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Notion
The Notion Setup That Helped Me Run My Business Without Dropping the Ball
By Alex · The Freelance Besties
Let me tell you something about Notion that took me a while to learn:
Notion isn't the point. The mental load is.
I say that as someone who uses Notion every single day, for my business, for my clients, for my grocery lists, for packing lists before every trip. I'm a Notion Certified Admin and Notion Official Ambassador. I've built Notion workspaces for dozens of founders. I teach it. I genuinely love it.
And still: the goal was never Notion. The goal was always a clearer head, a calmer week, and a business that doesn't rely on me holding everything in my brain at once.
Why founders drop the ball (hint: it's not you)
Running a solo business means you are, at any given moment, the CEO, the project manager, the delivery team, the content creator, the bookkeeper, and the customer support rep.
That's a lot of plates spinning.
And when everything lives in different places: this deadline in your email, that client update in a WhatsApp, the invoice reminder in your head, things fall through the cracks. Not because you're disorganised. Because your system is disorganised.
I felt this acutely in a month where everything was going well on paper: new clients, new projects, growing newsletter, and I still felt like I was failing. I was overcommitting, messages were going unanswered, work was delivered slower than I wanted. My inbox-zero had 41 emails waiting for action.
The house was messy. The laundry wasn't folded. Self-care was paused until further notice.
The lows are low. And we don't talk about them enough.
What helped me get back on track, and what's helped me stay on track since, is having a workspace that holds the information so my brain doesn't have to.
What's actually in my Notion setup
I don't systemise everything; overtracking steals joy, and I firmly believe systems should support life, not control it. But here's the core of what I use Notion for in my business:
Client work: Each client has their own space. Current projects, action items, meeting notes, and shared deliverables, all in one place. I give my clients access to their portal, which means no more "what's the status on X?" emails.
My task database: A simple database linked to clients and projects. Filtered views for today, this week, by client. I combine it with time tracking in Toggl, and together they give me a clear picture of where my time is actually going.
Content and newsletter: All my TFB newsletter issues, social media posts, and content ideas live in Notion. I can see what's drafted, what's scheduled, what's gone out. No more scattered Google Docs.
My ideal week template: A visual map of how I want my week to look, and a realistic version I actually plan against.
Business admin: Finances, expenses, rates, and notes from my own business reviews, all tracked. Because if you don't track it, you can't improve it.
The mindset shift that made it work
Before I had a real system, I was using Notion, but it wasn't actually working. I had pages everywhere, databases I never opened, colour-coded things I couldn't find.
The shift came when I stopped trying to build the perfect system and started building the useful one.
I use work principles in my personal life too now:
- Move fast, test, iterate. My Notion setup has changed a hundred times. That's fine. The system evolves as my business does.
- Boundaries by design. A good system makes the boundaries automatic. If deep work time is blocked in my calendar and my task database, it's much harder to accidentally give it away.
- Review, then react. Before I make changes, I look at the data. Slow month? Open Toggl and Notion before panicking. Usually there's more there than I thought.
What this could look like for you
You don't need to build what I've built. Your version should fit your business, your clients, your working style, your brain.
But if you're currently keeping too much in your head, losing track of where projects are, spending time looking for information instead of doing the work, or feeling like your tools are working against you, then a Notion setup that's actually built for you could change a lot.
I set up Notion workspaces for founders, from a 60-minute Notion Clarity Session where we map out what you need, to a full custom workspace that becomes the brain of your business.
If you're curious, let's talk. I promise it doesn't have to be as complicated as it sounds.
Your Freelance Bestie,
Alex