Financial Planning with Notion: A Tailored Solution for Modern Cents
Client
Modern Cents
Year
2025
Modern Cents, dedicated to providing unbiased financial advice to Canadians, recognized the need for a structured process to better manage and engage with their clients. The challenge was to create a system that could streamline operations while maintaining transparency and effective communication.
Goals:
Streamlined Workflow Management: To develop a structured and efficient operational process using Notion, tailored to the unique needs of financial planning and client management.
Enhanced Client Interaction and Transparency: To create a system within Notion that facilitates clear, transparent, and interactive communication with clients, ensuring they are informed and engaged throughout their financial journey. \
Integrated Data Management: To seamlessly integrate data from various platforms (like Google Sheets) into Notion, enabling efficient data handling and accessibility.
Effective Client Relationship Management: To implement a CRM system within Notion that is both customizable and intuitive, catering to the diverse needs of clients and ensuring a personalized experience.
Approach:
Dynamic Notion Templates for Clients:
Develop comprehensive client templates in Notion, including sections for client information, project milestones, and a collaborative space for interactions and feedback.
Data Integration from Google Sheets to Notion:
Implement manual template creation in Notion for customized data handling.
Utilize Notion2Sheets for efficient and seamless data transfer between Google Sheets and Notion.
Email Communication Integration:
Deploy third-party integration tools to import email discussions directly into Notion.
Provide clients with access to comment and interact within Notion, reducing reliance on external email communications.
Customizable CRM Implementation:
Offer a selection of pre-built CRM templates for immediate use.
Create custom CRM templates tailored to specific client requirements.
Scope of Work
