Bao CRMGuides for freelancers: Notion CRM, quotes and follow-ups
Practical guides to track your prospects in Notion and get your quotes signed. Each one answers the question first, then sets out the method and its limits.
Notion CRM
Notion CRM: the complete guide for freelancers
What a Notion CRM is, how to build one in 7 steps, which properties and views you need, and its limits.
Free Notion CRM template for freelancers
A free CSV template to import into Notion: a Prospects database with 15 properties, a 7-stage pipeline and sample rows.
Quotes
How to write a quote for a job (or an estimate): 7 steps and an example
Scope, pricing, line items, tax, terms and follow-up, with a worked example and how to write an estimate instead.
Free quote template: fill it in online and download a PDF
A free quote generator in six currencies, with VAT, GST or sales tax, plus a template to copy and a worked example.
How to follow up on a quote: timing and 5 email templates
When to follow up, how many times, 5 email templates to copy, a phone script and a text message.
Follow-ups
Follow-up email after no response: 8 templates for clients and prospects
When to send it, subject lines, a short structure and 8 templates, from a gentle nudge to a last email.
CRM for freelancers
CRM for freelancers: the best options, free and paid
Free and paid CRMs compared for freelancers: HubSpot, Moxie, Bonsai, Folk, Notion and Bao CRM.
CRM for consultants: 7 options compared for solo consultants
Seven options for solo consultants, from HubSpot and Pipedrive to Moxie, Bonsai and Folk.
CRM for coaches: how to choose, and 7 options compared
Coaching platforms and light CRMs compared: Paperbell, HoneyBook, Dubsado, Moxie and Bao CRM.