Everything your client projects need finally in one place.
Designed for service providers who manage content for their clients, this Notion portal brings clarity, calm and a touch of magic to your workflow. It’s the exact system I use to manage my own retainer clients, so you know it’s built for real-world efficiency, not just aesthetics (although she is gorgeous too!).
Inside, you’ll find every key space you need to deliver a seamless client experience:
Content calendar with built-in messaging hub + analytics portal
Onboarding form
Invoices + receipts
Call notes
Key dates + deliverables
Resource library + offer spaces
It’s a simple, easy-access setup you can update manually - no complex automations or extra tools required.
Think of it as your digital home base: the place where ideas live, receipts don’t go missing, and no one has to play detective to find what they need. Whether you’re hiring new team members or reviewing performance, everything you need is right there - organised, intentional, and client-ready.
A sanity-saving system for service providers who want their business to feel as professional behind the scenes as it looks online.
Everything your client projects need finally in one place.
Designed for service providers who manage content for their clients, this Notion portal brings clarity, calm and a touch of magic to your workflow. It’s the exact system I use to manage my own retainer clients, so you know it’s built for real-world efficiency, not just aesthetics (although she is gorgeous too!).
Inside, you’ll find every key space you need to deliver a seamless client experience:
Content calendar with built-in messaging hub + analytics portal
Onboarding form
Invoices + receipts
Call notes
Key dates + deliverables
Resource library + offer spaces
It’s a simple, easy-access setup you can update manually - no complex automations or extra tools required.
Think of it as your digital home base: the place where ideas live, receipts don’t go missing, and no one has to play detective to find what they need. Whether you’re hiring new team members or reviewing performance, everything you need is right there - organised, intentional, and client-ready.
A sanity-saving system for service providers who want their business to feel as professional behind the scenes as it looks online.
