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.
What will we explore?
- Learn the basics of navigating Notion to boost your everyday productivity
- Design your custom Client Database, so you can access all your past, current and potential clients at a glance
- Create a dedicated Internal Project Space, so you鈥檒l never waste time searching for your notes again
- Build a collaborative Client Portal that brings your client experience to the next level
- Get a peek behind the scenes of my tested Client Management Workflow for my business
This Class is Perfect for you if鈥�
- You just started a service-based business and you鈥檙e confused about what tools to use to organize your client projects.
- You鈥檙e booking more clients now and it鈥檚 getting hard to juggle everything. You had 鈥渙rganize & streamline my business process鈥� on your to-do list forever, and you know it鈥檚 finally time.
- You鈥檝e been hearing everyone talk about how amazing Notion is, but when you finally open the app you have no idea where to start
- You鈥檙e ready to grow your business by charging more and reducing admin work. You know you need a system to build your calm & sustainable business
- Designers, copywriters, consultants, coaches, trainers, and nutritionists. If you work with clients digitally, this is a system for you
No prior Notion Experience is needed!
