Launch week — save $50 across all tiers. Price increases Friday.
Filmmaking Lifestyle · Matt Crawford · Notion Template
Ultimate Video Company
The complete operating system for video businesses.
Instant Access 14 Core Modules CEO Dashboard CRM + Finance Built in Notion 12 Bonus Templates

Stop running your video business from scattered apps, sticky notes, and gut feel.
This is the system that serious studios actually use — finally available as a single Notion workspace.

A complete, ready-to-use Notion template built for freelance videographers, growing studios, and full agencies — covering every stage of every project, from first enquiry to final archive. 14 deeply built modules. One place for everything. Yours in minutes.

Get Instant Access
423 teams ran projects with a clearer, lighter workflow

Three tiers: $79 · $149 · $299 · One payment · Lifetime updates · 30-day guarantee

🗂 14 core modules 💼 CRM + Finance built in ⚡ Instant Notion delivery ♾ Lifetime updates 🛡 30-day guarantee
🎯
CEO Dashboard
🤝
CRM + Pipeline
👥
Client Portal
🎬
Project HQ
📅
Production Cal
💰
Finance Suite
📋
Proposals
📚
SOP Library
🏃
Team + Crew
🎥
Gear Manager
🔁
Repurposing
📦
Delivery
📈
Marketing HQ
📊
KPI Dashboard
Ultimate Video Company · CEO Dashboard · Notion
Workspace
🎯CEO Dashboard
🤝CRM + Pipeline
🎬Project HQ
💰Finance Suite
Production
👥Client Portals
📅Production Cal
🎥Gear Manager
Growth
📈Marketing HQ
📊KPI Dashboard
📚SOP Library
Good morning. // Thursday, April 2026
This Month Revenue
$18,450
↑ 22% vs last month
Pipeline Value
$67,000
6 active proposals
Active Productions
8
2 shooting this week
Profit Margin
63%
↑ from 58% avg
🚨 Urgent — Today
Apex Corp — V2 revision due
Overdue
Invoice #104 — awaiting payment
$4,200
Bloom Agency — discovery call 2pm
Today
📽 Active Projects
Horizon Brand Film
Shooting
Stellar SaaS Explainer
Editing
Westside Wedding
Review
Metro Fitness Ad
Delivery
// preview

A complete Notion operating system —
delivered as a workspace.

A stylized mockup to show what you’re getting: the Ultimate Video Company Notion OS (dashboards, modules, and structure) delivered as a ready-to-duplicate Notion workspace.

14
Core modules
50+
Linked databases
12
Premium bonuses
Lifetime updates
// watch first

See the whole system
in under 10 minutes.

Matt walks you through every module, shows exactly how it connects, and explains who each tier is built for. Watch before you decide.

Ultimate Video Company — Full Walkthrough
Matt Crawford · Filmmaking Lifestyle · ~10 min
Covers: every module · who each tier is for · how to set it up in one afternoon Replace with your Loom / YouTube embed
The real problem

Your craft is excellent.
Your infrastructure is not.

You're a skilled video professional. You know how to tell a story, how to capture light, how to build a film that moves people. That part is sorted. What isn't sorted is everything around it.

Your CRM is a spreadsheet. Your proposals live in Google Docs. Your finances are a box you open once a quarter and hope for the best. Your shot lists, call sheets, and crew details are spread across emails, WhatsApp threads, and Notes apps you barely use.

You're building a serious business on the systems of a hobbyist. And the gap between where you are and where you want to be isn't talent or effort — it's infrastructure.

You're losing track of leads because there's no proper CRM — enquiries fall through the gaps
You don't actually know your profit margin per project — you know revenue, not what you keep
Every project starts from scratch — same shot lists, same call sheets, same onboarding emails, rebuilt every time
Your client experience is inconsistent — some clients get a professional onboarding, others get a forwarded email
You're the bottleneck — nothing happens unless you remember it, which means hiring a second person doesn't actually help

Ultimate Video Company is the infrastructure layer your business is missing. Built in Notion. Set up in one afternoon. Used every single day.

“Running my whole business from one Notion workspace sounds ambitious, but this system makes it completely achievable. The template is so well thought out that setup took less than a day.”
Sarah C.Production company owner
// 14 modules

Every module. Every detail.
Nothing left out.

Open any module below to see exactly what's inside. Every database, every view, every field — built to work from day one.

🎯
Module 01 · All tiers
CEO / Command Centre Dashboard
Mission control for your entire business — one view, everything visible
All tiers

The homepage you actually want to open in the morning. A luxury SaaS-level dashboard that shows you everything that matters — without you having to go looking for it. No more opening five tabs to understand where your business stands.

Today's tasks & urgent items
This month's revenue snapshot
Upcoming shoots at a glance
Profit overview & margin
Urgent client revisions
Pipeline value (live)
New leads & hot prospects
Active productions count
Invoices awaiting payment
Recently updated projects
Overdue deliverables alert
Team availability this week
Quick action: create new client
Quick action: create proposal
Quick action: add expense
Quick action: create shoot day
🤝
Module 02 · All tiers
CRM + Lead Pipeline
A serious client acquisition system — 8 pipeline stages, 7 linked databases
All tiers

The CRM alone justifies the price. A complete video client acquisition system with linked databases for leads, contacts, companies, referral partners, discovery calls, and proposal tracking. The pipeline stages are tuned specifically for video sales cycles — not generic SaaS ones.

Leads · Contacts · Companies databases
Discovery calls tracker
Referral partner network
Proposal status tracking
8 pipeline stages (New → Nurture)
Follow-up reminder system
Budget + project type fields
Potential lifetime value
Decision maker mapping
Pain points + upsell opportunities
Lead source attribution
Win / Loss reason logging
🤝Lead Pipeline — Board View
Bloom Creative Agency
Discovery Booked
$12,000
Horizon Fitness Co.
Proposal Sent
$8,500
Apex SaaS Ltd.
Won ✓
$22,000
👥
Module 03 · Pro + Agency
Client Portal System
Individual branded workspace for every client — feels high-ticket from day one
Pro + Agency

Each client gets their own complete workspace — brand guidelines, project history, live deliverables, revision requests, invoice history, and contracts all in one place. Clients feel taken care of without you spending an extra minute on admin.

Brand guidelines (logos, fonts, colours)
Social links + video goals
Past & current projects
Live deliverables tracker
Feedback log & revision requests
Invoice + contract history
Call notes archive
Testimonial tracker
Renewal & upsell reminders
NDA + signed contracts
🎬
Module 04 · All tiers
Project Management HQ
The complete production engine — pre-production through delivery, nothing missing
All tiers

Every video project needs the same infrastructure and every studio rebuilds it from scratch. Not any more. The Project HQ covers every stage — from brief to brief-approved, through shoot day to final delivery — with nothing left to chance or memory.

Pre-production: Brief, objectives, KPIs, audience, creative references, script, storyboard, shot list, schedule, crew, talent, gear, locations, call sheets, risk assessments, permits, release forms.

Production: Shoot day checklist, camera settings log, scene tracker, shot completion tracker, B-roll tracker, audio notes, problems log, pickup shots needed, client attendance notes.

Post-production: Ingest checklist, backup tracker, editing stages, V1/V2/Final versioning, feedback rounds, music licences, captions, export presets, delivery links, social cutdowns, thumbnail assets.

📅
Module 05 · All tiers
Production Calendar + Scheduling
A visual calendar for the whole company — shoots, edits, calls, deliveries, payments
All tiers
Monthly shoots calendar view
Edit deadlines tracker
Team-wide calendar
Client calls schedule
Equipment booking calendar
Content delivery dates
Payment due dates
Marketing campaign deadlines
💰
Module 06 · Pro + Agency
Finance + Profitability Suite
Where premium value skyrockets — invoices, P&L, profit per project, cashflow
Pro + Agency

Most filmmakers massively underprice because they have no visibility into their actual numbers. This module changes that completely — real profit tracking, not just revenue. Know exactly which clients and services make you the most money.

Invoices + quotes database
Monthly P&L tracker
Expenses by project
Revenue dashboards
Profit per project (real margin)
Monthly trends & averages
Recurring retainer tracking
Best clients by revenue
Contractor payouts log
Highest margin services
Tax estimates (quarterly)
Unpaid invoice alerts
Cashflow tracker
Cost overrun warnings
📋
Module 07 · Pro + Agency
Proposal + Pitch Builder
8 ready-to-use proposal templates — discovery to retainer to event
Pro + Agency

Every type of video proposal, built and ready. Scope templates, pricing tier structures, optional extras, rush fees, and licensing upgrades all included. Stop starting from blank every time a client asks for a quote.

Discovery proposal template
Wedding package proposal
Corporate video proposal
Monthly retainer pitch
Social media package
YouTube management package
Event filming quote
Editing-only quote template
Scope templates + upsell blocks
Rush fee + licensing options
📚
Module 08 · Agency
SOP Library
Operations playbook — 14 standard operating procedures, ready to use and customise
Agency

This is what separates a studio from an agency. When every process is documented, anyone can follow it — meaning you can hire, delegate, and scale without everything depending on you personally. The SOP Library is the operations backbone of a real business.

Client onboarding SOP
Editing workflow SOP
Pre-production SOP
Revision handling SOP
Gear prep SOP
Client offboarding SOP
Shoot day process SOP
Testimonial request SOP
File backup SOP
Referral activation SOP
Upsell workflow SOP
Social media repurposing SOP
Monthly reporting SOP
Project archive SOP
🏃
Module 09 · Agency
Team + Freelancer Management
For scaling beyond solo — crew directory, rates, contracts, availability, performance
Agency
Team directory + freelancer roster
Payment logs by contractor
Rates database
Onboarding checklist
Availability calendar
Performance notes
Specialties + equipment skills
Preferred crew lists by project type
NDA + contract tracking
Editor test project tracker
🎥
Module 10 · All tiers
Gear + Asset Management
Track every piece of kit — serial numbers, insurance, maintenance, storage, rentals
All tiers
Cameras + lenses inventory
Insurance info per item
Audio + lighting gear
Serial number records
Drones + accessories
Maintenance log
Memory cards + batteries
Damaged items tracker
Rental gear tracking
Replacement reminders
Storage locations
Equipment booking calendar
🔁
Module 11 · Pro + Agency
Content Repurposing System
Turn every project into a content multiplier — 12 derivative outputs per shoot
Pro + Agency

This module repositions you from "videographer" to "content strategy partner" — and changes what clients are willing to pay. Every project produces a hero video and 12 derivative assets across every platform your client cares about.

Hero video delivery
Email newsletter content
Reels + Shorts + TikTok
Carousel ideas
LinkedIn clips
Thumbnail ideas
YouTube versions
Blog conversion notes
Testimonial snippets
Quote graphics
📦
Module 12 · All tiers
Delivery + Archive System
Final exports, client links, cloud storage, usage rights, archive drives — all tracked
All tiers
Final exports tracker
Usage rights documentation
Client delivery links
Licence expiration alerts
Frame.io + cloud links
Project expiry dates
Archive drive locations
Deletion schedule
Backup status per project
Retrieval fee notes
📈
Module 13 · Pro + Agency
Marketing + Business Growth HQ
Grow the company itself — content calendar, outreach, referrals, partnerships
Pro + Agency
Content calendar (your business)
Dormant client reactivation
YouTube strategy tracker
Testimonial + case study pipeline
LinkedIn outreach system
Portfolio pipeline
Referral campaign tracker
Upsell targets
Cold email tracker
Networking events log
Partnership development
Retainer renewal campaigns
📊
Module 14 · Agency
KPI Dashboard
CEO-level analytics — revenue, margin, close rate, LTV, retention, turnaround
Agency

The dashboard that makes your business feel enterprise-grade. Track the numbers that actually matter for a video business — not vanity metrics, but the KPIs that tell you whether you're building a sustainable, growing company or running faster on the same treadmill.

Monthly revenue + trends
Best lead sources (ROI)
Profit margin per month
Client retention rate
Average project turnaround
Repeat booking percentage
Average revision rounds
Monthly content output
Lead-to-client close rate
Average client LTV
// premium bonuses

12 bonuses that make people say
"this is underpriced."

Every tier includes bonuses. Pro and Agency tiers get the complete stack. These are what turn a good template into an unfair advantage.

📝
Bonus 1
50 Video Proposal Templates
Ready-to-send proposals for every type of video project — brand film, wedding, corporate, retainer, social, events. Stop writing from scratch.
📋
Bonus 2
Client Onboarding Questionnaire
The exact questions to ask before every project so you never start a shoot without a proper brief. Covers creative direction, deliverables, and stakeholders.
🎯
Bonus 3
Shot List Library
Pre-built shot lists for weddings, corporate, documentary, commercial, social content, and events. Customise per project in minutes instead of hours.
💸
Bonus 4
Pricing Calculator
Input your costs, time, and target margin — the calculator outputs what you should actually charge. End guesswork pricing forever.
Bonus 5
Production Checklist Pack
Pre-shoot, shoot day, and post-production checklists so nothing gets missed on any project regardless of how many you're running simultaneously.
📷
Bonus 6
Camera Settings Cheat Sheets
Reference sheets for common shooting scenarios — interviews, events, run-and-gun, wedding ceremonies. Hand to any shooter on your team.
📱
Bonus 7
Social Cutdown Checklist
Every format, every dimension, every spec for social media exports — Instagram, TikTok, YouTube Shorts, LinkedIn — so delivery is always right first time.
✉️
Bonus 8
Email Swipe File
30 email templates covering every situation — first contact, proposal follow-up, revision requests, late payment, delivery, testimonial request, retainer upsell.
🗣️
Bonus 9
Client Objection Handling Scripts
Word-for-word responses to the hardest objections: "it's too expensive," "we have someone cheaper," "can you lower the price," "we need to think about it."
💼
Bonus 10
Upsell Scripts
How to introduce retainers, add-ons, and upgrades without pressure — at the right moment in the client relationship so it feels natural, not salesy.
🔁
Bonus 11
Retainer Renewal Framework
The complete system for transitioning project clients to monthly retainers — timing, positioning, how to structure the conversation, and the proposal template to send.
🤝
Bonus 12
Referral Engine System
A step-by-step system for activating referrals from past clients, photographers, planners, and agencies — without asking awkwardly or feeling like you're begging for work.
Matt Crawford

Hey, it’s Matt

Matt here, from Filmmaking Lifestyle 👋

At one point, I was trying to run everything from scattered notes, emails, and spreadsheets.

It worked — until it didn’t.

As projects grew, I needed a central system where everything lived:

  • projects
  • tasks
  • clients
  • workflows

That’s when I built out Ultimate Video Company — a full Notion workspace with 14 core modules, CRM and finance, and a CEO-style dashboard — designed specifically for running a video business end to end.

This isn’t just organisation — it’s structure.

I created this product for three reasons:

  • Centralise Everything: Keep your entire business in one place.
  • Stay Organised at Scale: Manage more projects without chaos.
  • Build Real Systems: Move from scattered tools to a proper operating system.

Any questions? Ask me at [email protected]

// choose your tier

Three tiers. One right choice
for where you are right now.

Start where you need to. Every tier includes lifetime updates and 30-day money-back guarantee. Upgrade any time.

Basic
// Freelancers & solo videographers
$ 79  one-time
CEO / Command Centre Dashboard
CRM + Lead Pipeline
Project Management HQ
Production Calendar
Gear + Asset Management
Delivery + Archive System
4 core bonuses included
Lifetime updates
Finance + Profitability Suite
Client Portal System
SOP Library
Agency modules
Get Basic — $79
Instant Notion delivery · 30-day guarantee
Agency
// Studios, agencies & teams
$ 299  one-time
Everything in Pro
SOP Library (14 SOPs)
Team + Freelancer Management
KPI Dashboard
All 12 bonuses (complete set)
Multi-user team setup guide
Priority support access
Lifetime updates (all modules)
Commercial use licence
Get Agency — $299
Instant Notion delivery · 30-day guarantee

30-Day Money-Back Guarantee. Set up the workspace and use it on your next active project. If it hasn't immediately changed how you run your business, email within 30 days for a full refund. No conditions beyond giving it a genuine run.

Proof, not promises
What changed for people after The Ultimate Video Company — Notion OS
★★★★★
“The project tracker alone has saved me more than I can count in missed deadlines and scope creep. I can see every project at a glance and nothing falls through the gaps anymore.”
Silas K.
Freelance videographer
★★★★★
“Running my whole business from one Notion workspace sounds ambitious, but this system makes it completely achievable. The template is so well thought out that setup took less than a day.”
Tessa Murphy
Production company owner
★★★★★
“My day-to-day operations used to live across four different tools. The Notion OS replaced all of them and actually works better. Everything connects to everything else without any manual linking.”
Oscar H.
Commercial filmmaker
// why Notion

Why Notion? Why not a
dedicated project management app?

🆓
Free to use
Notion's free plan is sufficient for most solo operators and small teams. No ongoing SaaS subscription to justify — this is a one-time purchase that runs on free infrastructure.
🔗
Everything connected
Notion's relational databases mean your CRM, projects, finance, and team are all linked. Change a client's status in one place and it updates everywhere — no copy-pasting between apps.
Fully customisable
This is your template, not a locked SaaS product. Add fields, change views, rename databases, add modules — the whole system evolves with your business without paying for a developer.
📱
Works everywhere
Web, desktop, iOS, Android — your entire business infrastructure accessible from any device. On location, in the edit suite, at a client meeting. Everything in one place, always in sync.
🏢
Scales with you
From solo to small team to full agency — Notion's collaboration features scale with your headcount without switching tools. Add team members and they're inside the system immediately.
🎨
Looks like you built it
When you share a client portal from Notion, it looks like a bespoke tool you had built — not a generic project management app. That perception matters at premium price points.
// who is this for

Built for video professionals
ready to run a real business.

// built for you
  • Freelance videographer ready to stop operating from scattered apps and start running a proper studio
  • Growing video studio that needs systems before the next hire — so the new person has something to plug into
  • Wedding or event filmmaker who wants to charge premium prices and back it up with a premium client experience
  • Video agency owner who has outgrown improvised systems and needs a proper operations layer across the team
  • Anyone who has tried Notion before but didn't know how to build the right structure — this is the structure
// not right for you
  • You're not yet taking on paying clients — get your first clients first, then build the infrastructure around the business that exists
  • You're looking for a course or educational product — this is an operational system, not an instruction programme
  • You're not willing to spend one afternoon setting it up — this requires a genuine first-time setup to get the full value
// from the community

What video professionals say
about Filmmaking Lifestyle resources.

★★★★★
"The project tracker alone has saved me more than I can count in missed deadlines and scope creep. I can see every project at a glance and nothing falls through the gaps anymore."
S
Silas K.
Freelance videographer
★★★★★
"Running my whole business from one Notion workspace sounds ambitious, but this system makes it completely achievable. The template is so well thought out that setup took less than a day."
T
Tessa Murphy
Production company owner
★★★★★
"My day-to-day operations used to live across four different tools. The Notion OS replaced all of them and actually works better. Everything connects to everything else without any manual linking."
O
Oscar H.
Commercial filmmaker
★★★★★
"The project tracker alone has saved me more than I can count in missed deadlines and scope creep. I can see every project at a glance and nothing falls through the gaps anymore."
S
Silas K.
Freelance videographer
★★★★★
"Running my whole business from one Notion workspace sounds ambitious, but this system makes it completely achievable. The template is so well thought out that setup took less than a day."
SC
Sarah C.
Production company owner
★★★★★
"My day-to-day operations used to live across four different tools. The Notion OS replaced all of them and actually works better. Everything connects to everything else without any manual linking."
O
Oscar H.
Commercial filmmaker
★★★★★
"I secured three new projects within a month of implementing this system. Having everything in one place completely changed how I show up to client conversations."
AT
Alex Turner
Film Director, London
★★★★★
"The CRM alone is worth the price. I used to let leads fall through the gaps constantly — now every enquiry has a proper home and a follow-up system attached to it."
JH
Jonathan Hsu
Videographer, New York
★★★★★
"The finance module showed me I was undercharging by 40% on editing time. That alone was a revelation. Now I actually know what I keep from every project."
SB
Sarah Brown
Studio Owner, Sydney
★★★★★
"Clients have genuinely commented that our process feels more professional. The client portal made an immediate difference to how we're perceived at high-ticket level."
MR
Marcus Rivera
Freelance Filmmaker
★★★★★
"We onboarded a second shooter using the SOPs in a single afternoon. Previously that took two weeks of shadowing. The systems pay for themselves the moment you add anyone to the team."
TW
Tom W.
Production Manager
★★★★★
"Matt's resources consistently over-deliver. The depth of thinking in every module is obvious — this isn't a template that was thrown together. It's built by someone who actually runs a video business."
ET
Emily Thornton
Agency Director
// FAQ

Questions answered

No. Notion's free plan is sufficient for solo operators and small teams using all of the core modules. If you want to add more than 10 collaborators or need advanced permissions, Notion's paid plans start at a low monthly cost — but you do not need a paid Notion plan to get full value from this template.
Immediately after purchase you'll receive a confirmation email with a Notion template link. Click the link, select "Duplicate" in the top right of Notion, and the entire workspace appears in your account. Setup guide included — we recommend setting aside one afternoon to configure your details and run through each module.
One afternoon — approximately 3–4 hours — to duplicate the template, add your branding, input your existing clients and projects, and configure your financial settings. After that, each new project takes 10–15 minutes to set up. The setup guide walks you through every step.
Yes — email support and we'll provide an upgrade link at the price difference between your current tier and the higher one. You don't pay twice for what you already have.
Every improvement, new database, new view, and new module we add to the template is included at no extra cost. You'll receive update notifications by email with instructions for merging new components into your existing workspace without losing your data.
No. The template is designed to be your operations hub — most people start with the modules that solve their biggest current problems (usually CRM + Project HQ) and migrate other things gradually. You don't have to abandon everything on day one. Many users run the template alongside existing tools and phase out the ones they stop needing naturally.
Both. Solo videographers get the operational clarity they've been missing. Small teams and agencies get the shared infrastructure that lets multiple people work from the same system without confusion. The Agency tier specifically includes the SOP Library and Team Management module — designed for operations that need to function without the founder in the room for everything.
30 days, full refund. Set up the workspace and use it on your next active project. If it hasn't immediately changed how you run your business, email within 30 days for a full refund. No conditions beyond giving it a genuine attempt.

// the infrastructure your business is missing

Stop running a serious business
on improvised systems.

14 deeply built modules. A CEO dashboard that actually tells you what's happening. A CRM that doesn't let leads fall through. Finance tracking that shows real profit, not just revenue. Set up in one afternoon. Used every single day.

Get Instant Access

Basic $79 · Pro $149 · Agency $299 · One payment · Lifetime updates

30-Day Money-Back Guarantee. Use it on your next project. If it hasn't changed how you work, email for a full refund. No awkward questions.
“Clients have genuinely commented that our process feels more professional. The client portal made an immediate difference to how we're perceived at high-ticket level.”
Marcus RiveraFreelance Filmmaker

A Bit About Our Company

At Filmmaking Lifestyle, we focus on helping filmmakers and video business owners build stronger, more sustainable businesses.

I created Filmmaking Lifestyle as a way to share what I’ve learned from years in the industry — from agency-side and corporate video work to running my own production company and serving wedding clients. Across those experiences, I encountered the same challenges many creators face: finding clients, pricing work correctly, managing projects, and building systems that actually scale.

Filmmaking Lifestyle exists to make that process easier.

Everything we create is built around practical, real-world application — tools, frameworks, and resources designed to help you work more efficiently, make better decisions, and avoid common pitfalls.

We believe success in this industry comes from combining creativity with solid business foundations. Whether you’re just getting started or refining an established operation, our goal is to support you with resources that help you move forward with clarity and confidence.

Join us, and take the next step in building your video business the right way.

Ultimate Video Company Notion Template · Filmmaking Lifestyle · Matt Crawford
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