Holy hell, you've just saved me a ridiculous amount of time. This is a genius way of managing the clients, and I love the introduction of Notion's AI tools to utilise it appropriately. Brilliant content, just subbed!
🍎 Thank you for this run-through! Love that it's so simple, yet effective. I am starting out, and don't need a monster of a CRM, so I thought I'd create something simple in Notion, to get started, and this is perfect! Thank you!
Recently came across your videos and im loving them! 🤭 Super informative and easy to follow along. I was wondering If i have a client portal template and a business hub/ dashboard template, is it possible to combine two different temples together if they are made independently? If so can you do a tutorial 🙏🏾😩
Hi Leah, thank you so much! :) The quick answer is yes. I'm working on an updated version of my Client Management Dashboard that will incorporate a coaching client portal into it. I'll be sharing updates on my email list and will definitely share videos when it's complete.
I received the Notion Starter Kit and I love your templates but this one I am not able to open. The button in the access template box to the right of the video instructions is missing.
Hi! I am interested in this product to use for my Life Insurance Business . (Currently have 50 clients. We provide service to clients for years- change beneficiary, service for claims, change contact details etc) Regarding the client portal, how will it be set up for my 50 and growing number of clients? Thank you.
Hey Jette :) Great question. Would you mind emailing me chloe@chloeforbesk.com with your specific needs? It's a little easier than UA-cam and I'll be able to provide the most accurate solution for combining the two templates.
OMG! I did not have any idea on how to start on Notion. Thank you for showing the possibilities with using Notion.
Thank YOU! I’m so happy any day I can help :)
Holy hell, you've just saved me a ridiculous amount of time. This is a genius way of managing the clients, and I love the introduction of Notion's AI tools to utilise it appropriately. Brilliant content, just subbed!
Thank you SO much! :)
super useful and well explained- thank you!
🍎 Thank you for this run-through! Love that it's so simple, yet effective. I am starting out, and don't need a monster of a CRM, so I thought I'd create something simple in Notion, to get started, and this is perfect! Thank you!
The 🍎made my day! I'm do glad it was helpful :)
Thank you! 🍎
You're the best! :)
Really helpful and clear - thank you!!
Amazing job with the video, great! Thank you!
Really good video
Thanks you so much again! You have make my coaching business a lot more easier
I'm so glad. :)
lovely explanation. Thank you. Already applied
Love to hear it! :)
Recently came across your videos and im loving them! 🤭 Super informative and easy to follow along. I was wondering If i have a client portal template and a business hub/ dashboard template, is it possible to combine two different temples together if they are made independently? If so can you do a tutorial 🙏🏾😩
Hi Leah, thank you so much! :) The quick answer is yes. I'm working on an updated version of my Client Management Dashboard that will incorporate a coaching client portal into it. I'll be sharing updates on my email list and will definitely share videos when it's complete.
@@chloeforbesk can’t wait, thanks! ☺️
I received the Notion Starter Kit and I love your templates but this one I am not able to open. The button in the access template box to the right of the video instructions is missing.
Hi! I am interested in this product to use for my Life Insurance Business . (Currently have 50 clients. We provide service to clients for years- change beneficiary, service for claims, change contact details etc) Regarding the client portal, how will it be set up for my 50 and growing number of clients? Thank you.
Hey Jette :) Great question. Would you mind emailing me chloe@chloeforbesk.com with your specific needs? It's a little easier than UA-cam and I'll be able to provide the most accurate solution for combining the two templates.
reply has been sent.. thank you.. @@chloeforbesk
🍎
The best! Thank you :)