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Client HQ: Streamline Client Project Management with Notion · LearnSpace
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Client HQ: Streamline Client Project Management with Notion

Курс от Skillshare
Уровень не указан≈ 5.3 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

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. What will we explore? - Learn the basics of navigating Notion to boost your everyday productivity - Design your custom Client Database, so you can access all your past, current and potential clients at a glance - Create a dedicated Internal Project Space, so you’ll never waste time searching for your notes again - Build a collaborative Client Portal that brings your client experience to the next level - Get a peek behind the scenes of my tested Client Management Workflow for my business This Class is Perfect for you if… - You just started a service-based business and you’re confused about what tools to use to organize your client projects. - You’re booking more clients now and it’s getting hard to juggle everything. You had “organize & streamline my business process” on your to-do list forever, and you know it’s finally time. - You’ve been hearing everyone talk about how amazing Notion is, but when you finally open the app you have no idea where to start - You’re ready to grow your business by charging more and reducing admin work. You know you need a system to build your calm & sustainable business - Designers, copywriters, consultants, coaches, trainers, and nutritionists. If you work with clients digitally, this is a system for you No prior Notion Experience is needed! Instructor bio: Cheryl Chan is the founder of Made on Sundays, a design studio dedicated to helping entrepreneurs tell intentional brand stories with clarity and confidence. Through brand and website design, YouTube education, and other resources, she inspires mindful and creative living. Originally from Vancouver, Cheryl moved to Amsterdam to pursue her dream of running a creative studio. When she’s not designing, she enjoys exploring Europe, savoring Korean food and matcha lattes, and spending time with her young son.

Навыки, которые вы освоите

Workflow ManagementProcess Improvement and OptimizationDatabasesCollaborative SoftwareTimelinesProject Management SoftwareDatabase DesignProject ManagementClient SupportProductivity SoftwareDatabase SoftwareRelational DatabasesProject DocumentationClient ServicesProcess ManagementDatabase ManagementProject SchedulesMilestones (Project Management)

Программа курса

4 модулей · 23 учебных материалов

01Get Started with Notion for Client Work7 материалов

Introduction

IntroductionВидео

Class Project

Class ProjectВидеоNew Discussion PromptОбсуждениеClass ResourcesЧтение

Учитесь у экспертов

Skillshare

Преподаватель курса

Client HQ: Streamline Client Project Management with Notion
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Обучение откроется на Coursera
в новой вкладке

Обучение на Coursera

≈ 5.3 ч

4 модулей

Язык: Английский

Субтитры: Казахский

Часть программы вашего университета

Get Set up with Notion

Get Set up with NotionВидео

Create a Client Database

Create a Client DatabaseВидеоModule 1 QuizЗадание
02Design Your Internal & Client Spaces5 материалов

Create an Internal Project Space

Create an Internal Project SpaceВидеоNew Discussion PromptОбсуждение

Create a Client Portal: Project Resources

Create a Client Portal: Project ResourcesВидео

Create a Client Portal: Project Phases

Create a Client Portal: Project PhasesВидеоModule 2 QuizЗадание
03Manage Timelines & Database Relationships4 материалов

Create a Client Portal: Project Timelines

Create a Client Portal: Project TimelinesВидеоNew Discussion PromptОбсуждение

Linking Databases Together

Linking Databases TogetherВидеоModule 3 QuizЗадание
04Streamline Your Workflow & Communications7 материалов

My Client Management Workflow

My Client Management WorkflowВидео

Film a Welcome Video

Film a Welcome VideoВидеоNew Discussion PromptОбсуждение

Final Thoughts

Final ThoughtsВидеоModule 4 QuizЗаданиеProject InstructionsЧтениеNew Peer ReviewВзаимная проверка