Boltkit
Notion Template

Notion Business Planner

Quarterly goals, project tracker, client CRM, task delegation, and weekly reviews — all in one workspace. Run your business from a single dashboard.

$27 one-time · instant download · lifetime access
Buy Now — $27

Secure checkout via Stripe · Instant access

Notion Business Planner — template preview
Notion Template
What's Inside

Everything you need to run your business day to day

Quarterly Planning Hub

90-day goals, key results, monthly milestones, and a quarterly review template. Sync your sprints to your bigger picture without losing either.

Project Tracker

Active projects with status, deadlines, budget, and client link. Kanban + table views so nothing falls through the cracks between planning sessions.

Client CRM

Client profiles with contact info, project history, renewal dates, and notes. Know the full relationship at a glance — not just the last email.

Task & Delegation System

Daily and weekly task lists with priority, assignee, and deadline. "Delegate to VA" status field makes it obvious what you should hand off — and what you shouldn't.

Why This Planner

The gap between planning and executing — bridged

You have a vision (Annual Planning OS). You have content scheduled (Social Media Calendar). What you don't have is something that tracks the work between. This is that layer.

  • Built for service-based businesses — clients, projects, and deliverables front and center
  • Integrates with Annual Planning OS — quarterly goals flow down into weekly tasks
  • Task delegation field built for VA and contractor workflows
  • Financial snapshot per client — revenue, expenses, margin at a glance
  • Fully editable — rename, relabel, extend for your specific workflow
$27
one-time payment
Get Instant Access
Instant download · Lifetime access · Future updates free
What's Included
01
Quarterly Planning Hub
90-day goals, monthly milestones, key results tracking, and quarterly review template
02
Project Tracker
Active projects with status, deadline, budget, client link, and owner
03
Client CRM
Profiles with contact info, project history, renewal dates, and notes per client
04
Task & Delegation System
Daily/weekly tasks with priority, assignee, deadline, and "delegate to VA" status field
05
Weekly Review Dashboard
Monday prep checklist, weekly wins log, blockers, and next week focus — all in one view
06
Financial Snapshot
Revenue tracker, expense categories, and profit margin per client and project
07
Meeting Notes & Decisions
Linked to clients and projects with action items extracted automatically
08
Founder Focus Log
Daily time log, energy rating, and big 3 tasks completed — tracks what actually happened
Most Popular Add-On

Business Planner Pro Bundle

Everything in the base planner, plus bonus templates and a Notion task tracker pre-built for your client workflow. Get set up in minutes, not hours.

  • 5 bonus Notion templates (client intake form, project brief, invoice tracker, client report, weekly standup)
  • Pre-built task tracker synced to your client CRM
  • Works alongside the base planner — no duplicate entries
  • One-click Notion duplicate after purchase
$12 one-time · works with any plan
Add Pro Bundle — $12

Secure checkout via Stripe · Instant access

What People Say

Built for operators who run real businesses

"The client CRM alone paid for the template. I can see every project, every renewal date, every note — without digging through email."

— Chris L., Freelance Consultant

"Finally a planner that gets the delegation part. The VA can see exactly what needs to be done and I stop being the bottleneck."

— Elena M., Agency Owner

"I stopped using three separate tools for this. Client work, project status, and my weekly review all live in one Notion workspace now."

— Tom A., Mobile Detailer (Service Business)
FAQ

Questions answered

Buy Now — $27
Do I need a Notion account?
No — Notion is free. You duplicate the template into your own workspace and it's yours to use and edit as you like.
How do I receive the template?
After payment, you'll receive a direct Notion link to duplicate the template to your workspace instantly.
Can I use this for multiple clients?
One purchase is for personal use. If you're a consultant or agency using this for multiple clients, you need one license per client or brand.
Is there a refund policy?
Yes — if you're not satisfied within 14 days, email us and we'll refund you in full. No questions asked.
Will I get future updates?
All future updates to the Business Planner are free. You'll be notified when new sections, formulas, or views are added.

Run your business. Not just plan it.

$27 one-time. Instant access. Everything on one page.

Buy Now — $27