Client Delivery OS
Run Every Client, Every Task & Every Renewal From One Notion OS
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.
Features
- 1. Automated Client Health Scoring -> Instantly flags at-risk clients using activity + sentiment so you never miss warning signs again.
- 2. Central Daily Dashboard -> Your entire client workload in one place - urgent tasks, overdue deliverables, calls, risks, and renewals.
- 3. Fully Connected CRM + Deliverables + Notes Databases -> All client info, tasks, and meeting notes automatically update across the system.
- 4. One-Click Client Onboarding -> Instantly generates onboarding checklists, linked tasks, and a structured setup flow for every new client.
- 5. Renewal Timeline With Smart Reminders -> See all upcoming contract renewals at a glance so you can plan upsells and QBRs early.
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