Overview

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.

Syllabus

Get Started with Notion for Client Work

In this first module, you’ll get oriented with the course structure and learn how Notion can be used to support real-world client workflows. You’ll explore the course project, set up your Notion account, and create your first workspace and client database. By the end of this module, you’ll have a foundational system in place to organize client information and streamline your project management.

Design Your Internal & Client Spaces

This module walks you through creating two essential components of an effective client system in Notion: an internal project space for managing your team’s work, and a client-facing portal for sharing deliverables, updates, and key resources. You’ll learn how to structure your workspace for clarity and communication, helping both your team and your clients stay aligned throughout a project.

Manage Timelines & Database Relationships

Build a dynamic system that connects all the moving parts of your client projects. In this module, you'll learn how to link databases in Notion to manage tasks, timelines, and project phases more efficiently. You’ll also create visual timelines to track deadlines and deliverables, enabling a clearer overview of each project's progress.

Streamline Your Workflow & Communications

In the final module, you’ll bring everything together by reflecting on your current client management process and identifying ways to optimize it using Notion. You’ll implement a complete, customized workflow—from onboarding new clients with a welcome video to managing tasks and communication. By the end, you’ll have a fully functional system to support your creative business and improve the client experience.