You will get a Full Notion CRM and Client Management System
Project details
Your business deserves more than scattered spreadsheets and endless tabs.
Hi there!, I am Notion expert and project manager who helps entrepreneurs, startups, coaches, agencies, and growing teams build organized systems that save time and increase productivity.
I've helped businesses create powerful Notion workspaces that simplify operations, automate repetitive tasks, and keep everything in one place.
Who Can Benefit?
Entrepreneurs & Business Owners
Coaches & Consultants
Agencies & Startups
Service Providers
Content Creators
Teams & Remote Businesses
Productivity Enthusiasts
Hi there!, I am Notion expert and project manager who helps entrepreneurs, startups, coaches, agencies, and growing teams build organized systems that save time and increase productivity.
I've helped businesses create powerful Notion workspaces that simplify operations, automate repetitive tasks, and keep everything in one place.
Who Can Benefit?
Entrepreneurs & Business Owners
Coaches & Consultants
Agencies & Startups
Service Providers
Content Creators
Teams & Remote Businesses
Productivity Enthusiasts
Target Country
Worldwide, United States, United KingdomWhat's included
| Service Tiers |
Starter
$30
|
Standard
$50
|
Advanced
$100
|
|---|---|---|---|
| Delivery Time | 1 day | 4 days | 3 days |
Number of Projects | 1 | 2 | 1 |
General Project Consulting | |||
Define Project Goals | |||
Define Deliverables & KPIs | |||
Establish Schedule & Milestones | - | ||
Risk Management | - | - | - |
Resource Management | - | - | |
Budget Management | - | - | - |
Project Reports | - | - | - |
Project Diagrams Provided | - | - | - |
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About Juliet
Notion Consultant | Notion AI Automated CRM, & Lead tracker
100%
Job Success
Abuja, Nigeria - 7:57 am local time
You are managing clients from memory, chasing follow ups from a spreadsheet, and giving your clients no professional space to access their program, track their progress, or stay engaged between sessions. You do not have a tools problem. You have a Notion CRM and client portal problem.
I build Notion CRM systems and Notion client portals for coaches, consultants, and service businesses that replace scattered tools with one structured client management environment your entire practice runs from.
I am a Notion CRM and Client Portal Specialist. Every Notion CRM setup I deliver covers the complete client lifecycle from lead capture through pipeline tracking, active client management, session notes, payment recording, and renewal automation. Every Notion client portal I build gives your clients a branded, professional space to access their program materials, track their deliverables, and stay connected to your work together without emailing you for every update.
What I Build
Notion CRM setup covering lead pipeline, client stages, and automated follow up workflows. Notion CRM development including client databases, session tracking, payment records, and communication logs. Notion CRM automation eliminating manual follow up through native Notion workflows. Notion pipeline systems showing every prospect by stage, deal value, and next action. Notion CRM for coaches tracking clients, sessions, renewals, and revenue in one environment. Notion client portal setup giving every client a dedicated branded space linked directly to your internal CRM. Notion client portal design covering program materials, deliverable tracking, session notes, and resource libraries. Notion portal automation updating client facing content automatically when internal records change. Build Notion CRM and client portal systems for agencies, consultants, and service businesses replacing disconnected tool stacks with one connected operational environment.
Who I Work With
Coaches who need a Notion CRM for coaches that tracks clients not just contacts and a Notion portal for coaches that gives every client a professional program experience. Consultants whose client list has grown past what a spreadsheet can manage. Service businesses where manual client management is costing revenue and client experience every week.
How It Works
You share your current setup and how you manage clients today. I design your Notion CRM architecture and client portal structure around your actual workflow. I build and test the complete system with both sides connected. I hand it over with a walkthrough so your team uses it from day one and your clients log into their portal from day one.
Tools Used
Notion, Notion native automation.
If you are ready to move your client management into a Notion CRM and give your clients a portal that reflects the quality of your work, send me a message. Tell me how you currently track clients and I will tell you exactly what your Notion CRM setup and client portal should look like.
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.
Send requirements for this project.