Shannon V.

Notion & ClickUp Expert | Setup & Optimization | PM & Automation

My last two builds involved a Notion client portal with a complex permissions structure and a fully automated staff and client onboarding system in ClickUp. I’ve worked with more than 30 businesses and draw on 20 years of experience in operations and project management. I understand process and workflow and how to build the systems to support them. I design and rebuild Notion and ClickUp systems for businesses that need more than a basic workspace or template. This may include: ⚡Client, employee, and subcontractor portals with carefully controlled access ⚡ CRM and project delivery systems ⚡ Staff and client onboarding and lifecycle management ⚡ Company wikis, SOP libraries, and training repositories ⚡ Relational databases and connected workflows ⚡ Dashboards for reporting, workload, and commercial visibility ⚡ Automations, reminders, and handoffs ⚡ Integrations with other tools in your stack, including AI workflows ⚡ Workspace audits, restructuring, and migrations You’ll receive a clearly structured system designed specifically for your business. The best system is not the most complicated; it's the one your team will use. Where needed, I’ll also provide training, Loom walkthroughs, and documentation your team can refer back to, followed by two weeks of post-implementation support. Need expert eyes on an existing system? Book a paid consultation. I’ll review the information and access you provide beforehand, talk you through my findings, and give you practical, prioritized recommendations you can implement yourself or use as the roadmap for a larger build. If you already have a project in mind, send me a message to arrange a short, free discovery call so we can discuss what you need and how I can help.