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Custom Notion CRM for Financial Coaches.
Custom Notion CRM for Financial Coaches.
What I Did
The Problem
A busy financial coach offering 1:1s and workshops was struggling to track client progress. Data was scattered across emails and notebooks, making it hard to monitor accountability tasks and session history.
The Solution
I built a streamlined "Coaching Command Center" in Notion to centralize the entire business.
Automated Client Pages: One click creates a new profile with session logs and task lists pre-built.
Pipeline Management: Tracks leads, active clients, and corporate workshops in one view.
Smart Dashboard: Displays upcoming sessions and overdue tasks instantly.
The Result
A low-friction system that eliminates admin chaos. The coach can now manage 1:1s, couples, and group sessions from a single dashboard without getting overwhelmed
Zapier Automation
Zapier Automation
Instant Email Follow-Up Automation
What I Did:
Set up a workflow that automatically sent personalized emails right after form submission.
Result:
Boosted client response rates by 40% and saved them hours weekly.
Expense Tracker
Expense Tracker
Simple & Smart Expense Tracker
What I Did:
Created an easy-to-use tracker to monitor income & spending.
Result:
Helped client stay organized and cut unnecessary costs by 25%.
Airtable Form & Automated Email Response
Airtable Form & Automated Email Response
Airtable Form
Airtable Form
Automation
Automation
Data
Data
What I Did:
Designed an Airtable form to collect student details for a coach and set up an automated email response to confirm submissions.
Result:
Simplified data collection, ensured timely communication with students, and reduced manual follow-up for the coach.
File & Image Management
File & Image Management
File Organization
Image Upscaling.mp4Image Optimization
What I Did:
Processed 300+ images (upscaled to 4000x4000px, 300 DPI) and organized 400+ files in Google Drive.
Result:
Ensured 100% accuracy and easy collaboration for the client.
Content Calendar System – Trello Board
Content Calendar System – Trello Board
For a Fitness Studio
For a Fitness Studio
Problem:
The fitness studio had inconsistent posting across social media because there was no central place to plan or track content. Ideas were scattered across chats and notes, making execution difficult.
What I Did:
Built a visual content calendar using Trello with columns for Ideas → Drafting → Scheduled → Posted.
Added color-coded labels for content types (Workout Tips, Member Highlights, Promotions, Motivation).
Attached captions, image drafts, and posting dates directly into each card for easy collaboration.
Assigned due dates and reminders to keep posting consistent.
Result:
Improved content consistency from random posting to 3–5 times per week
Team could now see upcoming content at a glance and stay aligned
Client Management CRM (Notion Build)
Client Management CRM (Notion Build)
Built in Notion
Built in Notion
A connected client management system with automated date tracking and linked communication history.
A connected client management system with automated date tracking and linked communication history.
Communication Log
Communication Log
Detailed communication tracker linked to each client profile for easy follow-up and accountability.
Problem:
Managing client records and communication updates was messy, everything was stored in separate spreadsheets, emails, and notes. It was hard to know when a client was last contacted or when the next follow-up was due.
What I Did:
I built a Client Management CRM in Notion to bring everything together in one place.
I created two linked databases, one for client profiles and another for communication logs, and connected them using relation and rollup properties. I set it up to automatically pull the last contact date and next action for each client.
Solution:
Now, every client’s history and upcoming tasks appear in a clear, organized dashboard.
Follow-ups are easier to track, no important communication is missed, and managing multiple clients feels smooth and structured.
Email Newsletter Design
Email Newsletter Design
Email NewsLetter
Email NewsLetter
Promo Email
Promo Email
Welcome Email
Welcome Email
What I Did:
Designed and structured a professional monthly email newsletter using Canva.
The layout included product highlights, promotions, company news, customer testimonials, and clear call-to-action buttons.
Result:
Created a visually engaging and brand-aligned newsletter template that can increase subscriber engagement, drive product sales, and strengthen brand awareness.
Calendar Management
Before
After
Efficient Calendar & Scheduling Support for Coach Richard
Efficient Calendar & Scheduling Support for Coach Richard
What I Did:
Organized and optimized the client’s Google Calendar, set up color-coded time blocks, synced meetings with Gmail, and automated reminders for client sessions.
Result:
Reduced scheduling conflicts by 85%
Increased client attendance by 90%
Saved 5+ hours weekly through better time blocking
Tools: Google Calendar, Gmail, Zoom
Client: Coach Richard (Mindset & Productivity Coach)
Email Management
Before
Before
Cluttered Email
Creating Labels
Creating Labels
In process of decluttering
Creating Filters
Creating Filters
To help client stay organized
After
After
Decluttered Email
Email Inbox Cleanup & Smart Filter System
Email Inbox Cleanup & Smart Filter System
Problem:
Client’s inbox had hundreds of unread emails daily, mixing client messages with spam and newsletters.
What I Did:
Created custom Gmail filters to auto-sort by category (Clients, Payments, Newsletters, Tasks).
Deleted outdated & irrelevant emails (with approval).
Set up labels and folders.
Highlighted VIP senders so important emails always appeared first.
Result:
Reduced unread emails from 500+ to under 20 per day
Client now responds within 24 hours consistently
My Canva Designs
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