A complete Notion system to manage every client, task, call, and renewal — all in one place.

The Client Delivery & Account Management OS replaces scattered tools with a streamlined, automated workflow that keeps your clients happy and your work on track.

What You Get:

-> A connected Client CRM, Deliverables Tracker, and Notes Hub

-> A clean Daily Dashboard showing priorities, risks, and deadlines

-> Automatic Health Scoring based on communication + sentiment

-> A Renewals Timeline so contracts never sneak up on you

-> Pre-built templates for onboarding, meetings, follow-ups, and projects

Why It’s Valuable:

This OS eliminates client chaos by centralizing delivery, communication, and tracking. You’ll catch risks early, stay organized, and run a more professional, reliable operation — without extra tools or manual updates.

Who It’s For:

Agencies, account managers, freelancers, consultants, and anyone managing multiple clients.