207: Geeking Out on Client-Facing Pages + Favorite Notion Templates with Karen Allen

The best systems aren’t cumbersome sources of frustration collecting dust in the cloud—they save you so much time, that creating even more streamlined solutions becomes a personal passion. That’s the case for me and today’s returning guest, Karen Allen. We’re going behind-the-business, swapping ideas for client-facing pages, client tracking databases, course resources pages, personal journaling, and more. Although we are talking specifically about Notion (this isn’t #sponcon, I swear!), any software that has similar functionality can work :)

More About Karen: Karen is a super-mom, healthy eater, and keynote speaker. After experiencing the tragedy of losing her husband, she picked herself up and set out to thrive for her son’s sake. She is the founder of the 100% Human movement, helping others develop a mindset of joy and abundance through her community. She also hosts the In the Details podcast, and be sure to check out our previous conversation in episode 191: Structuring Free Time as a Single Parent While Grieving and Rebuilding.

🌟 3 Key Takeaways: Start Here

1. Create a database for prospective and current clients (coaching, speaking, consulting, etc.)

2. Within that, create a new client template that populates with information behind-the-scenes that you and your team will reference

3. Within that, create a shared page that you and the client can see and collaborate on

📝 Permission: Invest in the systems that are going to support your overall well-being.

✅ Do (or Delegate) This Next: Examine an aspect of running your business that takes a lot of time. How could you bring that into a system, possibly with a template or two?

🔗 Resources Mentioned

• Karen on the web, IG: @karen.m.allen, LinkedIn, TikTok, podcast: In the Details

• Free Time Operations Dashboard (promo code PODCAST), and one of Jenny’s earliest Notion pages (don’t laugh!)—(He)art of Podcasting course resources

• Voxer Coaching: Sign-up for the waitlist to work with Jenny »

• Video: Use Your Tragedy to Change the World

• Tools: Notion, Loom, Canva, Gusto, Bench

• People: Marie Poulin, Thomas Frank

📚 Books Mentioned

• Building a Second Brain by Tiago Forte

• One Line A Day: A Five-Year Memory Book

• Free Time: Lose the Busywork, Love Your Business

🎧 Related Episodes

• In the Details: Introducing In the Details (Karen’s Story)

• Free Time: 191: Structuring Free Time as a Single Parent While Grieving and Rebuilding.

• 111: Building a Second Brain with Tiago Forte

• 088: Why I Moved from Asana to Notion for Task and Project Management

• 148: How to Build a Business Operations Dashboard

• 182:🏚️The Challenges of Renovating a (Business) House while Living in It

• 177: “Do things that don’t scale” — On Books and Mission-Based Business Building with Readwise CoFounder Daniel Doyon

• 194: 🤖 Top 10 Favorite Recent GPT Prompts for Creative Business Owners (BFF Bonus Replay)

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