# Copywriter Command Center  

## Dashboard / How to use  
A single‑page Notion workspace that lets solo copywriters and boutique agencies **manage clients, projects, drafts, revisions, invoices, analytics, and niche‑specific templates** without leaving Notion.  

### Quick start  
1. **Duplicate** this template (top‑right “Duplicate”).  
2. Open **Clients** → add your first client.  
3. In **Projects**, click **New** → link to that client.  
4. Choose a **Template** from the **Template Library** that matches your niche (e.g., SEO, Email, Landing‑Page).  
5. Create a **Draft** for the project, set the status to “First Draft”.  
6. When the work is delivered, click **Generate Invoice** in the project view.  
7. Track payment, view performance metrics in the **Analytics Dashboard**, and collect client feedback in the **Collaboration Hub**.  

---  

## Clients  
Store every client with contact info, rate, status, and additional details. This database links to Projects, Drafts, Invoices, and Analytics.  

| Client | Contact Email | Status | Rate (USD/hr) | Notes | Phone Number | Address |
|--------|---------------|--------|---------------|-------|---------------|---------|
| Acme Corp | jane@acme.com | Active | 75 | Ongoing blog series | (123) 456‑7890 | 123 Acme St, City, State |
| Bright Media | tom@brightmedia.io | Prospect | 60 | Potential SEO package | (234) 567‑8901 | 456 Bright Ave, City, State |
| GreenLeaf Studios | sarah@greenleaf.studio | Inactive | 70 | Past newsletter work | (345) 678‑9012 | 789 GreenLeaf Rd, City, State |

> 💡 **Tip:** Filter by **Status** (Active / Prospect / Inactive) in the dashboard to focus on revenue‑generating clients.  

*Properties*  
- **Client** – Title  
- **Contact Email** – Email  
- **Status** – Select (Active, Prospect, Inactive)  
- **Rate (USD/hr)** – Number (currency)  
- **Notes** – Text  
- **Phone Number** – Phone  
- **Address** – Text  

---  

## Projects  
Each project is tied to a client and tracks scope, timeline, budget, deliverables, performance metrics, and niche‑specific template usage.  

| Project | Client (Relation) | Niche Template | Type | Start Date | Due Date | Status | Budget (USD) | Deliverables | Tags |
|---------|-------------------|----------------|------|------------|----------|--------|--------------|--------------|------|
| Blog Series Q3 | Acme Corp | Blog‑Series | Blog Posts | 2024‑07‑01 | 2024‑09‑30 | In Progress | 4 500 | 4 Blog Posts | Blog, Quarterly |
| SEO Audit | Bright Media | SEO‑Audit | SEO | 2024‑08‑15 | 2024‑09‑05 | Planning | 2 000 | Audit Report | SEO, Audit |
| Newsletter Revamp | GreenLeaf Studios | Email‑Newsletter | Email | 2024‑06‑10 | 2024‑07‑10 | Completed | 1 200 | 1 Newsletter | Email, Design |

> ✅ **Best practice:** Use the **Board view** grouped by **Status** and the **Analytics view** (see below) to spot bottlenecks.  

*Properties*  
- **Project** – Title  
- **Client** – Relation → Clients  
- **Niche Template** – Relation → Template Library (auto‑populated)  
- **Type** – Select (Blog Posts, SEO, Email, Landing‑Page, etc.)  
- **Start Date / Due Date** – Date  
- **Status** – Select (Planning, In Progress, Review, Completed, On Hold)  
- **Budget (USD)** – Number (currency)  
- **Deliverables** – Text  
- **Tags** – Multi‑select  

*Additional calculated properties*  
- **Revenue** – Rollup of linked Invoices → `sum(prop("Amount (USD)"))`  
- **Profit** – Formula `prop("Revenue") - prop("Budget (USD)")`  
- **On‑Time %** – Formula `if(dateBetween(prop("Due Date"), now(), prop("Due Date")), 100, 0)` (used in Analytics)  

---  

## Drafts & Revisions  
Track every piece of copy, its version, word count, revision deadlines, and feedback.  

| Draft | Project (Relation) | Version | Status | Word Count | First Draft Date | Revision Due | Feedback | Link |
|-------|--------------------|---------|--------|------------|------------------|--------------|----------|------|
| Blog Post 1 – Intro | Blog Series Q3 | 1 | First Draft | 850 | 2024‑07‑05 | 2024‑07‑12 | Needs more examples |  |
| SEO Audit Overview | SEO Audit | 2 | Revision Needed | 1 200 | 2024‑08‑20 | 2024‑08‑27 | Add more data analysis |  |
| Newsletter Welcome | Newsletter Revamp | 1 | Approved | 600 | 2024‑06‑12 | 2024‑06‑19 | Approved |  |

> 💡 **Tip:** The **Timeline view** (by Revision Due) shows upcoming edits; color‑code by **Status** for quick triage.  

*Properties*  
- **Draft** – Title  
- **Project** – Relation → Projects  
- **Version** – Number  
- **Status** – Select (Idea, First Draft, Revision Needed, Approved, Published)  
- **Word Count** – Number  
- **First Draft Date / Revision Due** – Date  
- **Feedback** – Text  
- **Link** – URL (Google Docs, Dropbox, etc.)  

*Additional calculated property*  
- **Revision Cycle** – Formula `dateBetween(prop("Revision Due"), prop("First Draft Date"), now()) ? "Overdue" : "On‑track"`  

---  

## Invoices & Payment Tracking  
Generate invoices from projects, record payments, and keep a live cash‑flow log.  

| Invoice # | Client (Relation) | Project (Relation) | Issue Date | Due Date | Amount (USD) | Paid | Payment Date | Payment Method | Stripe Link | Notes |
|-----------|-------------------|--------------------|------------|----------|--------------|------|--------------|----------------|------------|-------|
| INV‑2024‑001 | Acme Corp | Blog Series Q3 | 2024‑07‑31 | 2024‑08‑15 | 2 250 | ☐ | — | PayPal | — | 50 % upfront |
| INV‑2024‑002 | Bright Media | SEO Audit | 2024‑09‑06 | 2024‑09‑20 | 2 000 | ☐ | — | Bank Transfer | — | Final payment |
| INV‑2024‑003 | GreenLeaf Studios | Newsletter Revamp | 2024‑07‑11 | 2024‑07‑25 | 1 200 | ☑ | 2024‑07‑20 | Credit Card | https://stripe.com/payments/xyz | Paid via PayPal |

> ✅ **Best practice:** Add a **Formula** property `Status = if(prop("Paid"), "Paid", "Outstanding")` and filter the Gallery view by this field.  

*Properties*  
- **Invoice #** – Title  
- **Client** – Relation → Clients  
- **Project** – Relation → Projects  
- **Issue Date / Due Date** – Date  
- **Amount (USD)** – Number (currency)  
- **Paid** – Checkbox  
- **Payment Date** – Date (auto‑filled when **Paid** is checked)  
- **Payment Method** – Select (PayPal, Bank Transfer, Credit Card, Stripe)  
- **Stripe Link** – URL (optional embed of Stripe invoice)  
- **Notes** – Text  

*Automation suggestion* (Zapier/Make): When **Paid** is checked, set **Payment Date** to `today()` and push the data to your accounting software.  

---  

## Content Calendar  
A unified calendar that pulls in Draft and Project due dates, plus a **Performance Heatmap** that highlights on‑time vs. delayed items.  

| Item | Type | Related (Relation) | Due Date |
|------|------|--------------------|----------|
| Blog Post 1 – Intro | Draft | Blog Post 1 – Intro | 2024‑07‑12 |
| SEO Audit Overview | Draft | SEO Audit Overview | 2024‑08‑27 |
| Newsletter Welcome | Draft | Newsletter Welcome | 2024‑06‑19 |
| Blog Series Q3 | Project | Blog Series Q3 | 2024‑09‑30 |
| SEO Audit | Project | SEO Audit | 2024‑09‑05 |

> 💡 **Tip:** Switch to **Month** view, enable **Color** by **Type**, and add a **Filter** `Due Date is within next 30 days` to see the upcoming workload at a glance.  

*Properties*  
- **Item** – Title  
- **Type** – Select (Draft, Project)  
- **Related** – Relation (to Drafts or Projects, “Allow linking to multiple databases”)  
- **Due Date** – Date  

---  

## Template Library (New)  
A collection of niche‑specific copywriting templates that can be duplicated and customized per client or project.  

| Template Name | Niche | Description | Required Fields | Sample Content | Link |
|---------------|-------|-------------|----------------|----------------|------|
| Blog‑Series | Blog Posts | 4‑post series with SEO keywords, intro/outro blocks, and CTA. | Title, Keywords, CTA, Word Count | “[Title] – How to…”, “[CTA] – Learn more” | — |
| SEO‑Audit | SEO | Audit report skeleton with sections for technical, on‑page, and backlink analysis. | Client URL, Target Keywords, Findings | “Technical Summary…”, “Recommendations…” | — |
| Email‑Newsletter | Email | Monthly newsletter layout with header, hero image, and footer. | Subject, Hero Image URL, Body, Footer | “Subject: Your Monthly Update”, “[Hero Image]” | — |
| Landing‑Page | Landing‑Page | High‑conversion page with headline, sub‑headline, benefits, and form. | Headline, Sub‑headline, Benefits, Form Fields | “Headline: Boost Your ROI”, “Benefit 1: …” | — |

> ✅ **Best practice:** Click **Duplicate** on any template, then edit the **Required Fields** to match the client’s brief; the duplicated page automatically appears in the linked **Projects** view.  

*Properties*  
- **Template Name** – Title  
- **Niche** – Select (Blog, SEO, Email, Landing‑Page, Social‑Media, etc.)  
- **Description** – Text  
- **Required Fields** – Multi‑select (Title, Keywords, CTA, etc.)  
- **Sample Content** – Text (placeholder copy)  
- **Link** – URL (optional external resource)  

---  

## Analytics Dashboard (New)  
A read‑only view that aggregates data from Projects, Drafts, and Invoices to give you real‑time performance insights.  

| Metric | Value | Formula / Source |
|--------|-------|------------------|
| Total Revenue (YTD) | $5 450 | Rollup of **Invoices → Amount (USD)** where **Paid** = ✅ |
| Average Project Profit % | 23 % | `average(prop("Profit") / prop("Budget (USD)"))` across Projects |
| On‑Time Delivery Rate | 87 % | `percentage(count(where Projects.Status = "Completed" and Projects.On‑Time % = 100) / count(Projects where Status = "Completed"))` |
| Avg. Revision Cycles per Project | 1.4 | Rollup of Drafts → `max(prop("Version"))` per Project, then average |
| Outstanding Receivables | $2 250 | Sum of **Invoices** where **Paid** = ☐ |
| Billable Hours (YTD) | 180 hrs | Rollup of **Clients → Rate (USD/hr)** × **Projects → Budget (USD)** ÷ **Rate** (approx.) |

> 📊 **Tip:** Pin the **Analytics Dashboard** to the top of your Notion sidebar for a one‑click KPI overview.  

*Implementation notes*  
- Create a **Project Analytics** database (type: Table) with a **Relation** to Projects.  
- Add **Rollup** properties for `Revenue`, `Profit`, `On‑Time %`, and `Revision Cycle`.  
- Add **Formula** properties for percentages and averages.  
- Set the view to **Board** (by Status) and **Chart** (via Notion’s built‑in “Bar” or “Line” view) for visual trends.  

---  

## Collaboration Hub  
A dedicated space for client feedback, shared assets, meeting notes, and a structured feedback form.  

- **Client Feedback** – linked view filtered to the current client’s Drafts.  
- **Asset Library** – store brand guidelines, image links, style sheets, and the niche‑specific templates.  
- **Meeting Notes** – template with agenda, decisions, and action items.  
- **Feedback Form** – customizable page that clients can duplicate; includes rating sliders, comment box, and deadline picker.  

> ✅ **Best practice:** Turn on **“Allow duplicate as template”** on the Feedback Form so clients can copy it into their own workspace and submit directly via Notion comments.  

---  

## How to set up in Notion  

1. **Import** this markdown file into a new Notion page (`Import → Markdown & CSV`).  
2. For each table, click **“Turn into → Database → Table – Full page”**.  
3. **Set property types** exactly as noted in each section (Title, Select, Multi‑select, Date, Number, Email, URL, Phone, Checkbox, Relation, Rollup, Formula).  
4. **Create Relations**:  
   - **Projects** → Relation to **Clients** (named *Client*).  
   - **Projects** → Relation to **Template Library** (named *Niche Template*).  
   - **Drafts** → Relation to **Projects** (named *Project*).  
   - **Invoices** → Relations to **Clients** and **Projects**.  
   - **Content Calendar** → Relation to **Drafts**/**Projects** (allow linking to multiple databases).  
   - **Project Analytics** → Relation to **Projects**.  
5. **Add Views**:  
   - **Projects**: Table (All), Board (by Status), Calendar (by Due Date), **Analytics** (linked to Project Analytics).  
   - **Drafts**: Table (All), List (by Status), Timeline (by Revision Due).  
   - **Invoices**: Table (All), Gallery (Paid vs. Outstanding), Calendar (by Due Date).  
   - **Content Calendar**: Calendar (default), Heatmap (by Type).  
   - **Template Library**: Table (All), Gallery (by Niche).  
   - **Analytics Dashboard**: Table (KPIs), Bar Chart (Revenue Trend), Line Chart (Profit %).  
6. **Formulas & Rollups** (copy exactly):  
   - **Projects → Revenue**: `rollup(prop("Invoices"), "Amount (USD)", sum)`  
   - **Projects → Profit**: `prop("Revenue") - prop("Budget (USD)")`  
   - **Projects → On‑Time %**: `if(dateBetween(prop("Due Date"), now(), prop("Due Date")), 100, 0)`  
   - **Invoices → Status**: `if(prop("Paid"), "Paid", "Outstanding")`  
   - **Invoices → Payment Date** (automation): When **Paid** is checked → set to `now()`.  
   - **Drafts → Revision Cycle**: `if(dateBetween(prop("Revision Due"), now(), prop("Revision Due")), "Overdue", "On‑track")`  
7. **Automation (optional)** – use Zapier, Make, or Notion API to:  
   - Auto‑create an **Invoice** when a Project reaches **Status = Completed**.  
   - Push **Paid** invoices to QuickBooks/Xero.  
   - Sync **Stripe** payment confirmations to the **Stripe Link** field.  
8. **Publish**: Click **Share → Publish to web**, enable **“Allow duplicate as template”**, and copy the public link for marketing or client onboarding.  

You now have a fully‑featured, analytics‑driven copywriting command center that adapts to any niche, tracks every dollar, and visualizes performance—all inside Notion. Happy writing!