I will build your Notion Client OS — Agency / Coaching Operation by SHLOK SharmaI will build your Notion Client OS — Agency / Coaching Operation by SHLOK Sharma
I will build your Notion Client OS — Agency / Coaching OperationSHLOK Sharma
Cover image for I will build your Notion Client OS — Agency / Coaching Operation
Stop managing clients in Sheets + Slack + WhatsApp.
I build a relational Notion Client OS for agencies (3-12 people) & coaches who lose 5-8 hrs/week on operations.
WHAT YOU GET: ✓ CRM (Lead → Active → Completed) with auto MRR ✓ Projects — Gantt timeline, linked to clients ✓ Tasks — Kanban (To Do → Doing → Done) ✓ Invoices — auto rollup to client & revenue dashboard ✓ Client Portal — clients see ONLY their projects (shared view) ✓ Content Calendar + SOP Wiki ✓ Automation: New lead → Auto-create in Notion → Slack notify (via Make.com)
DELIVERABLE:
Public Notion link (duplicate to your workspace)
30-min team training (Loom + live call)
14-day post-launch support
TIMELINE: 14 days | STACK: Notion + Make + Loom
For teams doing $10k-$50k/mo stuck on Sheets. Want a free 60-sec audit? I’ll map your current Sheets to a Notion preview — free.
Message me with: "AUDIT + your Sheets screenshot"
Contact for pricing
Duration2 weeks
Tags
Notion
NotionAI
Automations
Project Manager
Service provided by
SHLOK Sharma Indore, India
I will build your Notion Client OS — Agency / Coaching OperationSHLOK Sharma
Contact for pricing
Duration2 weeks
Tags
Notion
NotionAI
Automations
Project Manager
Cover image for I will build your Notion Client OS — Agency / Coaching Operation
Stop managing clients in Sheets + Slack + WhatsApp.
I build a relational Notion Client OS for agencies (3-12 people) & coaches who lose 5-8 hrs/week on operations.
WHAT YOU GET: ✓ CRM (Lead → Active → Completed) with auto MRR ✓ Projects — Gantt timeline, linked to clients ✓ Tasks — Kanban (To Do → Doing → Done) ✓ Invoices — auto rollup to client & revenue dashboard ✓ Client Portal — clients see ONLY their projects (shared view) ✓ Content Calendar + SOP Wiki ✓ Automation: New lead → Auto-create in Notion → Slack notify (via Make.com)
DELIVERABLE:
Public Notion link (duplicate to your workspace)
30-min team training (Loom + live call)
14-day post-launch support
TIMELINE: 14 days | STACK: Notion + Make + Loom
For teams doing $10k-$50k/mo stuck on Sheets. Want a free 60-sec audit? I’ll map your current Sheets to a Notion preview — free.
Message me with: "AUDIT + your Sheets screenshot"
Contact for pricing