Hey friend,

I recently helped a creative entrepreneur solve a frustrating mess:

They were sharing project updates through WhatsApp, Notion, and email.

It was hard to keep track of what was shared and what was pending.
And multiple channels of communication were a waste of time.
It created bottlenecks. Confusion. And wasted hours.

Sound familiar?

If your project updates are also scattered across different places,

You’re not alone. You just need one space where everything stays visible and organized.

Here’s how to build that in Notion

How to Set Up a Clean Client Project System in Notion

Step 1:

Create a new Notion page → name it Client Projects.

Step 2:

Insert a Table database inside this page.

Step 3:

Click on the template page inside the table - this is where you’ll build your reusable dashboard.

Every time you click “New Page” in this table, the full client/project dashboard will load automatically.

What to Include in the Template Page:

Overall Project Status Overview→ Table with What’s Done, What’s Pending, and Progress.
Client Review Table→ Update links, collect client feedback, and track approval status.
Requests Table→ Capture requests from the client or your team.
Files & Resources→ Store all media, links, and assets filtered for team/client.
Meeting Notes→ Track discussions, decisions, and updates in one timeline.

What You’ll Experience:

All updates and files in one place
Clients always know where each task or deliverable stands
No more resending links or chasing feedback
Everything stays structured and visible

This is what calm project delivery looks like.

Want this kind of setup customized for your workflow?

Reply with “Project Portal.” I’ll help you set it up.

Talk soon,

Sumanpreet

Tired of asking “What’s the update on this?” Tomorrow, I’ll show you how to organize team tasks in Notion and track with full visibility, so you always know what’s moving without constant check-ins.

P.S. I’m opening up the Founding Client Offer right now, which is all about the custom Notion systems and automation to eliminate your manual, repetitive activities.

All extensive offers come with a 50% discount for only 3 people.

Why?

Because I want to overdeliver, collect wins, and show the real impact of these systems.

Once those 3 case studies are in, prices go up.

If you want to be one of them and scale without losing your peace of mind, reply to me “scale”.

Let’s build your powerful (and peaceful) systems that work around your existing workflows.

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