CLIENTOps
a Notion client operations dashboard
For real estate agents, financial advisors, accountants, independent client-facing professionals, creators and MSMEs
One 360 Degree Command Center. Every Client Covered.
A healthy business comes down to excellent work, timely follow-through, well-managed relationships, and operations that run smoothly - and all of it runs through one command center.
Is this for someone like you?
Built for the specific way you already work
Real Estate Agents / Realtors
CLIENTOps Real Estate. Intentionally streamlined for the solo agent/ realtor. The dashboard connects leads, clients, properties, showings, transactions, submissions, deadlines, and follow-ups without team permissions or handoff layers. Its defining advantage is transaction protection through connected deadline and document control. With four-week and one-week preparation checkpoints, agents can anticipate what each deal requires instead of reconstructing its status from messages, spreadsheets, and calendars.
Accountants
CLIENTOps reveals each engagement’s missing records, review bottlenecks, client dependencies, filing exposure, payment status, and next action through one accounting-specific daily command center. Its four-week preparation window shifts the practice from deadline reaction to advance planning, while connected filings, deadlines, requirements, and recurring work create a clear chain of accountability.
Financial Advisors
Managing households, plans, portfolio reviews, agreements, and service requests across disconnected tools makes it easy to overlook important risks. CLIENTOps reveals each relationship’s suitability gaps, liquidity concerns, overdue reviews, missing disclosures, unresolved transfers, and next action through one advisor-specific daily command center.
Creators
Managing content, campaigns, brand deals, approvals, payments, and performance across disconnected tools makes it difficult to run creativity as a business. CLIENTOps connects each deliverable to usage rights, pipeline value, invoices, profitability, performance insights, and repurposing opportunities in one creator-business command center.
Not one of these? CLIENTOps Core has the basic details that will work the same way for any independent professional managing an active client roster. And if you want a more premium version, CLIENTOps Core Premium is the way to go.
The rush job nobody planned for.
Nothing was overdue. It still felt like a dire drill.
With a dozen deadlines competing for your attention, it's easy to lose track of what needs to start now versus what can wait - until suddenly everything's due at once. The task wasn't late. You were.
CLIENTOps lines up every requirement and deadline across every client, so you always know what to prioritize before it turns into a scramble.
Nothing gets missed
See exactly what's still outstanding for every client
Documents, signatures, approvals - CLIENTOps tracks what's been received and what's still owed, so "did they send that yet?" is never a guess.
Nothing gets missed
Every client's record, all in one page
Status, scope, deadlines, and what's next - a client's whole story lives on one profile page instead of scattered across your inbox.
What actually changes
Less time checking spreadsheets. More time doing the work.
Fewer follow-ups fall through. Your morning review takes minutes instead of a scroll through email and sticky notes. Every prospect, client, task, and deadline lives in one place - so "let me check on that" stops being the answer.
Why your own dashboard, not your company's
Your prospects and clients go wherever you go.
This is your fashboard, not your employer's. Change companies and yoru contacts, communications, and history move with you - nothing stays behind on a company server.
Who's behind this
CLIENTOps is built by Amanda Garcia.
CLIENTOps is built by Amanda Garcia. She started her career in communications for broadcast and print media, then moved into financial services, investments, and real estate - she's licensed in both, and still holds active licenses for all three today.
Amanda is currently a Conference Producer focused on the digital transformation in the public sector, having run events across Southeast Asia and North America, and now Australia - tracking the progress of public sector agencies along the way.
Producing events at scale means juggling as many as 14 events at once, each at a different stage of preparation - the kind of complexity that falls apart fast without real organization. Amanda's team leans heavily on AI to manage it, and CLIENTOps is her bringing those same tools to the professions she knows firsthand. Before any of this, she worked in sales herself, where she learned that sales is a numbers game - constantly meeting new people, and constantly losing track of where the conversation left off, what was already offered, and what each person actually wanted. CLIENTOps is built to solve that.
Real Business Identity
Amanda is licensed in real estate, insurance, and investments. She also founded Roshare, a company for her digital business.
Support Contact
Email hello@roshareglobal.com for support.
Secure Checkout
Payment processed securely via Paypal.
Other options will be available soon.
Instant Delivery
Core, Core Premium, Profession Edition, and Team Profession Edition are ready-made - delivered as Notion template link right after purchase. Bustom builds are quoted and scheduled individually.
What's not included
Individual discovery meetings
Changes requested for one particular business
Custom workflow development
Notion subscription fees
Individual discovery meetings
Client data entry
Database cleaning or migration
Configuration of individual user permissions
Email or SMS automation
External software integrations
Custom coding
Ongoing system administration
Core, Core Premium, Profession Edition, and Team Profession Edition are ready-made digital products, not implementation services. Anything above can be requested as a separately quoted Custom Build. Custom Build is available only for teams.
Founder's Price
Choose your CLIENTOps system
Start with Core or Core Premium today, or go straight to the edition built for your profession - and your team. Core Profession is available in the following versions: CLIENTOps Real Estate, CLIENTOps Financial Advisor, and CLIENTOps Accountant.
CLIENTOps Core
CLIENTOps Core is the flexible, general-purpose edition for small businesses that want a better grasp of their operations without being locked into an industry-specific workflow. Core gives consultants, agencies, service providers, creators, coaches, boutique firms, and growing teams a clean system for managing clients, prospects, meetings, priorities, and follow-ups in one adaptable command center.
CLIENTOps Core Premium
CLIENTOps Core Premium is the upgraded version of Core for businesses that need deeper operational control, not just basic client and follow-up tracking. It adds a fuller command-center structure with Opportunities, Clients, Engagements, Deadlines, Tasks, and Meetings, plus stronger daily/weekly review prompts, risk tracking, missing-document visibility, deadline reminders, ownership fields, and engagement-delivery workflows so users can manage revenue, service delivery, client health, and operational risk in one premium system.
CLIENTOps Creator Premium
CLIENTOps Creator Premium iis built for creators who are growing a business—not simply maintaining a content calendar. It connects content production and campaigns with brand approvals, usage rights, rate cards, pipeline value, invoices, expenses, payments, and performance, creating one complete view of how creative work becomes revenue.
Creators can immediately see what must be produced, which deals need follow-up, where feedback is blocking delivery, what payments remain outstanding, and which content should be repurposed. Performance goes beyond likes and views to include clicks, conversions, attributed revenue, and actionable lessons—helping creators protect the value of their work, strengthen brand relationships, and make smarter decisions about what to create next.
CLIENTOps Profession Edition
CLIENTOps Core Premium is the upgraded version of Core for businesses that need deeper operational control, not just basic client and follow-up tracking. It adds a fuller command-center structure with Opportunities, Clients, Engagements, Deadlines, Tasks, and Meetings, plus stronger daily/weekly review prompts, risk tracking, missing-document visibility, deadline reminders, ownership fields, and engagement-delivery workflows so users can manage revenue, service delivery, client health, and operational risk in one premium system.
Yes. Every CLIENTOps tier is a one-time founder's price — no subscriptions or recurring fees for the template itself. (Notion's own subscription, if you're on a paid plan, is separate and not included.)
Yes. Once you duplicate CLIENTOps into your own Notion workspace, it's entirely yours to edit — add fields, rename stages, adjust views, whatever your practice needs.
No — data entry, migration, and cleaning of existing records aren't included in Core, Core Premium, Profession Edition, or Team Profession Edition. A blank import spreadsheet and quick-start guide are included to help you bring your own data in. Migration support is available with a Custom build, for teams only.
That's what a Custom build is for — available exclusively for teams, it includes a team workflow-discovery call, custom workflow development, live team training, and integrations, quoted for your specific team and profession. Custom builds aren't offered for solo professionals — if you're working alone, Core Premium or Profession Edition covers the same ground.
Yes, with the Team Profession Edition — it supports up to five users with individual staff views, task assignment, and a manager overview. Core and Profession Edition are built for one user.
Instantly: you'll get a Notion template link by email within minutes of purchase. Custom build timelines for teams (only) are scheduled on a case-to-case basis.
There are no refunds as this is a digital product.
There's a manual included that walks you through how to start using the dashboard. If your concern isn't answered there, you can email hello@roshareglobal.com with screenshots of the problematic area.
Stop running client relationships from
scattered notes and memory.
Put the work behind every client relationship in
one organized system - starting at $18.
CLIENTOps
a Notion client operations dashboard for independent professionals and small teams - built by Roshare Growth. Every prospect, client, task, and deadline, in one command center.
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