Clients, pipeline, projects, tasks, meetings, invoices, expenses and ten written procedures in one Obsidian vault. The Home page shows today’s tasks, who needs a follow-up, your pipeline and what you’re owed.
Instant downloadWindows, Mac, iPhone, AndroidNo plugins12 months of updates
Status, next step and next date for everyone, plus a view of who’s gone quiet for 30 days.
Deals by stage with total and weighted value, and what’s closing in the next 30 days.
Active, waiting and overdue work, with budget and hours used.
Today, this week and waiting on others, linked to clients and projects.
Agenda, notes, decisions and next steps, filed under the client automatically.
Unpaid and late invoices, spending by month and category, and subscriptions.
Discovery call, proposals, follow-up, onboarding, invoicing, weekly review, monthly close and more.
Weekly and quarterly review templates, so your business keeps a diary.
Fictional sample data is included so every view shows something on day one. Clear it from one list when you’re ready.
A free, smaller edition you can keep and share. If it helps, the full vault picks up where it stops.
Clients with follow-ups, tasks for today and this week, and a Home dashboard. No email needed.
What is Obsidian?
A free note-taking app for Windows, Mac, Linux, iPhone, iPad and Android. Your notes are plain files on your own device, not in someone else’s database. Get it at obsidian.md.
Do I need plugins or coding?
No. Everything uses Obsidian’s built-in features (Bases, templates, daily notes), so it works with Restricted mode on, works on your phone, and keeps working when Obsidian updates.
What exactly do I get?
A ZIP with the complete vault: templates, ready-made views, guides, and fictional sample data you can clear from one list. Open the folder in Obsidian and the Home page appears.
Can I change it?
Yes, all of it. Rename statuses, add fields, delete what you don’t need. It’s yours to keep.
Does it work on my phone?
Yes. Use any sync you like (Obsidian Sync, iCloud or a free option); a guide inside compares them.
Is my data private?
Yes. The vault runs on your devices and we never see your notes. It’s designed to never hold passwords or ID numbers.
What if it isn’t right for me?
Email us within 14 days of buying and we’ll refund you. No form, no argument.
Do I get updates?
Yes, free for 12 months: re-download from the link on your purchase page.
Who made this?
Golden Rock, a technology partner in San Antonio, Texas. Not affiliated with or endorsed by Obsidian (Dynalist Inc.).
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