Free Time with Jenny Blake

207: Geeking Out on Client-Facing Pages + Favorite Notion Templates with Karen Allen

Jul 18, 2023
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ANECDOTE

Scattered Systems Before Notion

  • Karen describes her business life as scattered before using Notion, juggling multiple tools like Google Docs, Canva, and Sheets.
  • She found creating templates helpful but disjointed until she unified everything in Notion, which streamlined her workflow.
ANECDOTE

Using Loom to Ease Client Navigation

  • Karen used Notion to create a collaborative, locked page for a basketball mindset coaching program.
  • A Loom video helped parents navigate the page, easing client resistance and improving engagement.
ADVICE

Shared Client Pages Save Time

  • Create shared client pages in Notion to house session notes, resources, and actionable checklists.
  • Clients can access and save these pages, saving time and mental energy for both parties.
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