The Client Design & Decision Kit

Managing client projects is all about tracking the details. When you're juggling multiple clients, their specific design choices, and a constant stream of meetings, it's easy for critical decisions to get lost in email chains and spreadsheets.

The Client Design & Decision Kit is your all-in-one Notion system for centralizing every aspect of the client relationship, from initial contact to final design approval.

Stop the chaos and give your clients a professional, organized experience. This template provides a single source of truth, ensuring both you and your client are always on the same page.

What's Inside?

This kit is built around three essential databases designed to work together seamlessly:

• 👥 Clients: This is your central CRM. Store all client contact information, project details, and statuses in one place. Link clients directly to their specific meetings and design choices to see a complete project overview at a glance.
• 🎨 Design Selections: A visual and organized tracker for every single design choice. Log items by room or category (e.g., "Living Room Sofa," "Kitchen Backsplash"), add images, capture links, note prices, and, most importantly, track the status (Pending, Approved, Ordered). This database is your client's visual approval dashboard.
• 🗓️ Client Meetings: A dedicated space to manage your project's timeline and communication. Plan agendas, take detailed notes during calls, assign action items, and store a running log of every decision made. Link each meeting to its corresponding client so you have a complete, chronological history of your project.