In this week’s episode of the Freelancers Tea Break podcast, Emma dives into the ways she uses Notion in her freelance business. From tracking numbers and ideas to managing tasks and clients, Notion proves to be a versatile tool that keeps her organised and on top of her game. With a touch of humour and a dash of practicality, she shares her Notion board setup and how it helps her stay focused and productive. So grab a cuppa and join her for a delightful and informative tea break as she spills the tea on Notion for freelancers.

Listen to the podcast episode below, watch it on Youtube, or scroll down for the summary!


How I use Notion in my freelance business

Want my Notion Business Development tracker? It’s part of my Finding Clients Quickly and Easily course, but you can access the tracker for FREE here! https://freelancelifestyle.podia.com/view/courses/how-to-find-clients/1699409-the-how-to-find-clients-quickly-and-easily-training/5369560-the-notion-business-development-notion-planner Follow me on Instagram – @EmmaCossey Email: hello@emmacossey.com Come join us in the free Freelance Lifestylers Facebook group – https://www.facebook.com/groups/freelancelifestyle Want more support?

Prefer to read it? Here are the main points!

Introduction:
As a freelancer, staying organized and managing tasks efficiently is crucial for success. Enter Notion, a versatile productivity tool that can revolutionise the way you run your freelance business. In this podcast, we’ll explore how Notion can be used to track numbers, manage ideas, assign tasks, set goals, create standard operating procedures, and track income and clients. Let’s dive in!

Summary of Main Points:
1. Tracking Numbers: Notion allows you to track important metrics like social media followers, email subscribers, and discovery calls. By regularly reviewing these numbers, you can identify what’s working and what needs improvement, enabling you to make informed decisions about your marketing strategies.

2. Ideas Barn: I use Notion to create an “Ideas Barn” to help capture and organise all your creative ideas. You can categorise them as seeds, planted, or ready to harvest, ensuring that no brilliant idea gets lost in the shuffle. This is especially useful for collaborating with team members or brainstorming new projects.

3. Task Management: Notion’s task management capabilities make it easy to assign tasks, set deadlines, and track progress. With a quick glance, you can see where you and your team stand on various projects. Integrations with tools like Slack provide real-time updates, keeping everyone on the same page.

4. Quarterly Goals: Notion allows you to set and track your quarterly goals. By aligning your goals with your tasks and numbers, you can ensure that you’re making progress towards your larger objectives. This feature helps you stay focused and motivated throughout the year.

5. Standard Operating Procedures: Notion’s checklists and templates make it a breeze to create standard operating procedures for various aspects of your freelance business. Whether it’s course creation, podcast management, or onboarding new team members, you can document the steps and easily share them with your team and especially newcomers to your team when they first join. This ensures consistency and streamlines processes.

6. Business Development Calendar: Notion’s business development calendar template helps you plan and track your efforts to find new clients. By categorizing activities into networking, pitching, social media, and referrals, you can choose specific strategies and set deadlines. Integration with task management tools like Sunsama keeps you accountable and organised.

7. Income and Clients: Notion can integrate with tools like Dubsado to automatically track income and client information. This feature simplifies client management by providing a centralised hub for tracking leads, assigning tasks, and monitoring progress. It also helps you analyse the effectiveness of different marketing channels.

Ready to supercharge your freelance business with Notion? Start by exploring the features mentioned in this blog post and adapt them to your specific needs. Experiment with different templates and workflows to find what works best for you. Remember, Notion is highly customisable, so don’t be afraid to tailor it to your unique freelance business requirements. Embrace the power of organisation and watch your productivity soar!

Have any questions or need further guidance? Feel free to reach out and let us know. Happy freelancing!

Want my Notion Business Development tracker? It’s part of my Finding Clients Quickly and Easily course, but you can access the tracker for FREE here! https://freelancelifestyle.podia.com/view/courses/how-to-find-clients/1699409-the-how-to-find-clients-quickly-and-easily-training/5369560-the-notion-business-development-notion-planner

Follow me on Instagram

Email: hello@emmacossey.com

Come join us in the free Freelance Lifestylers Facebook group

Want more support? Check out the Freelance Lifestyle School courses and membership.

 

Brand new podcast