Notion import files
Freelance / LLC Operations Hub: Clients, Projects, Intake, Invoices and Tax Checklist for Notion
A connected set of databases and routines for running a solo business, ready to import and adjust, with a property guide that tells you each setting.
$39 one time · 14-day full refund · Word and PDF · download link by email
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Browse the storeWho it is for
Freelancers and single-member LLC owners who want one organized place for clients, projects, money and tax paperwork.
Not the right fit if
You don't use Notion, or you need accounting software rather than an organizing system.
Why it is different
- Real Markdown and CSV files that you own, not a link to a template that can change.
- Includes the tax-paperwork side: estimated tax dates and the year-end roundup.
- Example rows are marked EXAMPLE so you know what to delete.
What is inside
- Seven databases. Clients, Projects, Tasks, Intake pipeline, Invoices, Tax-document checklist and Recurring routines, with example rows.
- Dashboard and weekly review. What to put on the page you open each morning.
- Client intake form. The questions to ask on a first call.
- Routines. Monthly close, quarterly estimated tax and year-end document roundup.
- Property guide. Which property to change to which type, the views to build and two formulas to add.
Get it
Freelance / LLC Operations Hub (Notion-Ready Files)
Or pay with PayPal
Uses the email and terms box above. You get the same download link by email.
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Delivered as a zip of Markdown and CSV files. Notion's Import feature accepts them; you then set a few property types using the included guide (about 20 minutes). This is not a Notion share link. Not affiliated with Notion Labs. General organizing templates, not legal, tax or accounting advice. Notion's menus change; check its current help for Import. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What do I get and how is it delivered?
A zip of Markdown and CSV files that Notion's Import feature accepts, with a guide for setting a few property types (about 20 minutes). It is not a Notion share link. The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
You import the files into Notion, which runs on Mac, Windows and phones; the Markdown and CSV files also open in any text editor or spreadsheet. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
General organizing templates, not legal, tax or accounting advice. Notion's menus change; check its current help for Import.
Is it the right fit for me?
It is made for freelancers and single-member LLC owners who want one organized place for clients, projects, money and tax paperwork. Skip it if you don't use Notion, or you need accounting software rather than an organizing system.
Buy it with the others