Daily Habit Planner Template

Notion Template Designer Needed – Sales Training & Performance Workspace

I’m looking for an experienced Notion template designer to build a complete sales onboarding and daily execution workspace for a new sales trainee. This will function as their central operating system for learning sales, tracking performance, and building disciplined daily habits.

The workspace should be practical, clean, and performance-driven, not aesthetic fluff.

The Notion workspace should include:

1. Daily Sales Execution & Habit Tracking

Track core daily sales habits (outreach volume, follow-ups, calls booked, calls taken, training completed)

Simple daily check-ins with accountability metrics

Weekly and monthly roll-ups to show consistency and momentum

2. Goal Setting & Performance Tracking

Short-term and long-term sales goals (daily, weekly, monthly)

Clear progress indicators tied to activity, not just outcomes

Revenue, bookings, close rate, and improvement tracking

3. Sales Training & Knowledge Hub

Central place for sales scripts, frameworks, objection handling, and notes

Structured learning path so a new trainee knows exactly what to study and when

Space for reflections after calls and feedback loops

4. Pipeline & Activity Overview

Simple CRM-style database to track prospects, follow-ups, and deal stages

Clear visibility of what needs to be done each day

No unnecessary complexity

5. User-Friendly, Scalable Design

Intuitive layout with minimal friction

Easy to duplicate for future trainees

Built for speed, clarity, and execution

Ideal skills and experience:

Strong proficiency in Notion (databases, relations, rollups, formulas)

Experience building performance or business-focused templates

Understanding of sales workflows, habits, or training systems

Clean, logical design with real-world usability in mind

Please share examples of previous Notion work, especially any dashboards, operating systems, or performance-tracking templates you’ve built.