Use this template to keep track of your customers in Notion.
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Notion – Customer List Template
Notion – Customer List Template
Use this template to keep track of your customers in Notion. The template is set up as a simple database to keep company details, personal details and notes on your client interactions. A customer list is important because it allows you to contact potential customers directly. This saves money & time and helps build relationships with your clients. If you want to grow your business, then you should start building a relationship with your current customers.
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What you need before purchase
- Basic knowledge of how to use Notion
- Paid Notion account if you want to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.
After purchase, you’ll be able to view the template immediately. The template can be added to your Notion account by:
- Click on the template download link in Gumroad
- When viewing the Notion template, click on the “Duplicate” link in the top-right of your screen
- The template will now be available in your own Notion account
For ongoing use, the steps are:
- Login to Notion and select the template you want to view
- Click on the Duplicate link in the top-right of your screen to create a copy to use
- You’ll be able to retain the Notion template and work on the Duplicate (with a new name) and can repeat this process whenever you want to use the template again
