| 📂 Asset Library | Design Assets | — | `Name` ↑ | List |

> 💡 Tip: Pin the Dashboard to your sidebar for one‑click access every day.

## Clients
A master list of every client you work with. Use the table below as a **template**; when you import the markdown, convert it to a Notion database and add the indicated properties.

| Name | Company | Email | Phone | Primary Contact | Status | Total Revenue (USD) | Last Contacted |
|------|---------|-------|-------|-----------------|--------|---------------------|----------------|
| Alice Rivera | BrightWave Studios | alice@brightwave.com | +1 555‑0123 | Project Manager | Active | 12,500 | 2024‑11‑02 |
| Marco Liu | NovaTech | marco@novatech.io | +1 555‑0456 | CEO | Prospect | 0 | 2024‑10‑28 |
| Sofia Patel | GreenLeaf Design | sofia@greenleaf.co | +1 555‑0789 | Creative Director | Active | 8,300 | 2024‑10‑30 |
| Daniel Kim | Apex Media | daniel@apexmedia.com | +1 555‑0990 | Marketing Lead | Inactive | 4,200 | 2023‑12‑15 |

**Properties to create in Notion:**

- **Name** (Title)
- **Company** (Text)
- **Email** (Email)
- **Phone** (Phone)
- **Primary Contact** (Select – e.g., “Project Manager”, “CEO”, etc.)
- **Status** (Select: Prospect, Active, Inactive)
- **Total Revenue** (Number, format: $)
- **Last Contacted** (Date)
- **Projects** (Relation → Projects database, “One‑to‑Many”)
- **Invoices** (Relation → Invoices database, “One‑to‑Many”)

> 💡 Tip: Turn “Last Contacted” into a rollup that shows the most recent project update, keeping client communication front‑and‑center.

## Projects
Each design job lives here. The table below shows the required columns and a few sample projects.

| Project Title | Client | Type | Start Date | Due Date | Status | Budget (USD) | Designer | Assets Folder |
|---------------|--------|------|------------|----------|--------|--------------|----------|---------------|
| Rebrand BrightWave | Alice Rivera | Brand Identity | 2024‑09‑15 | 2024‑11‑15 | In Progress | 7,500 | Maya | 📁 BrightWave Assets |
| Mobile App UI for NovaTech | Marco Liu | UI/UX | 2024‑10‑01 | 2025‑01‑15 | Planning | 10,000 | Maya | 📁 NovaTech UI Kit |
| Social Media Pack for GreenLeaf | Sofia Patel | Social Graphics | 2024‑09‑20 | 2024‑10‑05 | Completed | 1,800 | Maya | 📁 GreenLeaf Social |
| Annual Report Design | Daniel Kim | Print Layout | 2024‑08‑01 | 2024‑09‑30 | Completed | 4,200 | Maya | 📁 Apex Report Files |

**Properties to create in Notion:**

- **Project Title** (Title)
- **Client** (Relation → Clients)
- **Type** (Select: Brand Identity, UI/UX, Social Graphics, Print Layout, etc.)
- **Start Date** (Date)
- **Due Date** (Date)
- **Status** (Select: Planning, In Progress, Review, Completed, On Hold)
- **Budget** (Number, format: $)
- **Designer** (Person – your Notion account)
- **Assets Folder** (File & Media – link to Design Assets)
- **Invoices** (Relation → Invoices, “One‑to‑Many”)
- **Progress** (Formula: `if(prop("Status") == "Completed", 100, if(prop("Status") == "Review", 80, if(prop("Status") == "In Progress", 50, if(prop("Status") == "Planning", 20, 0))))`)

> 💡 Tip: Add a Board view grouped by **Status** to visualize pipeline stages like a Kanban board.

## Invoices
Track every payment request and receipt. Convert the markdown table into a Notion database and link it to Projects and Clients.

| Invoice # | Project | Client | Issue Date | Due Date | Amount (USD) | Status | Payment Method |
|-----------|---------|--------|------------|----------|--------------|--------|----------------|
| INV‑2024‑001 | Rebrand BrightWave | Alice Rivera | 2024‑11‑01 | 2024‑11‑30 | 7,500 | Unpaid | — |
| INV‑2024‑002 | Mobile App UI for NovaTech | Marco Liu | 2025‑01‑10 | 2025‑02‑10 | 10,000 | Draft | — |
| INV‑2023‑015 | Annual Report Design | Daniel Kim | 2024‑09‑01 | 2024‑09‑30 | 4,200 | Paid | Bank Transfer |
| INV‑2024‑003 | Social Media Pack for GreenLeaf | Sofia Patel | 2024‑10‑06 | 2024‑10-20 | 1,800 | Paid | PayPal |

**Properties to create in Notion:**

- **Invoice #** (Title)
- **Project** (Relation → Projects)
- **Client** (Relation → Clients, auto‑filled via rollup from Project)
- **Issue Date** (Date)
- **Due Date** (Date)
- **Amount**