Notion operations system for agencies & freelancers — built by someone who's managed real budgets...Notion operations system for agencies & freelancers — built by someone who's managed real budgets...
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Notion operations system for agencies & freelancers — built by someone who's managed real budgets and teams, not just templates.
10+ years in corporate FP&A and operations taught me what actually keeps a business running: clear ownership, real-time visibility, and systems people don't abandon after week two.
This is a CRM + financial control dashboard I built combining both — client pipeline tracking, cash flow visibility, and project ownership in one workspace.
Love this, most local businesses do not lose clients because of no leads, they lose them because there is no follow up. A clean lead pipeline like this changes everything, once a lead is in the system it never gets forgotten. Really curious to see how you handle follow ups and reminders in this CRM.
Another project from our two-person studio, this time a website concept for a personal growth mentor.
A different feel from the fitness project: editorial typography, a quieter layout, and bright accents. The focus here was on making the mentoring services easy to explore, with clear information about the available formats and what to expect from a first session.
My husband and I are gradually bringing our shared work together, so I’ll be sharing more of these projects alongside my research and audit cases.
A modern, editorial-style website concept for a personal growth mentor, designed to communicate trust, clarity, and confidence while helping visitors understand mentoring services and take the next step toward personal development.