You will get Notion CRM, Client Portal and AI Agent System
Project details
Most coaches and consultants are managing clients manually across disconnected tools while their clients have no professional space to access their program between sessions. A Notion CRM setup solves the internal management problem. A Notion client portal setup solves the external client experience problem. Notion native AI agents solve the manual repetition problem that consumes hours every week even after a CRM and portal are in place.
This listing delivers all three in one connected system built specifically for coaching and consulting practices.
I am a Notion CRM and client portal specialist who builds AI-powered coaching systems where Notion native agents automatically draft follow up communications when leads go inactive, summarize session notes into structured action items linked to client records, enrich client profiles when new information is added, and update pipeline stages when client actions trigger defined conditions.
The result is a Notion CRM development project that does not just organize your client relationships. It actively manages them through intelligence built natively into the same workspace you already use daily. Every build includes full documentation
This listing delivers all three in one connected system built specifically for coaching and consulting practices.
I am a Notion CRM and client portal specialist who builds AI-powered coaching systems where Notion native agents automatically draft follow up communications when leads go inactive, summarize session notes into structured action items linked to client records, enrich client profiles when new information is added, and update pipeline stages when client actions trigger defined conditions.
The result is a Notion CRM development project that does not just organize your client relationships. It actively manages them through intelligence built natively into the same workspace you already use daily. Every build includes full documentation
Industry
Architecture & Interior Design, Education, Health & Medical, Software, WellnessWhat's included
| Service Tiers |
Starter
$100
|
Standard
$250
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 6 days | 12 days | 20 days |
Live Consultation (Minutes) | 1 | 1 | 1 |
Optional add-ons
You can add these on the next page.
Additional 10 Minutes of Consultation
+$30
Additional AI Agent Setup
(+ 3 Days)
+$50
Zapier or Make Integration
(+ 4 Days)
+$150
60 Day Post Delivery Support
+$150
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About Juliet
Notion Consultant | CRM, Client Portals & Workflow Automation
100%
Job Success
Abuja, Nigeria - 7:38 pm 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 Workflow Mapping
I review your current operations, map your complete client journey from lead to alumni, and identify exactly what your Notion CRM, client portal, and AI agents need to track, display, and automate before building anything.
System Architecture Design
I design your complete Notion CRM database structure, client portal information architecture, and AI agent workflow logic including all database relations, pipeline stages, portal pages, and automation triggers before touching your workspace.