Did you know you could manage and run 90% of your coaching and consulting business using Notion?

When I hop on calls with coaches, consultants and small business owners, and show them how I’m using Notion to run my solo-business and manage my life their response is…

“Wow, I didn’t know that was possible in Notion. I can see how useful and powerful Notion can be if done right.”

Once you see it, you can’t unsee it.

The wheels in your mind will start turning as a whole world of possibilities has now opened up.

So today, I want to give you 48 ways you can use Notion to run a productive and streamlined business, save time and money along the way, and stop paying for a suite of tools that Notion can probably replace in your business.

Why Is Notion a Great Tool for Coaches and Consultants?

Notion is that flexible and super versatile.

It’s a tool that helps you keep track of everything important all in once place.

So you’re not distracted by tool-hopping and wondering where you should capture a task or piece of vital information for future reference.

It reduces the mental friction and decision fatigue you experience.

Notion’s mission to to becomes your highly customisable everything app to plan, write and organise.

There are a ton of features in Notion. But the most powerful has got to be databases (if you’re using just pages and not databases you’re really missing out).

Why databases?

So many reasons, but the biggest one of all is that it gives you the power to create custom views and build unique systems that work for you (not cookie cutter templates that don’t work for you).

This means you can create a distraction-free, focused digital workspace where you know exactly what you need to work on to move the needle in your business and life.

Now Lets Get into the 48 Ways to Use Notion in Your Business…

Here are just 48 examples of how you can use Notion to run your coaching or consulting business.

These are systems I’ve built for clients or personally use in my own business or life.

Working with clients

1. Track client meeting notes.

2. Track client company information.

3. Track tasks and actions from client meetings.

4. Document and share frequently asked questions with clients.

5. Manage everything related to your client projects in one place.

6. Capture and save testimonials from happy clients in one place.

7. Capture and import client onboarding information directly into Notion.

8. Track your client deliverables that are visible to both you and your clients.

9. Use a calendar view to see past and upcoming client meetings and coaching sessions.

10. Build a library of resources that you can easily update and give access to your clients in real time.

11. A CRM to track your leads through your customer journey and record client information (e.g. contact details).

12. Manage your client onboarding process inside Notion so you know exactly where each client is in their journey.

Running your business

1. Create a project management system.

2. Capture and store inspirational quotes.

3. Document and plan your business goals.

4. Create a vision board for your life and business.

5. Get notified of task or project deadlines or updates.

6. Easily collaborate with your VA or other team members.

7. Document the evolution and progress of your business.

8. Track and document your product and service offerings.

9. Document your mission, vision and strategy for your business.

10. Track your business income and expenses and visualise it using charts.

11. Quickly and seamlessly capture articles you find on the internet into Notion.

12. Create plans on at multiple timescales (days, weeks, months, quarters and years).

13. Track the progress of your business goals and visualise your business KPIs with charts.

14. Document your client projects and turn them into case studies to attract future clients.

15. Create a repository to easily track your notes and research you’re doing in your business.

16. Create lead magnets and other freebies in Notion that can be easily shared with your clients as a free downloadable.

17. Create a personal knowledge system to track important resources (e.g. books, videos, articles, podcast episodes).

18. Build a library of templates that you frequently use in your business (e.g. emails, sales call scripts, discovery call question set).

19. Create a task management system with due dates, priorities etc. which can then be visualised as Kanban boards, timelines, calendars etc.)

20. Create a business wiki of standard operating procedure and business documents (this makes automation, hiring and outsourcing much easier in the future).

Marketing and content creation

1. Easily find and repurpose content to other platforms.

2. Curate resources to share in your business newsletter.

3. Track your social media and content performance analytics.

4. Track your pitches and collaborations activities in one place.

5. Use AI to help your brainstorm, refine or give you new ideas.

6. Track the status of each piece of content in your content pipeline.

7. Quickly capture new content creation ideas on the go on mobile, or on desktop.

8. Visualise and plan your social media, newsletter and other content on a calendar or a timeline.

9. Create a content creation system to turn ideas into published content for social media, articles, newsletters etc.

Personal life management

1. Practice daily journalling.

2. Track and manage your subscriptions and recurring expenses.

3. Stay healthy and plan your meals and shopping list ahead of time.

4. Track the resources and learning you’re doing in relation to your hobbies.

5. Quickly capture recipes you find online and easily retrieve them when you plan your meals.

6. Create a habit and wellness tracker to track your progress and visualise them in the form of charts.

7. Plan your trips and travel, including building a packing checklist and your pre- and post-travel checklist to make getting ready for a trip stress free.

I could easily add another 50 or 100 use cases for Notion if I wanted to.

But you get the point.

I hope this gives you a taster of what’s possible with Notion.

If you’re like most business owners, you probably want simple and easy to use systems to keep track of everything in your business so you can:

• Eliminate the stress and worry of dropping the ball

• Feel confident you’re working on the right priority tasks and projects

• Free up your mind for the deep work that will give you the biggest ROI on your time.

p.s. If you’re looking for some help with Notion, I shared this offer on X this week. Just reply to this email if that sounds interesting to you 👇️ 

🔓️ Behind the Scenes

I’ve been so grateful for all the feedback that’s been trickling in from my email course beta readers this week. So far it’s been pretty positive!

Can’t wait to dig into all of it and make an even better version 2.

One of my beta readers even said after reading the email course it’s prompted him to level up his Notion game!

I was pleased to see this drop in my inbox from a recent wait list subscriber, who shared the one takeaway they hope to get from the email course with me…

I was so excited to get this, cause that’s exactly what I’m hoping readers will get out of the email course.

That’s it for today!

Just one more thing, hit reply and let me know if there are one or two use cases that I shared that sounds interesting to you—As always I love to hear from you.

Have a slow weekend!

I’m off to do some hiking this weekend. See you next week!

Janice

📌 Resources for Coaches and Consultants

1. 6 Strategies for a Minimalist and Productive Day

   Approaching our work like a minimalist helps hone our focus on the right things. These strategies are simple but effective. My favourite strategy is establishing daily routines. I feel more productive and achieve more from my day when I practice the daily routines that gets into my zone of productivity.

   → Check out the article

2. Organizing Your Digital World to Banish Chaos and Make Life Easier

   If you’re struggling to be organised with your files and emails, and swimming in a sea of digital chaos, this episode of Business Made Simple podcast has some quick tips and hacks to get you started. After doing so many coaching and consulting calls, I know for a fact that digital disorganisation is a really common problem. That’s why I enjoy helping people demystify Notion and use Notion as the all-in-one tool to get people organised and streamlined in their business and life.

   → Check out the episode

3. Are ambitious parents bad parents? [Amanda Goetz]

   A great conversation between two ambitious high achievers who are also parents to young kids. The key takeaway for me is that ambition is neither good nor bad, it’s about making sure your kids are supported in what they pursue no matter how ambitious or not ambitious society perceive those career goals to be.

   → Check out the video

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