Your CRM (Moxie, Dubsado, HoneyBook) runs your client operations beautifully. But who’s running the strategy behind your business?
Your CRM (or whatever tools you’re using) runs one business. Your Notion HQ runs everything else — multiple brands, multiple revenue streams, client work, courses, content, and strategy — all connected in one place that keeps you sane.
No more scattered notes across random documents. No more wondering “What should I be working on to grow my business?” No more losing track of great ideas and resources.
Database Setup
→ Projects
→ Tasks
→ Notes
→ Resources
→ Areas
I walk you through how to layout your dashboard and create a welcoming workspace.
AI Agent Setup
→ Add Voice + Business Context
→ The Systems + Sales Sidekicks
Prompt Starter Templates
→ Emails
→ Content
→ Project planning
HQ Extra
→ Client Databases + Relational Properties
→ Voice Memos + Transcription Workflow
→ Setting Up a Support Request Database with a Form
In this bonus module, you’ll learn how Notion’s built-in database automations work and when to use them.
→ Easily track time with my Go/Stop buttons!
→ Synced blocks and notification automations
It’s best if you have at least have a basic knowledge of how Notion works. I walk you through everything step-by-step for the course, but if you have never used Notion, you’re going to want to have some experience before you jump in.
Absolutely! While my examples and screenshots are from web design, the system works for any service-based freelancer or solopreneur. Graphic designers, coaches, copywriters, VA’s, photographers – anyone managing clients, projects, and scattered information will benefit. The core databases (Projects, Tasks, Notes, Resources, Areas) are universal. You’ll just adapt the properties and views to fit your specific services. The principles are exactly the same.
Absolutely! The course teaches you how to build your Notion HQ and integrate it with whatever tools you already use. The principles work with any business system.
No. Because all of my offers are digital (courses, workbooks, audits, workshops, and more), and you get immediate access to the content, all sales are final and non-refundable.
I’ve been where you are. Before I found Moxie and built my business headquarters in Notion, I was juggling spreadsheets, sticky notes, Google Docs, and way too many browser tabs. I’v been using Notion for years, but it took finding the right CRM and then dialing in my complete Notion system-databases and AI agent to finally get organized.
I’m a teacher at heart. I spent years in the classroom before building my business with my husband Steve. I know how to break down “this feels impossible” into “oh, I can actually do this.”
I live and breathe systems. I’ve spent the last year building and refining this exact setup — not just using it myself, but helping web designers build systems that actually stick. I run two brands (JoLi Design Solutions and Your Moxie Maven), manage multiple courses and programs, and handle complex client work-all from one central Notion workspace.
Notion is where your whole business gets to breathe. It’s the place for strategy, planning, content, knowledge, SOPs, dashboards, and decision-making — so everything you run stays connected and easy to find. I help others build systems that actually stick.
