Description
Setup Guide & Full Tour (4 min, start here if you are new to Notion)
Run your copywriting business from first pitch to paid invoice. Copywriter Studio OS 2.0 is the design edition of Copywriter Studio OS: the same features with a new Riso Print Studio look (ink blue and fluoro coral halftone photos, an issue-style masthead and a column contents page).
Also available in the original edition: Copywriter Studio OS
Who it’s for
- Freelance copywriters and content writers
- Small copy studios with a few writers
- Writers who juggle retainers, one-off projects and revision rounds
What’s inside
- Leads & Proposals: every pitch by stage on a board, with value and a follow-up flag
- Clients: rates, lifetime value, outstanding balance and win rate per client
- Projects: fee, deadline flag, progress, effective hourly rate and rate per word earned
- Deliverables: each draft from Draft to Delivered, with included revision rounds, rounds used and an out-of-rounds warning
- Brand Voice Guides: tone, reading level, words to use and words to avoid, per client
- Content Briefs & Swipe File: client briefs, headline bank, hooks and reusable templates
- Invoices & Payments: sent and paid dates, days overdue and part payments
- Time Log: hours by task, billable or not
- Dashboard: an At a glance area with three charts (drafts by stage, proposals by stage, invoiced by status), eight photo navigation cards and section views for pitching, projects, drafts, voice and money.
- Start Here: Step-by-Step Guide inside the template, written for complete beginners
- Fictional sample data so you can see how everything connects, easy to clear
How it works
A pitch starts in Leads & Proposals. When you win it, the client and project are linked, each draft is tracked in Deliverables against the revision rounds you agreed, and your hours and invoices roll up into the project and the client so you can see your real hourly rate.
Built-in automations
Five date-stamp automations: Won on, Delivered on, Sent on, Paid on and Completed on.
Set up in 3 steps
- Open the template link in your PDF and click Duplicate to copy it into your own Notion workspace.
- Open Start Here and follow the setup: add your own details and clear the sample data when you’re ready.
- Work from the dashboard every day and use the weekly checklist in Start Here to keep everything up to date.
What you get
- The Notion template (duplicate link delivered as a PDF)
- Setup Guide PDF with a step-by-step walkthrough and FAQ
- Start Here guide inside the template
Free plan
Works on the Free Notion plan. The built-in automations are Notion database automations, which run on paid plans (Plus and up). On the Free plan they pause and you fill those dates in by hand; every database, formula and view still works. Desktop, web and the Notion mobile app.
Digital product: nothing physical is shipped. Sample data is fictional.
Notion is a trademark of Notion Labs, Inc.; this is an independent template by Create Digital Tools (createdigitaltools.com).
New to Notion? Try it free here (affiliate link: we may earn a commission at no extra cost to you).
Also on Gumroad: Copywriter Studio OS 2.0: Notion Template
Want your own store like this one? createdigitaltools.com runs on Hostinger WordPress hosting. Start your own shop with Hostinger, or try the no-code Hostinger Website Builder.
Affiliate links: I may earn a commission at no extra cost to you.
