That Vibe CoderHow many more leads can your business afford to lose?
If you're not capturing leads, someone else is. Your competitors aren't waiting.
Get Client & Lead OS for $47One-time payment. Instant access. Yours to keep.
“This template is solid - no nonsense. Often I'll search around and this one was instantly a YES.”Susan Doerksen Castro
“I ended up buying your Digital OS package and wanted to give you credit and say thanks for all the free stuff prior.”Sue Hilgner
“Easily a top 10 free template on the marketplace. Just download and go.”Anita
“Does what it says it's going to do, and in this day and age that is saying something.”ben
Join the 75,000+ people already running their work and life on our Notion templates.
“The automations and flow pair great with the simplistic design.”
Simon SoichiDigital OS“I have downloaded many of this creator's templates over the last few months and I am always left happy with the result. Thank you!”
Deb KlineEveryday OS“Everything here was exactly what I needed and I really like the way the page is designed. Love how all the automations actually work :)”
Janis YoungEveryday OS“Brian is truly exceptional. I came to him with a big vision for a custom Notion system to manage multiple businesses and personal workflows, and he built something far beyond what I imagined...”
Finally feel understood, supported and in control of your clients and leads.
Pick the part of the business that eats your week, and see the page that takes it off your plate.
Leads from Instagram, email, LinkedIn and Upwork land in one pipeline, so you stop scrolling four inboxes to remember who's still open.
Every lead carries its source, so you can see which channel is worth your time before you spend another week on it.
Cold DMs, emails, Upwork and Loom videos sit next to your weekly targets, so you know when you've done enough.
Why the last CRM went stale
The lead didn't say no. The follow-up just never happened.
A lot of leads never actually say no. People lose them in the gap between the call and the follow-up, and it isn't because they don't care. The pipeline only stays current if somebody types every update in by hand, and after a long day of client work that somebody never shows up.
The lead who said to check back next week sits in your DMs. The date lives in your head, and by the time you remember, they hired the person who got back to them first.
It was never your discipline. It was the typing, so I handed the typing to a team.
| Design studio (IG) | Call booked | Jun 2 |
| Referral from Sam | Proposal? | |
| Upwork lead | ||
| Who was the LinkedIn guy??? | ||
Meet the team
15+ AI agents run your pipeline, from the first DM to the signed client.
You do the client work. Each agent runs one part of the business around it: the leads, the follow-ups, the calls, the onboarding and the numbers. None of them messages a lead on its own.
Hover or tap an agent to watch it work.
It never deletes anything, it drafts every message for you to send, and it tells you exactly what it changed.
Everything you get
The system, the agents and the courses to run them, in one checkout.
Most templates hand you a page and leave. This one comes with three courses: Notion, Claude and the business side, so you know how to run every part of it.
01 · The system
Client & Lead OS
Your leads pipeline, client directory, projects, tasks, meeting notes and reporting, already connected.
02 · The team
15+ AI agents
Lead Logger, Follow-Up Agent, Call Notes Agent, Onboarding Agent, Pipeline Reviewer and ten more, each with one job.
- 01Databases
- 02Relations
- 03Views and filters
- 04Make it yours
03 · Course
A mini Notion course
The databases, relations and views behind it, so you can bend it to how you sell.
Who do I follow up with today?
Follow-Up AgentFour people. I drafted a message for each one, ready for you to send.
04 · Course
A mini Claude course
How to talk to your agents, what to ask them and how to get answers you can act on.
05 · Course
A full business course
Find your moat, analyze the business and decide what to build next, with the MOAT template and a business analysis inside.
One-time payment. Instant access. Yours to keep.
Client & Lead OS
Automated Lead Tracking
Never lose a lead again. Capture, organize, and track every prospect from first contact to closed deal.
- Instant Capture:
- Paste in a DM or an email and the Lead Logger files the lead, where it came from and what they need in the right place in your pipeline.
- Smart Organization:
- Sort and prioritize leads by stage, source and value with views built for it. Focus on the highest-value opportunities.
- Follow-Ups, Drafted:
- Every lead gets a follow-up date, and the Follow-Up Agent drafts each message from what they told you. You send it, so a hot lead never goes cold.
Complete CRM
Client Relationship Management
Build stronger relationships with a complete view of every client interaction, preference, and project history.
- 360° Client View:
- See every client's notes, projects, and documents in one place. Never scramble to find information again.
- Communication Hub:
- Log every call and meeting, and the Call Notes Agent files your notes as a summary and turns the action items into tasks.
- Project Timeline:
- Visualize the complete client journey from prospect to advocate. Identify upsell opportunities.
Sales Pipeline
Visual Deal Tracking
See exactly where every deal stands. Move prospects through your pipeline and close more deals faster.
- Kanban Views:
- Drag and drop deals through stages. Get a visual overview of your entire sales pipeline at a glance.
- Deal Insights:
- Track each deal's value and stage, and the Pipeline Reviewer tells you every Friday what each stage is worth and which deals went quiet.
- Win/Loss Analysis:
- Learn from every deal. Track what works and optimize your sales process continuously.
Financial Insights
Revenue & Performance Tracking
Monitor your sales performance with detailed analytics. Know exactly what's working and where to focus your efforts.
- Revenue Reports:
- The Revenue Reporter writes your monthly numbers from your deals and projects, so you see your progress toward your goals without rebuilding a spreadsheet.
- Performance Metrics:
- Track your discovery, show, proposal and closing rates in the Leads Performance tracker. Optimize what matters.
- Pipeline Reviews:
- The Pipeline Reviewer counts every deal by stage and flags the ones that went quiet, so you plan from what's really in your pipeline.
Smart Automation
Workflow Automation
Let the agent team handle the repetitive work. Focus your time on high-value activities that actually close deals.
- Follow-Ups Drafted For You:
- The Follow-Up Agent drafts each message from what they told you, and you send it. Follow-up dates and tasks get set as you go.
- Ready-Made Pages:
- Built-in pages for proposals, contracts, and onboarding, and the Onboarding Agent turns a yes into a client, a project and the kickoff tasks.
- Works With Your AI:
- Connect Claude, ChatGPT or Notion AI and update the system by talking to it, instead of typing every entry in by hand.
Reviews
People start with one template and come back for the next one.
Word for word from the Notion Marketplace, where my templates hold a 5.0 rating.
“I'm new to Notion and this was exactly what I needed to stay organized.”
Thomas
Everyday OS · Notion Marketplace
“Has all the required features, databases etc, nothing too overcomplicated. Easy to customize and get started with without much changing of stuff.”
Anant Acharya
Everyday OS · Notion Marketplace
“Clean and works well with my content strategy. Great find!”
Mason Dantone
Creator Stack OS · Notion Marketplace
“Great layout! Just what I needed to make my Notion more functional.”
Erin Johnson
Everyday OS · Notion Marketplace
“The design is very nice and the automatic linking is also super smooth.”
Jean
Everyday OS · Notion Marketplace
“I am using this for my content right now. It's helping me stay consistent.”
Sarah D
Creator Stack OS · Notion Marketplace
“I actually picked Beehiiv because of you. So far so good.”
Trevor
Newsletter Page · Notion Marketplace
“I love this template ... Really great for tracking progress on my tasks and keeps me motivated. Super.”
Dan Anderberg
Everyday OS · Notion Marketplace
“Clean and easy to use, gives me a lot of ideas for my new templates.”
Patricia He Guita
Everyday OS · Notion Marketplace
“I love how everything is organised. Very handy, and you can customize it as you want.”
Jo
Everyday OS · Notion Marketplace
“Thank you sm! This was everything I was looking for in a fitness dashboard! I love the calendar 100/10.”
Nancy
Fitness OS · Notion Marketplace
“The template is amazing and user friendly. Must try.”
Aditi Niranjana
Everyday OS · Notion Marketplace
You buy it, duplicate it and connect your AI in one sitting.
Get it for $47
You pay once, and the link to your copy shows up right after checkout.
Put it in your Notion
Click duplicate and the whole system lands in your workspace.
Connect your AI
Follow the setup page inside the template, then paste in your first DM.
One system, one price, and the typing handled for you.
Pay once and keep it. No subscription, no monthly fee.
The free version
Free with your email. Good if you just need one place to keep your clients.
Client & Lead OS
One-time payment. Instant access. Yours to keep.
The questions people ask before they buy.
A Notion system for your leads, follow-ups, clients, projects and meeting notes in one place. It comes with an AI agent team built in, so you update it by talking to it, plus a mini Notion course, a mini Claude course and a full business course.
FAQ_01
What is Client & Lead OS?
A Notion system for your leads, follow-ups, clients, projects and meeting notes in one place. It comes with an AI agent team built in, so you update it by talking to it, plus a mini Notion course, a mini Claude course and a full business course.
Still have a question? Email thatvibecoder@gmail.com.
Your next lead is probably already in your DMs.
Put it somewhere that reminds you, and spend Friday reviewing the pipeline instead of rebuilding it.
One-time payment. Instant access. Yours to keep.