I have been using Notion for all list keeping including clients for the web design agency I am working to build over at omadesign.co
My objective was to create a template “Project Proposal” plan for my future clients. I’ve looked at other samples and watched a few explanations on YouTube can came up with my own a 7 part project plan:
- Project Overview
- Why My Design Agency
- Project Costs
- What’s Next
Each section only has a sentence or a paragraph but no more than 2 paragraphs of text.
Doing this in Notion has been awesome since I can modify this document each time I need to tweak it for a new revision and save it as a template. Then I can easily create a “new client” page, duplicate the project proposal, edit the content, and export as a PDF so that I can forward it to my client to approve sign.
If you would like a copy of my template project proposal, send me an email at firstname.lastname@example.org