Stop managing your business
from 7 different tabs.
The Solopreneur Helm replaces your scattered spreadsheets, sticky notes, and "I'll remember that" with one Notion system. Clients, projects, invoices, and tasks — all connected. Open it once a day. 5 minutes. Done.
Income This Month
$4,250
Sound familiar?
You track clients in a spreadsheet, invoices in another, and tasks on sticky notes
You've bought Notion templates before that were beautiful but empty — no idea where to start
You forget to follow up on invoices until the money is 30 days late
You can't answer 'How much did I make this quarter?' without digging through bank statements
You spend more time organizing your tools than doing actual work
You've tried CRMs but they're built for sales teams, not solo freelancers
One system. Five views. Total clarity.
The Helm connects your clients, projects, invoices, and tasks in one Notion workspace. Every view is designed for a specific question you ask every day.
Daily Helm
StarterOpen this every morning. Today's tasks, upcoming deadlines, income this month, overdue follow-ups. 5-minute daily check-in.
Client Board
StarterKanban view of every client: Lead → Active → Past. See revenue, outstanding invoices, and project status at a glance.
Money Dashboard
StarterEvery dollar tracked from invoice to payment. Monthly income chart, revenue by client, collection rate, outstanding aging.
Project Pipeline
ProPipeline → Active → Delivered → Paid. See fees, deadlines, progress, and what's still missing from the client.
Weekly Pulse
ProAuto-calculated business health score. Review every Friday in 5 minutes. Pipeline, overdue tasks, client health, reflections.
7-Day Onboarding
StarterStep-by-step checklist from 'I just got this' to 'this runs my business.' No blank slate paralysis.
Why this template is different
We studied 200+ user reviews and tested 50+ Notion business templates. Here's what everyone gets wrong — and how we fixed it.
Pre-loaded example data
Every template ships with a fictional freelance business (Alex Chen, Brand Designer). See exactly how it works before you add your own data. No blank slate paralysis.
5-minute daily workflow
The Daily Helm shows you exactly what needs attention today. No digging through databases. Open, scan, act, close.
Starter + Pro Mode
Start with 3 simple views. When you're ready, unlock Pro Mode for pipeline management, weekly health reviews, and advanced analytics.
Everything is connected
Clients → Projects → Invoices → Tasks. Update one thing and it flows everywhere. Your income dashboard auto-calculates from your invoices.
What solopreneurs are saying
"I've bought 6 Notion templates before. This is the first one I actually use every day. The example data made all the difference."
Jordan K.
Freelance Copywriter
"The Daily Helm is genius. I open it every morning, see what needs doing, and close it. My business has never felt this organized."
Priya M.
Brand Consultant
"I was tracking invoices in a Google Sheet. Now I can see exactly who owes me money and how long it's been. Already collected $2,400 I'd forgotten about."
Marcus T.
Web Developer
"The Starter/Pro mode is smart. I started simple and added the pipeline view after a month. Didn't feel overwhelmed at all."
Lisa R.
UX Designer
One template. One price. Everything included.
No subscriptions. No upsells. Buy once, use forever.
$39
$19
Launch price — limited time
Instant delivery. Duplicate to your Notion workspace in 10 seconds.
