Your CRM is only as good as the last time someone updated it
And nobody updates it. So half your leads show the wrong stage, follow-ups never come back around, and you find out a client paid by checking Stripe.
Without it
- Typing in every lead Copying names and answers from the booking email into a row.
- Stages that lie The lead you closed last week still says Meeting Booked.
- Follow-ups that fall off Nothing reminds you to chase anyone, so nobody gets chased.
- Payments you go looking for You check Stripe, then Wise, then update the row. Maybe.
With it
- Leads create themselves Every booking lands as a lead with their form answers and a page for their files.
- Stages that move on their own A first call moves them to Pitching, a payment moves them to In Progress.
- A follow-up date on every lead Seven days after you last spoke, back on your list, every time.
- Money matched for you Every payment matched to the right client, with a ping in Slack.
How it works
What your CRM looks like on a Monday
- 3 new leadsBooked over the weekend, form answers and files already on their pages.
- 5 in PitchingEach one moved there by a real first call, with the summary attached.
- 2 paidMatched from Stripe and Wise, now In Progress, both announced in #payments.
- 4 due a follow-upTheir seven days are up, so they're back on today's list.
- 1 gone DormantA no-show who stayed silent for four days, moved out of your way.
Sample report, for illustration.
What you get
- The CRM itselfLeads and clients in one Notion database, with the stages, fields and views I use every day.
- A page per clientTheir files, contracts, proposals and meeting notes, all in one place.
- One task listEvery client and project shares one task database, and dated tasks show up on your calendar.
- Seven automationsBookings, calls, payments, intake, follow-up dates and no-show cleanup, wired to your tools.
- Slack pingsNew bookings, payments and intake forms posted where your team already works.
- A plain English guide and a walkthrough videoWhat updates what, and how to add a field without breaking anything.
Who it's for
Agencies and service businesses that run on Notion and sell on calls, and are tired of a CRM that's always a week behind.
- It fits if you book sales calls on a calendar.
- It fits if you take payments through Stripe, Wise or both.
- It fits if more than one person needs to see where every lead and client stands.
- It fits if you already live in Notion and Slack, or want to.
It's not for you if you're happy in HubSpot or GoHighLevel and they already do this for you. Pairs well with Pregame and Postgame, which write the call brief and the call summary onto the same pages.
Already running
- 132 leads and clients tracked in it
- 7 automations keeping it current
- 1 hour between every follow-up refresh
My whole agency runs on this CRM, from the first booking to the last invoice. I stopped typing in leads and chasing follow-up dates the week these went live.
Questions
What does it cost to run each month?
The monthly fee covers me hosting the automations and fixing anything that breaks. Notion, your booking tool and your payment tools stay on your own plans.
How long does setup take?
About 14 days. If you already have a CRM in Notion, I can wire the automations into yours instead of starting fresh.
What do you need from me?
Your Notion workspace, your booking tool, Stripe or Wise, your notetaker and your Slack.
Does it send anything to my leads?
No. Everything here is internal. It updates your CRM and tells your team. Anything that messages a lead lives in Pregame.
Can I move my existing leads in?
Yes. Send me an export and they come across with their stages and dates on day one.
