Notion is one of those tools that people either love… or feel completely overwhelmed by.

When I start working with clients, most of them fall into that second camp — they know Notion could help them feel more organised, but they’ve no clue where to begin. That’s where I come in.

Here are three ways I use Notion to bring calm, clarity and efficiency to my clients’ businesses:

1. One Home for Everything

No more scattered Google Docs, Post-its, or buried email threads. I set up a central “HQ” in Notion that keeps everything in one place — tasks, content, meetings, links, and goals.
Clients love it because it gives them an instant big-picture view and the little details.

Top Tip: Start with a dashboard. Even a basic one can change how you work.

2. Click-Up Style Task Management (Without Paying for Click-Up!)

I build out custom task boards that work your way. You can plan by week, priority, project, or even energy levels. And best of all — it’s flexible.

Need a team view? Easy. Solo workflow? Sorted. Want to hide it all on weekends? Done.

Top Tip: Use the database filters and views — they’re magic once you know how they work.

3. Templates That Actually Work

Instead of starting from scratch every time, I create templates that speed up repeat tasks:

• Weekly content planners

• Client onboarding checklists

• Sales tracking dashboards

• Launch planners

It saves hours. It reduces faff. And it keeps everything consistent.

Top Tip: Don’t go wild with pre-made templates — tweak them so they fit you.

Ready to give it a go?

I’ve put together a free Notion Starter Kit that includes:

✅ A simple ‘how-to’ guide for beginners
✅ My freebie pipeline template (the one I use with clients!)

No jargon. No fluff. Just a dead-easy way to make Notion work for you.

https://www.allocate-va.co.uk/freebiedownload

Not sure if Notion’s for you? Here’s a quick FAQ:

What can you actually do in Notion?

Loads! You can manage tasks, track goals, build content calendars, keep client notes, create dashboards, organise projects – even build mini websites. Think of it as your business command centre.

Can I use it on my phone and desktop?

Yes! Notion has apps for desktop (Mac/Windows), mobile (iPhone/Android), and it works in your web browser too. Everything syncs across devices automatically.

What if I’m out and about?

The mobile app makes it easy to tick things off, add notes, and stay on top of things. If you’ve already opened a page, you can view it offline too.

Can I share pages with other people?

Absolutely. Share a page privately with a client, invite a team to collaborate, or create a public view-only link. You’re in control of who sees what.

Is Notion free, or do I need to pay?

There’s a brilliant free version with loads of functionality. Paid plans start from $8/month, but most solo users don’t need it to start. The free version gives you more than enough to stay organised and grow your business. I've been using the free plan for 3 years and it houses more information than you think.

If you’ve got questions about using Notion in your own business, just pop me a message. Always happy to help.