Whether you are just starting out as a freelancer or you鈥檙e hoping to better establish your service-based business, creating an effective productivity system to manage client projects is key to growing and expanding without overwhelm. In this class, you鈥檒l be learning how to create your own custom Client Project Management system entirely on Notion, so you can streamline your processes, amp up your productivity, and deliver the best client experience. I'm giving you the tested blueprint that I've used in the last 3 years to manage and grow my own service-based business - templates and everything - and you'll come out of the class relieved knowing that you finally have a system you can depend on.

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Client HQ: Streamline Client Project Management with Notion
This course is part of Learn Notion for Client and Project Management Specialization

Instructor: Skillshare
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July 2025
4 assignments
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There are 4 modules in this course
In this first module, you鈥檒l get oriented with the course structure and learn how Notion can be used to support real-world client workflows. You鈥檒l explore the course project, set up your Notion account, and create your first workspace and client database. By the end of this module, you鈥檒l have a foundational system in place to organize client information and streamline your project management.
What's included
4 videos1 reading1 assignment1 discussion prompt
This module walks you through creating two essential components of an effective client system in Notion: an internal project space for managing your team鈥檚 work, and a client-facing portal for sharing deliverables, updates, and key resources. You鈥檒l learn how to structure your workspace for clarity and communication, helping both your team and your clients stay aligned throughout a project.
What's included
3 videos1 assignment1 discussion prompt
Build a dynamic system that connects all the moving parts of your client projects. In this module, you'll learn how to link databases in Notion to manage tasks, timelines, and project phases more efficiently. You鈥檒l also create visual timelines to track deadlines and deliverables, enabling a clearer overview of each project's progress.
What's included
2 videos1 assignment1 discussion prompt
In the final module, you鈥檒l bring everything together by reflecting on your current client management process and identifying ways to optimize it using Notion. You鈥檒l implement a complete, customized workflow鈥攆rom onboarding new clients with a welcome video to managing tasks and communication. By the end, you鈥檒l have a fully functional system to support your creative business and improve the client experience.
What's included
3 videos1 reading1 assignment1 peer review1 discussion prompt
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Frequently asked questions
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
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