The Smart Move I Almost Didn't Make

A couple of months ago, I started my entrepreneurial journey with 2 clients.

Most people would say: "Just 2 clients? Use a spreadsheet. Keep it simple. You'll figure it out."

But here's the thing - I've been an operations lead. I know exactly what happens when you wait to get organized. I've seen it a hundred times:

You start with 2 clients. Then it's 3. Then 5. Suddenly you're juggling 10, and you're drowning in scattered information across emails, notes apps, Excel files, and Trello boards.

By the time you realize you need a system, you're too overwhelmed to build one.

So I made a different choice: get organized BEFORE it gets overwhelming.

Why Notion?

I needed one place for everything. Not 5 apps. Not jumping between Excel, Trello, Word, and my iPhone Notes.

I'd used Notion briefly in university, but never seriously. Then I started watching YouTube videos and realized: this could actually work.

Here's why Notion won:

1. Everything lives in one place
Client details, project tracking, files, invoices, communication logs - all under one roof.

2. It's built for real people
No coding required. Just intuitive enough to start, powerful enough to grow with you.

3. It scales
Start simple with 2 clients. Add complexity as you grow. You're not locked into someone else's system.

4. The formulas actually work
As an operations person, I appreciate automation. Notion's formulas saved me hours from day one.

What I Built

After testing and tweaking, here's what's in the Client Hub:

✅ Client Dashboard - All active clients and project status at a glance
✅ Project Tracker - Deliverables, milestones, and deadlines organized
✅ File Organization - Client assets and documents in one place
✅ Communication Log - Track conversations and decisions
✅ Invoice Tracking - Know who's paid and what's pending
✅ Automated Reminders - Formulas that keep you on track

Is it perfect? No. I'm a perfectionist, and that almost stopped me from sharing it. But I realized: done is better than perfect when people need help now.

Who This Is For

This is for you if:

You're just starting out (2 or more clients) and want to build smart from the beginning
You can't afford $40-100/month for client portal software
You're tired of scattered tools and want everything in one place
You know from experience that it's easier to organize early than to fix chaos later

Why It's Free

This first version is free until 1 Nov.

Why? Because I'm building my business too. I know what it's like to bootstrap, to watch every expense, to need tools that actually work without breaking the bank.

This is my first digital product. I use it every day for my own clients. It works. And I want you to have it.

What you get:

Complete Client Hub Notion template
Pre-built databases with formulas
Simple setup guide
Room to grow as your business grows

https://gresolvesit.gumroad.com/l/theclienthub

You have a choice right now:

Option 1: Wait until you're overwhelmed, then spend weeks building a system while juggling stressed clients.

Option 2: Get organized now while you have the time and energy to do it right.

I chose Option 2. And if you're reading this, I think you will too.

Yours,
Grecia Ruiz
Gre.Solves.It.With.Notion
Operations lead turned entrepreneur | Building smart from day one

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