Use Cases

Real problems. Focused solutions. See how different teams turn their Notion workspace into a branded client portal.

Freelance Designer

Client, assets, and invoices in one clean portal-no endless email threads.

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Problems

  • Manual status updates & follow-ups
  • Scope creep is hard to visualize and discuss
  • Files & invoices scattered across tools

Solutions

  • Single client view with timeline and asset hub
  • Clear deliverables and approvals reduce rework
  • Simple invoicing overview your clients can access
ClientAssetsInvoices

Coaching

Keep clients accountable with goals, sessions, and invoices in one place.

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Problems

  • Coaching goals get lost in email and docs
  • Session notes aren’t centralized for clients
  • Invoice tracking is confusing for clients

Solutions

  • Shared client hub with progress and goals
  • Session notes and action items tracked visibly
  • Central invoice overview with status
ClientGoalsSessionsInvoices

Consultant

One place for client members, projects, tasks, deliverables, invoices, and notes.

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Problems

  • Stakeholders lack unified view of work & outcomes
  • Recommendations scattered across docs & email

Solutions

  • Central hub for insights, recommendations, decisions
  • Structured handoff with lasting reference value
ClientClient MembersClient ProjectsTasks
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