Client HQ: Streamline Client Project Management with Notion

Whether you are just starting out as a freelancer or you’re 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’ll 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. 

Be sure to download the Class Resource PDF in the Resources section or download it HERE.

Sign up for Notion for free now. 

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’ll 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…

• You just started a service-based business and you’re confused about what tools to use to organize your client projects.
• You’re booking more clients now and it’s getting hard to juggle everything. You had “organize & streamline my business process” on your to-do list forever, and you know it’s finally time.
• You’ve been hearing everyone talk about how amazing Notion is, but when you finally open the app you have no idea where to start
• You’re 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!

Class Links

Sign up for Notion

Notion Desktop App

Loom Screen Recorder

• Introduction Skillshare
• Class Project
• Get Set up with Notion
• Create a Client Database
• Create an Internal Project Space
• Create a Client Portal: Project Resources
• Create a Client Portal: Project Phases
• Create a Client Portal: Project Timelines
• Linking Databases Together
• My Client Management Workflow
• Film a Welcome Video
• Final Thoughts