You will get a Custom Notion CRM for Coaches and Consultants
Project details
Most coaches and consultants are managing clients from memory, chasing follow ups from spreadsheets, and losing leads because nothing connects. The problem is not discipline. It is the absence of a Notion CRM setup built around how a coaching or consulting practice actually operates.I build custom Notion CRM systems for coaches and consultants that replace scattered tracking with one structured client management environment covering lead pipeline, active client management, session notes, payment recording, and renewal automation in one connected Notion workspace.Every Notion CRM I deliver is built around your actual workflow, not a generic template dropped into your account. The result is a Notion client management system your practice runs from daily because it was designed for how you actually work.What makes this different from every other Notion CRM setup on Upwork is the combination of specialist coaching industry knowledge, clean database architecture, and Notion native automation that eliminates manual follow up without requiring external tools. Every build includes full documentation and a live walkthrough so you use your Notion CRM confidently from day one.
Purpose
BusinessIndustry
Business Services & Consulting, Education, Financial Services, Legal, Lifestyle, Marketing & Advertising, Nonprofit, Real Estate, Religion & Spirituality, Software, WellnessLanguage
EnglishWhat's included
| Service Tiers |
Starter
$75
|
Standard
$200
|
Advanced
$450
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 14 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 5 | 12 | 25 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | |||
Formatting & Clean Up | |||
Project Management Support | - | ||
Travel Planning | - | - | - |
Optional add-ons
You can add these on the next page.
Notion CRM walkthrough session
+$50
Notion client portal
(+ 3 Days)
+$150
Additional Database Build
(+ 2 Days)
+$75Frequently asked questions
6 reviews
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Sunday D.
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Project manager
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Justin O.
Apr 9, 2025
Notion Optimization
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Misbahudeen A.
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Notion Expert Needed – Build an Event Planning Tracker
Working with Juliet was an absolute pleasure. She delivered exceptional work ahead of schedule, maintained clear and consistent communication, and demonstrated outstanding expertise in her field. Her keen attention to detail and professionalism made the entire process seamless and enjoyable. I highly recommend her and look forward to working together again in the future!
About Juliet
Notion Consultant | CRM, Client Portals & Workflow Automation
100%
Job Success
Abuja, Nigeria - 9:00 am local time
If you're looking for a Notion Consultant, Notion Expert, or Notion CRM Specialist who understands business operations as well as Notion, you're in the right place.
Notion is more than a note-taking app. When designed strategically, it becomes the central hub of your business. I create custom workspaces that bring together your clients, projects, sales pipeline, documentation, and daily operations into one organized system that's easy to manage and built to grow with your business.
Many business owners rely on spreadsheets, emails, multiple apps, and manual processes to manage their operations. This often leads to missed follow-ups, scattered information, slow onboarding, and inefficient workflows.
The problem isn't your business.
The problem is your system.
I design Notion workspaces that replace disconnected tools with one centralized solution, giving you complete visibility over your business while reducing repetitive tasks and improving productivity.
Services I Offer
• Custom Notion Workspace Setup
• Notion CRM Development
• Client Portal Development
• Lead Tracking Systems
• Sales Pipeline Management
• Client Onboarding Systems
• Project & Task Management
• Business Operating Systems (Business OS)
• Team Collaboration Workspaces
• Knowledge Base & SOP Libraries
• Dashboard Design
• Database Architecture
• Relations & Rollups
• Advanced Notion Formulas
• Workflow Optimization
• Business Process Automation
• Notion AI Implementation
• Automation with Zapier
• Workspace Audits & Optimization
Industries I Work With
• Business Coaches
• Executive Coaches
• Health & Wellness Professionals
• Consultants
• Marketing Agencies
• Creative Agencies
• Real Estate Professionals
• Property Management Companies
• Service-Based Businesses
• SaaS Companies
• Startups
• Online Educators
• Freelancers
What I Can Build
✔ Client CRM
✔ Sales CRM
✔ Lead Tracker
✔ Client Portal
✔ Customer Dashboard
✔ Sales Pipeline
✔ Client Onboarding Hub
✔ Project Management Workspace
✔ Business Operating System
✔ Knowledge Base
✔ SOP Library
✔ Team Workspace
✔ Executive Dashboard
✔ KPI Dashboard
✔ Content Calendar
✔ Operations Dashboard
Every project begins with understanding your business. Before building anything, I take time to learn how your business operates, identify bottlenecks, and map your workflows. This allows me to create systems that fit your processes instead of forcing your business into a generic template.
My focus is on building workspaces that are clean, scalable, and easy for you and your team to use. Every dashboard, database, relation, and automation is designed with long-term growth in mind.
Why Clients Choose Me
✓ Custom solutions tailored to your workflow
✓ Clean and scalable database architecture
✓ User-friendly dashboards that are easy to navigate
✓ Efficient automations that reduce manual work
✓ Strong communication throughout the project
✓ Reliable documentation and ongoing support
✓ Systems designed to grow with your business
Whether you need a custom CRM, a client portal, a Business OS, a project management workspace, or a complete operational system, I'll help you build a Notion workspace that simplifies your operations, improves collaboration, and gives you a single source of truth for your business.
My goal isn't just to build a Notion workspace. It's to create a system that saves you time, supports your team, improves your client experience, and helps your business operate more efficiently every day.
Steps for completing your project
After purchasing the project, send requirements so Juliet can start the project.
Delivery time starts when Juliet receives requirements from you.
Juliet works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery and Audit
I review your current client management setup, map your actual workflows, and identify exactly what your Notion CRM needs to track and automate before building anything.
CRM Architecture Design
I design your complete Notion CRM structure including database layout, pipeline stages, linked views, and automation logic before touching a single page in your workspace.