What’s inside Clientrail

Deliverables checklist

Exact pack contents (from the product README):

• QUICKSTART.md

  15-minute setup path — Clients + Pipeline + Projects first

• notion-os-structure.md

  Full Notion schema: Clients CRM, Pipeline/Deals, Projects, Meeting Notes, Assets, Invoices checklist — properties, views, linked pages

• prompts.md

  50 English AI prompts (discovery, critique, redesign brief, handoff, difficult clients, proposals)

• templates/proposal.md

  Proposal template tuned for UI/UX scopes

• templates/sow.md

  One-page statement of work

• templates/invoice-checklist.md

  Pre-send invoice checklist

• templates/onboarding-questionnaire.md

  Client onboarding questionnaire

• lead-magnet-5-prompts.md

  Free 5-prompt teaser (also on this site)

• gumroad-copy.md

  Sales page copy + FAQ + 7-day refund policy

• seo/posts/

  Practical blog posts you may adapt for your own marketing

• BRAND.md

  Name, tagline, voice, color suggestions

1. Notion Client OS structure

Full documentation to rebuild by hand (typically under an hour; partial setup in ~15 minutes):

• Clients CRM — fit, source, next touch, Figma/Drive links
• Pipeline / Deals — Lead → Won/Lost with lost reasons
• Projects — Kickoff → Research → Flows → UI → Critique → Handoff → Done
• Meeting Notes — typed for Discovery / Critique / Handoff
• Assets — so brand files stop vanishing
• Invoices checklist — readiness tracking, not accounting software

See illustrative board mocks on the home page →

2. 50 AI prompts

English, model-agnostic prompts across six freelance moments: discovery, critique, redesign briefs, handoff, difficult client replies, and proposals. Always paste real constraints; delete invented metrics.

Sample prompts on the home page · 5 free prompts

3. Deal templates

• Proposal structure
• One-page SOW
• Onboarding questionnaire
• Invoice checklist

What this is not

• Not a hosted app, CRM SaaS, or Stripe automation
• Not an agency multi-seat system
• Not a promise of leads, retainers, or income
• Not a pack of fake testimonials

You still do discovery, design, and difficult conversations. Clientrail keeps the operating layer from falling apart.

FAQ

Do I get a duplicate Notion link?

You get Markdown documentation to rebuild the OS in your Notion. That way the workspace is yours — relations, permissions, and all.

Does this work on Notion Free?

Yes for solo use. Tables and boards are enough to run the system.

Refund policy

7 days from purchase. If it doesn’t fit how you work, request a refund via Gumroad / order email.

Are templates legal advice?

No. Practical starting points only. Use a lawyer for jurisdiction-specific contracts if needed.