These templates were created to replicate the system that was being used by a member of the Notion Made Simple Facebook community. They were switching from using Excel spreadsheets to Notion.
I've created 2 versions. If you're new to Notion and haven't used Relation & Rollup properties yet, then the Simple template will get you started. If you've been using Notion for a while then try the advanced planner which will save you time and make it easier to keep your planner organised.
I recently recorded a podcast episode with productivity guru Jenny Blake, where I shared some advice about setting up your CRM, automations that I use and more. You can listen to the episode here.
Scroll through the images in this gallery to see a preview of the template's main features.
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