Build Your Notion HQ - The Business Systems Blueprint

The complete system for web designers & service providers ready to ditch the chaos and run their business like the pro they are.

Your CRM handles client operations. But who's running your business strategy?

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.

What's Included In My Notion Course?

Module 1:
Build a Working Notion HQ

Welcome to Notion
Projects Setup: Active + In Progress
Tasks Setup: Today + This Week (Your Daily Game Plan)
Library Setup: Notes, Resources + Areas
Dashboard Assembly + Final Check

Module 2:
Your Personal AI Assistant

AI Agent setup
Stop Generic AI: Add Voice + Business Context
Enhancing Your Agent Instructions for Better Outcomes
The Systems + Sales Sidekicks: Role-Based Prompting
- Sidekick Menu
Prompt Templates: The Starter Pack
- Emails (client comms + follow-ups)
- Content (blog, newsletter, social)
- Project planning (next steps, checklists)

Module 3:
Optimize, Customize, Fine-Tune, and Expand

Client Databases + Relational Properties
Voice Memos + Transcription Workflow
Using Form in Notion
Content Planning Workflow

Module 4:
Database Automations for Beginners

In this bonus module, you’ll learn how Notion’s built-in database automations work and when to use them.

Create Your First Automation
Create a Time Tracker System to easily track time
Create a Project Template to automate with the click of a button

Bonus Materials

Notion Keyboard Shortcuts Cheatsheet
Database Property Quick Reference
10 AI Prompt Templates for Web Designers
10 AI Prompt Templates for Service Providers
Before You Automate: Manual Workflow Checklist
Notion Page Templates Library
Integration Options Guide

Frequently Asked Questions

Do I need to know Notion already?
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.
Will this work with my existing CRM/tools?
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.
I'm not a web designer-will this work for my business?
Absolutely! While my examples and screenshots are from web design (since that’s what I do), 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.
Is there a refund policy?
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.

Why Lisa?

I’ve been where you are. Before I found Moxie and built my Command Center 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 Command Center—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.

I don’t just teach Notion-I teach AI integration. I’ve been using AI strategically in my business for several months now, and I know how to set it up so it sounds like you, works for you, and actually saves you time instead of creating more work.