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Notion Setup Specialist — Client Management System Type: One-time project About the Role I run a freelance social media management and content strategy business, currently managing 6 active clients across different industries (wellness, hospitality, aesthetics, healthcare, and tech). I need a Notion expert to build me a clean, functional workspace to manage all client work in one place: content calendars, deliverables, deadlines, communication logs, and team task tracking. What I Need Built: - A central client management hub with a dashboard view across all 6 clients - Individual client workspaces/pages with: - Content calendar (post types, captions, dates, status) - Deliverable tracker (reels, carousels, ad creatives, etc.) - Task assignments for a 3-person content team - Client notes, brand guidelines, and login/asset storage - A master task board to track what’s due across all clients at once - Status tracking (e.g., In Progress, Client Review, Approved, Scheduled, Posted) - Simple, repeatable templates so I can duplicate the setup for new clients as I onboard them - Clean, minimal design — functional over flashy - I can share with clients Nice to Have: - Integration/sync suggestions with tools I already use (ClickUp, Metricool) - A short Loom walkthrough video explaining how everything works once it’s built or Gmeet walkthrough. Requirements: - Proven experience building Notion systems for agencies, freelancers, or small teams (please share examples/portfolio — bids without these will not be considered). - Strong understanding of databases, relations, rollups, and templates. - Ability to design for non-technical users — I need to be able to use and update this myself without needing to relearn Notion each time.
Project ID: 40717524
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Hi, I would build a clean Notion client management system that brings your six clients, content calendars, deliverables, deadlines, team tasks, notes, and communication into one easy-to-manage workspace. Would you like ClickUp and Metricool to remain the primary tools with Notion acting as the central hub, or should I design Notion to handle most daily workflows? I would structure the system around your actual content process so it stays simple for a three-person team and easy to share with clients. Workflow: Workspace Structure → Database Design → Relations & Rollups → Client Templates → Team Task Workflow → Dashboard & Views → Integration Review → Testing → Handover Once I review the existing setup and the complete workflow, I’ll confirm the budget and timeline accordingly. Let’s have a chat to discuss your project in detail. Best regards, Akif S
₹1,500 INR in 5 days
2.5
2.5
15 freelancers are bidding on average ₹1,883 INR for this job

Hello, I'm Vimal Kumar, and I'm excited to seize this opportunity to help you with your Notion setup. As a Full Stack Developer & AI Solutions Expert with a strong focus on Project Management and Workflow Automation, I'm confident that my skills set would be instrumental in creating an exceptional client management system tailored to your specific needs. Drawing from my 8+ years of experience and 200+ projects delivered successfully, I understand the importance of clean, functional interfaces designed for non-technical users like yourself. My ability to employ smart architecture ensures your workspace is easy for you and your team to use, with minimal need for relearning Notion each time. Additionally, given your existing tools, I can suggest integration and sync options to leverage your current systems more effectively. In summary, choosing me for this project means choosing fast and scalable digital solutions, built with a business-first approach. It means choosing clear communication channels, tidy code, secure architecture, and long-term support post-handover. Let's build something amazing together— let's get started on revolutionizing how you manage your social media work.
₹6,999 INR in 7 days
4.0
4.0

Creating an efficient Notion workspace for your diverse social media management business is essential for seamless client oversight. With a well-structured system, you'll easily manage content calendars, deliverables, and team tasks all in one place. I understand you need a central client management hub with individual workspaces for each of your six clients, including features like content calendars and status tracking. My approach will involve designing intuitive templates that allow for easy duplication and updates, ensuring a user-friendly experience for you and your team. Additionally, I’ll integrate suggestions for syncing with your current tools like ClickUp and Metricool. To ensure quality, I will conduct thorough testing of the system and provide you with a detailed walkthrough video to guide you through its functionalities. I am confident that my expertise in building Notion systems will meet your needs effectively. Please feel free to reach out so we can connect and further explore how I can contribute to your project's success. Kind regards, Ethan
₹600 INR in 8 days
0.8
0.8

I’m a Full-Stack Developer, Designer, and Digital Automation specialist with 10+ years of experience building organized, scalable systems for agencies, businesses, and small teams. I can design and build your Notion workspace using databases, relations, rollups, templates, linked views, and automation to create an efficient client-management system that is easy to maintain and update. I’ll focus on both functionality and usability, creating a clean, simple workspace with clear workflows rather than an unnecessarily complicated setup. I can also integrate or synchronize relevant workflows with tools such as ClickUp and Metricool where appropriate. You’ll receive a well-structured, user-friendly Notion system tailored to your actual workflow, with clear organization and documentation so your team can confidently manage and expand it over time.
₹1,050 INR in 2 days
1.0
1.0

Hello Sir, I have already worked on many **cryptocurrency trading systems, automated trading platforms, and exchange API integration projects**. I can also show you demos of my previous work. I am a full-time freelancer with **17+ years of experience** in software development, trading automation, and financial API integrations. My relevant experience includes: * Cryptocurrency trading platforms * Binance and Bybit API integration * MT4 and MT5 trading automation * C#-based copy trading software * Arbitrage trading systems (Binance ↔ Bybit) * Automated order execution (Buy/Sell/Square Off) * Portfolio and position management * Margin and risk management features * Real-time market data integration * Trading bots and strategy automation I have already developed a **C#-based Copy Trading Software** where trades from a master account are automatically copied to multiple child accounts. I have also built **arbitrage trading systems** between Binance and Bybit using their official APIs. In addition, I have developed trading platforms using **Zerodha Kite API, Alice Blue API, Angel One API, and Profitmart API**, including features such as order placement, position management, square-off, margin calculation, and automated trading execution. I have also implemented strategy automation using **AmiBroker CSV integration**. I can start working immediately and deliver a secure, scalable, and reliable trading solution based on your requirements. Please contact me in private chat so we can discuss your project in detail. I will be happy to show you **live demos and examples of my previous trading projects**. Looking forward to working with you. Thanks & Regards, Sanjay
₹1,500 INR in 5 days
1.1
1.1

Hi, I’d be happy to build this Notion workspace for you. I can create a clean central dashboard, individual client pages, content calendars, deliverable/task tracking, and an organized system for notes and assets. I’ll keep it simple, practical, and easy for your 3-person team to use. I’m also happy to make revisions based on your feedback. Thanks! Prince
₹600 INR in 3 days
0.0
0.0

Hi, New to Freelancer.com, but 6+ years building production systems as a founding engineer — I also have genuine hands-on experience building Notion systems for agencies/freelancer teams, happy to share examples. Pricing intro-competitively to build my track record here. One thing worth flagging: the trickiest part of a multi-client Notion setup like yours isn't the individual client pages — it's making the master task board and dashboard actually roll up cleanly from each client's linked databases without you manually updating status in two places. I'll build this using proper relations + rollups from the start, so updating a task once reflects everywhere automatically. My approach: • Dashboard: Central hub view across all 6 clients, pulling live status via rollups. • Client workspace template: Content calendar, deliverable tracker, task assignments, notes/brand guidelines/asset storage — built once as a duplicable template for easy onboarding of new clients. • Master task board: Cross-client view of what's due, using relations to stay in sync automatically. • Non-technical usability: Clear labels, simple views, no complex formulas you'd need to relearn. Extras: Happy to suggest ClickUp/Metricool integration points, plus a Loom walkthrough once built. Timeline: 4-5 days. Ready to share examples and start immediately.
₹2,200 INR in 5 days
0.0
0.0

A social media workspace becomes difficult to manage when every client has different deadlines, deliverables and approval stages, but the information lives in separate places. With six active clients and a three-person content team, the real value of Notion would be creating one clear system that shows what is happening, what needs attention and what is ready to publish. We should structure the workspace around a central client dashboard, connected client pages, content calendars, deliverable tracking and a master task board. Relations and rollups can bring key information into one view, while reusable templates make onboarding a new client much easier. Brand guidelines, notes and assets should remain organized without making the workspace feel overloaded. The setup would prioritize practical daily use over decoration, with clear statuses such as In Progress, Client Review, Approved, Scheduled and Posted. Let us also consider how ClickUp and Metricool could fit into the workflow and provide a straightforward walkthrough so the system remains easy to update independently. Please share your current Notion workspace, if one exists, and explain how your team currently tracks content and deadlines.
₹1,500 INR in 6 days
0.0
0.0

Hi, I went through your requirements, and I see this as more than just a Notion setup. You need a simple operating system for your content business that gives you visibility across clients, keeps your team aligned, and eliminates repetitive coordination. I have experience with workflow design, databases, client management, task systems, and business automation, and I’d build your workspace around a clear structure: Central Dashboard → All clients, deadlines, approvals, deliverables & team workload. Client Workspaces → Content calendar, deliverables, tasks, brand guidelines, assets, notes & communication. Connected Databases → Client → Campaign → Content → Deliverable → Task → Team Member Master Task Board → Due today, overdue, client review, by client & by team member. Content Pipeline → Idea → In Progress → Review → Client Approval → Approved → Scheduled → Posted The system will be template-driven and scalable, so onboarding Client #7 won't require rebuilding everything. I'll also review your ClickUp + Metricool workflow and identify opportunities to streamline or automate repetitive work. My focus is simple: build something your team actually uses, not just something that looks good. Happy to discuss your current workflow on GMeet and turn it into a clean, scalable Notion system. You bring the workflow. I'll build the system.
₹1,100 INR in 5 days
0.0
0.0

We’ve recently helped clients turn complex workflows into organised management systems that keep projects, tasks, and information easy to track from one place. I’ll help build a clean Notion workspace for managing your six clients and three-person content team without making the system unnecessarily complicated. I understand you need client dashboards, content calendars, deliverables, task assignments, status tracking, communication logs, brand assets, master task views, and reusable onboarding templates. I offer Notion workspace design, databases, relations, rollups, templates, workflow automation, and project management expertise. Feel free to message me for a quick chat about your current workflow and ideal dashboard structure. Regards, Andrikos.
₹600 INR in 3 days
0.0
0.0

Hi, I can build a clean, practical Notion workspace that brings your 6 clients, content calendars, deliverables and team tasks into one easy-to-manage system. I can set up: • Central dashboard with an overview of all clients and pending work • Individual client workspaces with content calendars and deliverable tracking • Master task board for your 3-person content team • Relations and rollups connecting clients, content, tasks and deadlines • Custom statuses from In Progress → Client Review → Approved → Scheduled → Posted • Reusable client templates for quickly onboarding new clients • Dedicated areas for brand guidelines, notes and assets • Client-friendly pages that can be shared externally • Workflow suggestions for ClickUp and Metricool integration/sync • Simple documentation and a walkthrough so you can manage the system independently With 4+ years of experience across digital marketing, content workflows and project management, I understand the practical needs of managing multiple social media clients simultaneously. I’ll keep the workspace minimal, organized and functional rather than overcomplicating it with unnecessary databases or features. I can start immediately and would be happy to discuss your current workflow before building the system. Ajay Parihar 4+ Years of Experience SEO | GEO | AEO | Google Ads | Meta Ads
₹5,000 INR in 7 days
0.0
0.0

Hi! Your project is a strong match for the type of Notion systems I build. I can create a clean client management hub for your 6 active clients, with individual client pages, content calendars, deliverable tracking, team tasks, deadlines, communication notes, and a master dashboard showing what is due across all clients. I’ve already built complete Notion business systems using connected databases, filtered views, dashboards, reusable templates, and structured workflows. I’ll also make the setup easy to duplicate when you onboard a new client, with a clean and minimal design focused on daily usability. I can deliver the complete workspace within 5 days and refine it based on your feedback.
₹2,000 INR in 5 days
0.0
0.0

Hello! I saw you manage 6 active clients and need a clean Notion system. I am a Social Media Manager + Notion Specialist from Bangladesh. I can build you a complete, functional workspace. What I will build for you: ✓ Client Dashboard - All 6 clients in one place (wellness, hospitality, tech etc) ✓ Content Calendar - Monthly view, status, approval system ✓ Asset Library - All designs, videos, captions organized ✓ Task & Project Tracker - Deadlines, assigned, progress ✓ Strategy Hub - Content pillars, hashtags, reporting Clean design, easy to use, 100% customizable. I will also record a Loom video to explain how to use it. I can deliver first draft in 24 hours. Let's build your agency system! Best regards Rubel Khandokar
₹1,050 INR in 3 days
0.0
0.0

Hello, I am interested in this project. I can complete the work carefully and on time. I am hardworking, responsible, and ready to follow your instructions. I will maintain accuracy and provide quality work within the required deadline. Thank you for considering my proposal.
₹1,050 INR in 7 days
0.0
0.0

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