How to Use Notion for Business: 3 Essential Systems

Your business deserves more than a pretty dashboard. Let’s make Notion the place where your leads, client projects and finances actually work together. Want a simple place to start? Grab my free leads database and make it your own → https://bit.ly/4zG5WCx In this video, I’m sharing my three non-negotiables for a Notion business hub as an ADHD founder with a simple CRM, client portals that keep everyone on the same page, and a finance hub so you know what’s coming in and going out. We’ll look at simple setups you can start with, plus ways to connect your workflows as your business grows. Think less chasing information, more having what you need in one place. Chapters 00:00 Your business in one Notion hub 00:53 Lead management and a simple CRM 03:48 Automating emails and project creation 05:32 Client onboarding and invoice tracking 07:26 How to build your client portal 08:42 Client communication and approvals 11:28 Finance hub and revenue tracking 13:06 Possibilities of connecting Stripe and expense tracking 13:39 Bringing your business hub together Want a Notion workspace built around the way you work? Let’s get your business in one place → https://bit.ly/4BcW9oX A little about me I’m Ania, founder of She Creates and a Notion consultant for founders and creative business owners. I build custom Notion workspaces, client portals and business dashboards that bring your projects, clients and workflows into one place. Pretty but functional, and built around the way you work. Subscribe for more practical ways to make Notion your own.