A founder I recently worked with was running into a familiar problem:

He was using Notion.

Also WhatsApp.

Also email.

Every time something changed, he had to:

→ Share updates in multiple places.

→ Track approvals in chats and spreadsheets.

→ Re-explain the same things in new threads

He was tired of repeating himself.

And the chaos was costing him time and focus.

So, we built him a simple and clean client portal in Notion. Everything was based on his custom needs.

Inside this portal was:

One dashboard per client. One place to track it all.

Inside the individual client dashboard was:

🔹 A live project summary – what's done, what's pending, what's in motion.

🔹 A review table – where he shares updates + tracks the status of projects and tasks.

🔹 A request tracker – so clients or his team can drop in requests directly.

🔹 A library of links and files – no more digging through chats.

🔹 A section of meeting notes and decisions.

Everything in one space.

For both him and his clients.

After just a few days, he messaged me this:

“Before, I’d send an email or DM just to update a task.

Now I update the portal once and that’s it.

It’s made communication so much easier.”

And he didn’t just get a setup. He got:

✅ A live 1:1 walkthrough + live QnA.

✅ A Notion guide to help him learn the Notion essentials easily.

✅ 10-day post-support to iron out any real-world questions.

Here's the experience shared by him:

If your backend also feels scattered…

You don’t need more tools.

You just need one source of truth that fits how you already work.

Reply and tell me what’s currently messy, and I’ll help you simplify it.

Talk soon,

Sumanpreet Kaur

P.S. You didn’t build your business to send updates.

You built it to deliver.

Let’s clear the chaos so you can do more of that.

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