STARTLESS / MANAGE 002New
The Client Hub
Every client, every deadline, one place.
A client management system for tracking projects, deliverables, deadlines, notes and communication across every active client.
One view of every client relationship: what is due, what is waiting on them, what was agreed and where the files are. Built so nothing depends on remembering an email from three weeks ago.
The problem it solves
Client work goes wrong in the gaps — a missed deadline, a scope change no one wrote down, a file buried in a thread. Scattered tools make those gaps the norm.
What's included
- Client directory with status and rate
- Project and deliverable tracker
- Deadline and follow-up view
- Meeting notes and decisions log
- Onboarding and offboarding checklists
What you'll receive — 2 items
- The Client Hub
- Canva
Made for
- Freelancers running three or more clients at once
- Small studios coordinating shared work
- Consultants who bill by project
How to use it
01
Add each active client to the directory.
02
Break every project into dated deliverables.
03
Check the deadline view at the start of each day.
Questions
Is this a full CRM?
No. It covers delivery, not sales pipelines. It tracks the clients you have, not the leads you are chasing.
Can a client see their section?
You can share a single project view read-only in Notion. The rest of the hub stays private.
Still deciding? Read the full FAQ or ask us anything.
Reviews
No reviews yet — be one of the first to try this resource. Reviews come only from verified buyers.
Pairs well with
Built to be used together.
New
Business Money Tracker
Know what came in, what went out and what you actually made.
Canva · PDF
$15View
The Proposal & Invoice Kit
Send the proposal today, not this weekend.
Google Docs · Google Sheets +1
$16View
The Weekly Reset
Close the week. Set up the next one. Twenty minutes.
Notion · Google Sheets +2
$49.99View
The Client Hub$19.99 · M002