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.



Client HQ: Streamline Client Project Management with Notion
This course is part of Learn Notion for Client and Project Management Specialization

Instructor: Skillshare
Access provided by Mohammed Bin Rashid School of Government
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4 assignments
July 2025
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There are 4 modules in this course
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.
What's included
4 videos1 reading1 assignment1 discussion prompt
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.
What's included
3 videos1 assignment1 discussion prompt
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.
What's included
2 videos1 assignment1 discussion prompt
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.
What's included
3 videos1 reading1 assignment1 peer review1 discussion prompt
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