More Clients, No Hires

Project description

I partnered with Anna, a 15-year veteran Art Director, who was losing hours every week juggling client requests across email, Slack, Trello, and calendar.

After a one-day audit, I built her a complete Notion-based operating system that now runs her entire studio:

  • Full CRM (leads → invoicing)

  • Project management with client portals

  • Knowledge base & deliverables archive

  • AI-powered meeting notes and content generation

  • Automated workflows

  • Real-time finance projections & profitability dashboard

  • Calendar + capacity planning

Result: administrative work cut by ~70 %, Anna took on multiple new high-value clients, doubled her effective capacity without hiring, and still delivers the same creative excellence — all from a single, ever-evolving Notion workspace that continues to scale with her business.

Skills and deliverables