🎉 Welcome to your Freelancer Business OS! Follow these 9 steps to go from zero to fully operational. Quick Start (Steps 1–4): ~10 minutes · Full Setup (all 9 steps): ~30 minutes.

⚡ Before You Start

💡 Tip: Duplicate this workspace to your own Notion account first. Then follow these steps to set it up with your real data.

Step 1 — Add Your First Client

Time: 2 min | Database: 👥 Client CRM

1. Open 👥 Client CRM
2. Click + New to add your first client
3. Fill in: Name, Email, Company, Status (set to Active)
4. Add any notes in the Notes field
5. ✅ Done — your CRM is live!

Step 2 — Create Your First Project

Time: 3 min | Database: 📁 Project Tracker

1. Open 📁 Project Tracker
2. Click + New to create a project
3. Fill in: Project Name, Client (link to the client you just added!), Start Date, Due Date, Budget
4. Set Status to Active
5. ✅ Done — project is tracked and linked to your client!