Live Webinar

The Web Designer’s Client Project Reset

The Notion Project HQ That Keeps Every Build on Track

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Notion is the calm. Your CRM is the engine.

If your web design projects feel like a chaotic group text (you, the client, the dev, the copy doc, the Google Drive folder… and somehow nobody knows what’s happening)… you’re not alone.

Here’s the truth: Moxie (or whatever CRM you use) is amazing for running the client-facing engine — agreements, invoices, portals, automations, all the good stuff.

But when it comes to you staying on track — tracking the moving pieces, keeping assets together, remembering what’s next, and not living in 47 tabs — a CRM can feel a little boxed-in.

Trust me on this one. I feel it too. I use Moxie, and I love Moxie, but the “boxed-in” feeling is real. 😫

Since moving to Notion to manage the day to day of web design projects, I’ve felt more at ease… truly.

frustrated woman working on laptop

Join Me Live on March 11, 2026

In this free webinar, I’ll show you how to set up a simple Notion Project HQ so everything lives in one place and every build has a clear “what’s next."
Save My Seat

This is for you if...

web project hq task management mockup
You’re constantly thinking, “Wait… where did they put the login?”
Your project notes are in one doc, your tasks are in another tool, and your assets are somewhere in Google Drive… probably.
You want a workflow that feels calm and repeatable — not something you have to reinvent for every client.
You have a CRM (Moxie, Dubsado, HoneyBook, etc.) but you still feel like you’re managing the project out of your inbox and your brain.

What You'll Learn In This Webinar

  • Project HQ Layout

    The simple home base that keeps your tasks, notes, files, and “what’s next” in one clear place without turning Notion into a junk drawer.

  • Notion vs Your CRM

    A clean division of labor so you keep your CRM as the engine, and use Notion as your project headquarters.

  • Everything, Finally Together

    How to stop hunting through emails, threads, Google Drive folders, and random docs by giving every project one easy-to-find HQ.

  • The In-Progress Reset

    A quick way to bring order to a project that’s already underway, so you can get back on track without starting over.

Register for the Live Webinar

If you can't make it live, that's totally cool. Register anyway so you get the recording.
Lisa Williams

Lisa Williams

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