Making a Client Tracker and Client Portal in Notion

▶️ Free Skool Community: https://www.skool.com/the-8f-community-8411/about ▶️ Start diagnosing & fixing what's holding your agency back here: https://www.newsletter-signup.com/8-figure-agency/?utm_source=youtube This video explains how to use Notion to create a client portal and client tracker so that you have a centralized place to track all of the work you do with clients. This will help you keep track of everything going on with your client business so that there are no loose ends. This will help you when you're working with several clients at once. ► ABOUT 8 FIGURE AGENCY We help agencies get out of the feast or famine cycle by creating predictable cash flow, increasing profit margins, and ensuring you can hit your goals every year. This is done through better operational processes and smarter management decisions. It doesn’t matter if you’re just getting started or are already well established; our proven system has been battle-tested by hundreds of agencies worldwide and is guaranteed to deliver results faster than anything else out there today. Now’s the time for a change, book your free systems audit today to see how we can help. ► OTHER VIDEOS: ▶️ How This 7 Figure Agency Owner Doubled His Business ✅ https://youtu.be/z1LeWfK6M2Y ▶️ How I Gained 1K Skool Subscribers in Just 30 Days ✅ https://youtu.be/HAudvGPmw9k ► STAY UP TO DATE 🖥️ Website - https://8figureagency.co/ 💙 Twitter (X) - https://twitter.com/jordan_ross_8F ► TIMESTAMPS 00:00 - Intro 00:28 - Why creating client space is helpful? 01:18 - STEP 1: Creating Client database 02:13 - STEP 2: Creating Client views 02:43 - STEP 3: Creating Client space 05:18 - Outro