Managing My Business with Obsidian

Last updated Mar 17, 2025

I manage my business mostly with Obsidian. I have a note for each company (I add Inc to each note name “Company Inc”) and add them to my CRM. Inc is helpful because I usually have another note for the company itself or if they have a product, so I have a clear separation between my “notes” and part of the second brain and business-related CRM notes.

My template looks like the one below, whereas #crmssp is the tag that the Plugin Obsidian Projects looks for. I use mainly “table view” and the “sales funnel” (a Kanban board) for checking status.

Table View:

Sales Funnel with Kanban View:

Writing Board with progress of work:

I have another page where I track income and outcomes. I use Basecamp for Todo’s with a reminder, also I can collaborate with customers, but everything else is in Obsidian.

Template for CRM:

 1
 2
 3
 4
 5
 6
 7
 8
 9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27

---
Work: Blogs
Action: Needs Assessment
Type: 2-Prospect
Hotness: 5-Cold
Email: ""
Created: <% tp.date.now("YYYY-MM-DD") %>
Origin:
Timing: ""
Segment: ""
Comment: 
---

# <% tp.file.title %>

## Potential Work & Discussions


## Log
- 

## About Company


---
References: 
Created <% tp.date.now(&

Obsidian is not for everyone, but what I would encourage everyone, is to use an open file format: Markdown. File Over App.

Just for the simple reason that if you spend time to write things down, that you are sure you can read it in 5 years, 10 years still. I’m not sure if Notion will be there or Obsidian, but I know for a fact that text files will still be a thing. As someone who used OneNote for 10 years, I lost a good amount of knowledge while trying to export the data out of it…

I wanted to have a simple average word count of my articles. As I write them all in Obsidian, I thought about how I could have a nice overview.

Instead of creating an external spreadsheet, I added the metadata to each blog article and query them with Dataview.

And it works!

This is how it looks in Obsidian. See the aggregated words (SUM, AVG, MIN, MAX):

These are the Obsidian Dataview queries:

Retainer written:

1
2
3
4
5
6
7
8

```dataview
TABLE 
    word_count AS "Word Count",
    retainer AS "Retainer-Month",
    date AS "Date Created"
FROM "path-to-folder"
WHERE customer = "XXX" AND retainer
SORT retainer ASC

Retainer

 1
 2
 3
 4
 5
 6
 7
 8
 9
10
11
12
13
14
15
16
17

```dataview
TABLE WITHOUT ID 
    Count AS "Articles Count", 
    Total AS "Total Words", 
    round(Average) AS "Average Words", 
    3000 AS "Submitted Words",
    round(3000 - (Average - 3000)) AS "Next Month Target",
    Minimum AS "Min", 
    Maximum AS "Max"
FROM "path-to folder"
WHERE customer = "XXX" AND retainer AND word_count
GROUP BY ""
FLATTEN length(rows) as Count
FLATTEN sum(rows.word_count) as Total
FLATTEN Total / Count as Average
FLATTEN min(rows.word_count) as Minimum
FLATTEN max(rows.word_count) as Maximum

Origin: Does anyone use Obsidian to manage their business : r/ObsidianMD
References: Freelancing SSP DATA, Obsidian
Created 2024-10-24