Description
Stop losing track of your clients — their allergies, their favorites, their contact info, their order history.
The Client Relationship Manager is a Notion template that gives you one beautiful place to store every client’s details so you always know exactly who you’re baking for.
What’s inside:
- Client directory with contact info, phone, and email
- Allergen tracking (multi-select — never miss a nut allergy again)
- Order history notes per client
- Birthday month field for re-engagement campaigns
- VIP, Regular, and New client tags
- Gallery view — see your whole client list at a glance
- Step-by-step instructions built into the template
Who is this for?
Bakers who take custom orders and want to remember every client’s preferences, allergies, and history — without relying on memory or scattered notes.
Delivered as a Notion template (digital product — not a physical product). You need a free Notion account to use it.
