What’s inside Clientrail

Deliverables checklist

Exact pack contents (from the product README):

• QUICKSTART.md

  15-minute setup path — Clients + Pipeline + Projects first

• notion-os-structure.md

  Full Notion schema: Clients CRM, Pipeline/Deals, Projects, Meeting Notes, Assets, Invoices checklist — properties, views, linked pages

• prompts.md

  50 English AI prompts (discovery, critique, redesign brief, handoff, difficult clients, proposals)

• templates/proposal.md

  Proposal template tuned for UI/UX scopes

• templates/sow.md

  One-page statement of work

• templates/invoice-checklist.md

  Pre-send invoice checklist

• templates/onboarding-questionnaire.md

  Client onboarding questionnaire

• lead-magnet-5-prompts.md

  Free 5-prompt teaser (also on this site)

• gumroad-copy.md

  Sales page copy + FAQ + 7-day refund policy

• seo/posts/

  Practical blog posts you may adapt for your own marketing

• BRAND.md

  Name, tagline, voice, color suggestions

1. Notion Client OS structure

Full documentation to rebuild by hand (typically under an hour; partial setup in ~15 minutes):

• Clients CRM — fit, source, next touch, Figma/Drive links
• Pipeline / Deals — Lead → Won/Lost with lost reasons
• Projects — Kickoff → Research → Flows → UI → Critique → Handoff → Done
• Meeting Notes — typed for Discovery / Critique / Handoff
• Assets — so brand files stop vanishing
• Invoices checklist — readiness tracking, not accounting software

See illustrative board mocks on the home page →

2. 50 AI prompts

English, model-agnostic prompts across six freelance moments: discovery, critique, redesign briefs, handoff, difficult client replies, and proposals. Always paste real constraints; delete invented metrics.

Sample prompts on the home page · 5 free prompts

3. Deal templates

• Proposal structure
• One-page SOW
• Onboarding questionnaire
• Invoice checklist

What this is not

• Not a hosted app, CRM SaaS, or Stripe automation
• Not an agency multi-seat system
• Not a promise of leads, retainers, or income
• Not a pack of fake testimonials

You still do discovery, design, and difficult conversations. Clientrail keeps the operating layer from falling apart.

FAQ

Do I get a duplicate Notion link?

Yes. Duplicate the live workspace here: Clientrail — Scope Template (Northwind demo included). Markdown schema is still in the download as backup.

Does this work on Notion Free?

Yes for solo use. Tables and boards are enough to run the system.

Refund policy

7 days from purchase. If it doesn’t fit how you work, request a refund via Gumroad / order email.

Are templates legal advice?

No. Practical starting points only. Use a lawyer for jurisdiction-specific contracts if needed.

Founding price · one-time