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Client HQ: Streamline Client Project Management with Notion
Coursera
Course
Unknown

Client HQ: Streamline Client Project Management with Notion

Skillshare

Build a custom productivity system in Notion to effectively manage client projects, streamline workflows, and enhance client experiences.

Unknown4 weeksKK, English

About this Course

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 course, taught by Cheryl Chan, 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. 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! Instructor bio: Cheryl Chan is the founder of Made on Sundays, a design studio dedicated to helping entrepreneurs tell intentional brand stories with clarity and confidence. Through brand and website design, YouTube education, and other resources, she inspires mindful and creative living. Originally from Vancouver, Cheryl moved to Amsterdam to pursue her dream of running a creative studio. When she’s not designing, she enjoys exploring Europe, savoring Korean food and matcha lattes, and spending time with her young son

What You'll Learn

  • Learn basic Notion skills to boost daily productivity
  • Design custom client databases to track project status
  • Create internal project spaces for organizing notes and tasks
  • Build collaborative client portals to enhance interaction
  • Adopt a tested and sustainable client project management workflow

Prerequisites

  • Basic computer and internet skills
  • Ability to read course instructions in English and perform exercises

Instructors

S

Skillshare

Topics

Business Essentials
Business
Timelines
Customer Relationship Management (CRM) Software
Workflow Management
Project Documentation
Project Management Software
Client Services
Database Design
Collaborative Software

Course Info

PlatformCoursera
LevelUnknown
PacingUnknown
PriceFree

Skills

أساسيات الأعمال
الأعمال
الجداول الزمنية
إدارة علاقات العملاء
إدارة سير العمل
توثيق المشاريع
برمجيات إدارة المشاريع
خدمات العملاء
Database Design
Collaborative Software

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