The Client Engine - Notion CRM for Solopreneurs

Most Notion CRM templates give you empty databases and leave you to figure out the rest.

The Client Engine is different. It's a complete client management system with built-in methodology - designed by a CRM professional, built for solopreneurs who don't have time to design their own sales process.

Every pipeline stage tells you what to do. Every follow-up cadence tells you when and how to reach out. Every scoring system tells you where to focus your time.

What's inside

Contacts Database - Your single source of truth for every client, prospect, and lead. Includes auto-calculating Lead Score to help you prioritise who deserves your time.

Pipeline with Kanban Board - Track every deal from first contact to closed-won. Drag and drop between stages. Each stage has a clear purpose so you always know what needs to happen next.

Activity Log - Record every call, email, and meeting. Never forget what was discussed or what was promised. Your relationship memory, searchable and linked.

Lead Qualification Scorecard - Score every lead on Fit, Budget, and Urgency. The formula calculates automatically. Stop wasting hours on prospects who were never going to buy.

Follow-up Cadences (Pre-filled) - 10 ready-made follow-up sequences across Lead, Proposal Sent, and Active stages. Each one tells you the day, channel, action, and priority. Follow-ups are where most solopreneurs lose deals - this system makes sure you don't.

Client Onboarding Checklist - A template that automatically appears for every new deal. 11 steps from welcome email to 30-day check-in. First impressions as a client matter as much as first impressions as a prospect.

Revenue Dashboard - A filtered view that shows your won and active deals with a running total. Updates automatically as deals move through the pipeline.

Client Health Score - Manual health rating combined with an auto-calculating "Days Since Contact" formula. Spot at-risk clients before they churn.

Win/Loss Log - A post-mortem database for every closed deal. Over time, this becomes your most valuable data - it tells you why you win, why you lose, and what to change.

Getting Started Guide - Not a template manual. A CRM methodology guide covering pipeline management, lead qualification strategy, follow-up rules, client health tracking, and professional tips from someone who manages CRM systems for a living.

This is for you if:

You're a solopreneur, freelancer, consultant, or small agency owner - You manage client relationships but don't have (or want) a full CRM like HubSpot or Salesforce - You've tried other Notion templates and found them too empty or too complicated - You want a system that tells you what to do, not just where to put things

This is NOT for you if:

You need multi-user collaboration with role permissions - You're managing 500+ contacts (you'd benefit from a dedicated CRM at that scale) - You want a completely blank template to build from scratch

How it works

1. Purchase and open the Notion template link
2. Click "Duplicate" to copy the entire system into your Notion workspace
3. Follow the Getting Started Guide - you'll be up and running in 15 minutes
4. Use it daily (5 minutes is enough) and watch your client management transform

What you get

6 connected databases (Contacts, Pipeline, Activity Log, Follow-up Cadences, Win/Loss Log, Revenue Dashboard) - Kanban pipeline board with drag-and-drop - Auto-calculating Lead Score and Days Since Contact formulas - 10 pre-built follow-up cadences - Client onboarding checklist template - Comprehensive Getting Started Guide with CRM methodology - Sample data so you can see the system in action before adding your own - Lifetime access, no subscription

Built by SystemKit. Questions or feedback: systemkit.store@gmail.com