Your entire client funding workflow, consolidated into one trusted command center in Notion
Built to track success by results. Get the critical insights you need to prioritize, act, and demonstrate value.
Every database, tracker, and guide is pre-built and connected to work seamlessly together from day one.
Measure Your Success Rate
Monitor pipeline growth
Focus on what matters most
Showcase your impact
Everything you need to manage clients, track applications, and hit deadlines is finally in one place.
See everything that matters, instantly
Organize all details in one place
Track progress effortlessly
Standardize workflows and reduce manual effort
Align your entire team with a single, unified system. Standardize the process and scale impact without chaos.
See every update and who made it
Never miss a client call or deadline
Adapt the template to your team’s exact process
Standardize efforts and reduce repetitive work
Built on Notion to work seamlessly with your existing stack and create your team’s most efficient workflow yet.
1.
After purchasing, your dedicated template download link will be sent to your email automatically
2.
Click the link and duplicate the template into your own Notion workspace with one click. It’s instantly yours to use.
3.
Add integrations, modify the playbook, or include your own guidelines to make it perfectly fit your team’s flow.
4.
Invite your team members and start collaborating. Assign tasks, manage applications, and drive client success together.
Get everything you need to manage your funding pipeline with a single, transparent purchase.
Instant Access to every database and view in the template
Pre-loaded tasks and playbook to streamline your team's process
Invite team members and external partners to collaborate
Dedicated email and client support
One year of free updates on new features and enhancements
The template works on free plans. To create or customize automations (e.g., buttons that create tasks), a Pro plan ($10/member/month) is needed.
Yes. It's designed for ease of use. We include a quick setup guidance to help you get started.
Absolutely. You can edit every part of it to fit your team's exact workflow.
No. One-time purchase only. Includes a year of free updates.
Yes. Invite your team to your Notion workspace to collaborate in real-time.