Notion template · For small design studios

Run the studio from one system.

A connected operating system for the work that happens around design: leads, projects, time, invoices and cash—kept in one clear loop.

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Built for solo practices and small studios. Runs in Notion.

Studio Operating System dashboard in Notion
Management dashboard · Notion

One system, one loop

From first enquiry to final payment.

Enquiry→Client→Project→Hours→Invoice→Cash

Every record connects to the next. A lead becomes a client, a client becomes a project, project time becomes labour cost, and paid invoices update cashflow. The dashboard gives the studio head the honest picture without rebuilding it in a spreadsheet.

Inside the template

Four connected workspaces.

Projects

One home for the project.

Initial data, responsibilities, tasks, meeting minutes and client correspondence remain connected from kickoff to handover.

Interior project database in Notion

Clients & marketing

Turn an enquiry into work.

Capture leads, move them through the pipeline, and keep the relationship visible after the proposal is sent.

Clients and marketing workspace in Notion

Finance

See the money clearly.

Company cashflow, project finance and outstanding invoices speak to each other instead of living in separate files.

Overall cashflow workspace in Notion

People & hiring

Make the team part of the operating picture.

Keep staff, consultants, departments and hiring needs in view as the studio grows.

Employees and hiring workspace in Notion

What is inside

At a glance.

Management dashboard

Pipeline value, net profit, team utilisation and what is owed—one place to start the day.

Clients & leads

A clear CRM from first enquiry to proposal, negotiation and a confirmed project.

Project database

Architecture and interior templates, with initial data, schedules, deliverables and meeting minutes in one project home.

Time & profitability

Log time against projects daily, see labour cost clearly, and review the true margin at closeout.

Finance & invoices

Project income and expenses linked to company cashflow, with every invoice visible by status.

People & library

Employees, hiring, suppliers and materials kept as a working studio resource—not a forgotten folder.

From first call to closeout

A clear path through each project.

  1. 01

    Capture the enquiry

    Add the lead, its source, estimated value and next follow-up. Qualify, propose and negotiate from the CRM.

  2. 02

    Start from a clean project

    Once won, duplicate the right template, connect the client and complete the initial data checklist.

  3. 03

    Run the work

    Keep dates, deliverables, meeting minutes and role-based operations together as the project moves.

  4. 04

    Make the money legible

    Log hours, issue invoices at each trigger, and track received, outstanding and net figures as they change.

  5. 05

    Close with learning

    Review profitability, record the portfolio and testimonial, then archive a project the studio can learn from.

Made for a whole team

Everyone sees the work that is theirs to move.

Studio head

Dashboard, approvals, pricing and profitability reviews.

Project manager

Proposals, contracts, schedules, invoicing, site and client communication.

Designer

Deliverables, project checklists and daily time logging.

Client

Approvals, payments and information requests tracked before they become a delay.

Access

Set the studio up once. Work from the system after that.

The template is being prepared for release. Leave your email and I will send the details when it is ready.

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Who is it for?

Solo designers and small architecture or interior-design studios that want the operational side of the practice to be as considered as the work itself.

Do I need paid Notion?

The system is built in Notion. Your required plan depends on the amount and size of files your studio stores.

Can I make it my own?

Yes. The structure is designed as a working foundation; names, views and visual details can be adapted to your studio.