Here’s how we structure our Notion system to create clarity, trust, and alignment.

Client Dashboard Overview

Each client gets a dedicated Notion dashboard, customized with: – Project timeline – Key contacts and
roles – Scope of work breakdown – Weekly priorities – Progress status indicators

Why it works: It eliminates confusion and creates one source of truth.

Real-Time Task Tracking

We build Kanban-style boards for: – Strategy & Research – Creative Production – Approvals & Revisions –
Final Delivery

Benefits: – Clients can check in anytime and see what’s in progress, pending, or completed. – Internal
and client-side collaboration becomes seamless.

Linked Deliverables & Commenting

All content (docs, designs, videos) is linked within Notion cards with embedded preview and feedback
sections.

Why it matters: – Reduces the back-and-forth over email. – Keeps all comments and iterations
centralized.

Meeting Logs & Feedback Notes

Every client meeting is summarized in its own section, with: – Meeting date & attendees – Key takeaways.

• Action items – Next steps
• Result: Clients always feel heard and aligned.

Reference Library for Brand Assets

We organize all essential brand documents in one place: – Brandbooks – Fonts, logos, templates –
Guidelines for social media, ads, tone of voice.

Client benefit: Easy access prevents delays and confusion.

Performance Reporting Section

We create a dedicated page that summarizes: – Weekly/Monthly metrics – Ad spend performance –
Organic reach, growth, and lead generation – Key wins & opportunities.

Final Thoughts

Transparency is more than just good communication—it’s about building trust. By giving clients full
access to project progress and key decisions through Notion, we create not just better outcomes, but
stronger, more collaborative partnerships. In a world of deliverables, this is our delivery system.