Clients
Status, Service Type, Kickoff Date, Owner, Related Projects
Notion template
Use the template as the top-of-funnel install surface.
The Marketplace connection is the product. The Notion template is the distribution wedge: agencies can duplicate a clean delivery OS, then install ClientFlow to make it operational.
Databases
Mirror the role mapping ClientFlow expects.
Projects
Client relation, Owner, Status, Start Date, Due Date, Template Source
Tasks
Project relation, Client relation, Owner, Due Date, Status, Recurring Flag
Services
Template Name, SLA, Cadence, Default Owner Role
Launch checklist
A template people can use even before full automation.
- Publish as "ClientFlow Agency Delivery OS"
- Include Northstar Studio demo rows
- Add buttons linking to /install and /receipt
- Submit to Notion template gallery as a separate distribution asset