👤 CLIENT NAME : Sarah Jane
📍 LOCATION : Bengaluru, India
👩🏻🎨 PROFESSION : Freelance Graphic Designer
🧑🏻💻 CLIENT VOLUME : 6–8 concurrent clients/month
📝 TOOLS USED : Google Sheets, WhatsApp, Canva, PayPal, Gmail
As a talented designer, Sarah was facing a common bottleneck in freelance operations—not creative work, but administrative overhead:
• Leads came in via Instagram, Gmail & WhatsApp
• No system to track—missed or duplicate response
• Calls booked manually via messages
• Took 3–4 back-and-forths per client
• Invoices made in Canva & sent manually
• Missed payments & scope creep due to no tracking
• Felt overwhelmed and disorganized
• “I feel more like an unpaid assistant than a designer.”
• Notion CRM template + Typeform
• Auto-reply via n8n from Gmail with message & call link
• Calendly linked with Notion
• Bookings auto-logged in Notion + Slack alert
• Notion + n8n auto-created PDF invoices
• Airtable template → sent via Gmail
• Auto-reminders after 5 days if unpaid
• When deal marked “Confirmed” → n8n sent:
– Welcome email with timeline & folder
– Intake form link (Typeform)
