ClientARC — Client Delivery OS for Freelancers & Consultants
Most freelancers track client work across three apps, two spreadsheets, and a notes app they stopped trusting six months ago.ClientARC is a single Notion workspace that replaces all of it. You get a pipeline that moves, a dashboard that tells you what to do each morning, and five AI workflows that write the emails and agendas you've been writing from scratch every time.Built for consultants, copywriters, designers, strategists, and anyone who delivers creative or knowledge work to clients.What's includedClientARC is built around four connected databases that cover every part of client delivery:Clients tracks every relationship — active, past, and on hold. A health formula tells you at a glance who's on track and who's ready to re-engage. Set a re-engagement date when a project closes and the system surfaces that client automatically when it's time to reach out.Projects is your operational pipeline. Five stages — Onboarding, In Progress, In Review, Complete, Closed — with a board view you can drag across. A milestone log on every project record captures what was completed, what's next, and any blockers. Invoice status and project value track the business side without leaving Notion.Deliverables keeps approval moving. Every item you hand to a client gets a status — In Progress, Submitted, Revision Requested, Approved — and a Days Since Submitted counter so nothing sits in someone's court without you knowing. The Command Center dashboard shows you everything awaiting client action in one view.Tasks is due-date first, no exceptions. Every task needs a date. The Today view is how you start your morning. The Overdue view is how you catch what slipped.Command Center DashboardOne page. Open it, know what to do. Five sections: Today's tasks — what needs to happen right now What your clients see right now — deliverables awaiting action Pipeline — full board view of every active engagement Overdue — tasks that have slipped Re-engage — past clients whose follow-up date has arrived 5 AI Workflows — built inEach prompt lives on the relevant page. Fill in the fields, open Notion AI, paste the prompt. Works with Notion AI, ChatGPT, Claude, or Gemini. Client Brief — generates a four-line internal brief from the client record. Run it before every call so you walk in sharp. Kickoff Agenda — writes a structured meeting agenda from the project details. Four sections, ready to run. Milestone Update Email — drafts a send-ready progress email from your milestone log. Two stages: draft, then a pass to make it sound human. Feedback Request — writes two specific questions based on the deliverable type. No more "let me know what you think." Re-engagement Message — writes personalized outreach referencing the real work done together. Two stages: draft, then strip the AI tone. What you get 4 connected Notion databases with all properties, views, and formulas pre-built Command Center Dashboard with 5 linked views 5 AI workflow prompts ready to copy and run Onboarding checklist inside every new project record Demo data included so you can see it working before you add your own User Guide — reads in under five minutes Works on the Notion Free plan One-time purchase, free updates Who it's forClientARC is built for solo freelancers and small consultancies who deliver project-based work. Copywriters, brand strategists, designers, marketers, coaches, and consultants who have more than two active clients and no clean system for managing them.If you're spending more than ten minutes a day figuring out what to work on, what's waiting on a client, or what to write in a status email — ClientARC fixes that.Who it's not forClientARC is not a CRM. It doesn't track leads, manage a sales pipeline, or handle invoicing end-to-end. It picks up the moment a deal is signed and carries you through to the re-engagement.If you need pre-sale pipeline management, SalesARC handles that.How to get startedDuplicate the template into your Notion workspace. The demo data shows you how everything connects — Meridian Studio is an active project in progress, Oaken Creative shows the re-engagement system working. When you're ready, delete the demo records and add your first real client. The whole setup takes about ten minutes.ClientARC by Stratus Arc Studio. One-time purchase.
Get it → stratusarcstudio.gumroad.com