You will get Notion Business Finance and Revenue Tracker
Project details
Most small business owners and freelancers do not have a clear picture of their finances because the information lives in too many places. I build simple but powerful business finance trackers inside Notion that give you a monthly view of income, expenses, invoices, and cash flow in one place. You do not need accounting software for this. You need clarity. This service covers database design, dashboard design, business process automation, workflow management, systems architecture, business OS development, and digital project management inside Notion.
Target Country
Worldwide, United Kingdom, FranceWhat's included
| Service Tiers |
Starter
$85
|
Standard
$200
|
Advanced
$380
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Projects | 1 | 3 | 4 |
General Project Consulting | |||
Define Project Goals | |||
Define Deliverables & KPIs | - | ||
Establish Schedule & Milestones | - | ||
Risk Management | - | - | |
Resource Management | - | ||
Budget Management | - | - | |
Project Reports | - | ||
Project Diagrams Provided | - | - |
Optional add-ons
You can add these on the next page.
• Migration of existing income and expense data from spreadsheets
(+ 2 Days)
+$60
• Automated monthly summary report delivered by email via Zapier
(+ 2 Days)
+$55Frequently asked questions
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Nathaniel I.
May 20, 2026
Build a Simple, Powerful CRM System in Notion (Leads, Pipeline, Follow-ups)
Kingsley did an excellent job communicating the CRM vision and workflow requirements clearly from the start. The project was organized, collaborative, and enjoyable to work on. Highly recommended.
SD
Sunday D.
May 20, 2026
Notion Expert Needed for Workspace Setup, Database Design & Operations Dashboard
The workspace improvements turned out great, and I’d be happy to continue supporting future Notion optimization and operations work.
About Kingsley
Notion Expert | Client Portals & Onboarding Systems for Agencies
100%
Job Success
Owerri, Nigeria - 5:17 am local time
I'm Kingsley Opara, a Notion Expert specializing in client portals and onboarding systems for agencies. I build the systems that close that gap for marketing agencies, creative studios, coaches, and consultants: branded client portals your clients actually check, and onboarding flows that take a new client from "signed" to "fully set up" without a single confusing form or forgotten follow-up.
I also work with solo founders and small teams who need their personal and business life organized in one simple, scalable Notion system not just agencies running client-facing operations.
For a cannabis branding agency, clients had zero visibility into where their project stood. No dashboard, no update, just guesswork that was quietly costing them renewals. I built a client portal template that duplicates for every new client in minutes, giving each one a live view of their project the moment they're onboarded. For a digital marketing agency managing over a dozen active clients across ads, SEO and content, I designed a portal so standardized that every account manager could hand it to a new client without writing a single status update email again.
WHAT I BUILD
🟪 Client Portals: a branded space clients use instead of chasing you through email, built with Client Management and Information Architecture at the center so nothing feels scattered
🟪 Onboarding Flows: new client to active project, automated end to end with Customer Onboarding and Automated Workflow, so nothing falls through in the first two critical weeks
🟪 CRM Development and CRM Automation: leads and deals tracked through a full pipeline, so the handoff from sold to onboarded is seamless instead of a scramble
🟪 Operations hubs built around Operations Management Software: the backend that keeps your team's side of the portal running without manual updates
🟪 SOP libraries with Process Improvement built in: documentation so your team can run the system without needing me in the room, and Database Design that scales as you add clients instead of breaking at client number twenty
🟪 Personal & Business Life Systems: a "second brain" setup in Notion for solo founders and small teams. Tasks, projects, calendar, and follow-ups organized into one simple, scalable system that's easy to maintain on your own.
HOW I WORK
I don't drop a portal template on top of your business and call it done. Every build starts with real Business Analysis, mapping how clients actually move through your process today, where they get confused, where your team quietly loses time. Once that's clear, I design the Information Architecture and connect Notion to Make, Zapier or the Notion API for full API Integration, so status updates and onboarding steps trigger without anyone lifting a finger.
This is also where Digital Project Management and Marketing Automation come in. If your intake happens through a form, that form can feed straight into the client's new portal automatically. If your pipeline is currently a spreadsheet nobody trusts, Data Visualization turns it into a dashboard your team actually looks at each morning.
Underneath all of it sits Business Process Automation and straightforward Project Management. Not the enterprise kind that needs a training manual, the kind where your team opens one page and knows exactly what's next. Automation runs quietly in the background so the system keeps working even on the weeks you're too busy to think about it.
WHO THIS IS BUILT FOR
Marketing agencies, creative studios, coaches, and consultants whose clients currently email asking "where are we on this?" and whose new-client onboarding still runs through scattered forms, intro calls, and manual checklists instead of one clear, calm system.
Tools I build with:
1. Notion
2. Make
3. Zapier
4. Airtable
5. Google Workspace
6. Slack
7. Calendly
8. Notion API
Certified across the stack this work actually requires, because a system holding your client relationships deserves someone rigorously trained, not just familiar with the tools:
🟪 Notion Advanced
🟪 Notion Certified Admin
🟪 HubSpot Client Onboarding Certification
🟪 Zapier Certified Expert
🟪 Make Academy Level 3
If your clients or your team are still asking "what's happening with this?" more than they should, send me a message with what's actually breaking down right now. I'll tell you honestly whether a portal and onboarding system is the fix, or something simpler will do the job just as well.
~ Kingsley Opara
Steps for completing your project
After purchasing the project, send requirements so Kingsley can start the project.
Delivery time starts when Kingsley receives requirements from you.
Kingsley works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery call
Discovery call to understand your income sources, expense categories, and current tracking method
Design of the structure
Design the finance database structure and dashboard layout