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  6. How would you recommend setting up a page hierarchy when working with different clients?
DL
I help direct response marketers leverage their data to drive insights, revenue and growth for a fraction of the cost and with zero on-site resources | Mentor @GrowthMentor.com | Analytics advocate @McGill

How would you recommend setting up a page hierarchy when working with different clients?

I am an ecom consultant and I use Notion as my go-to documentation tool and SOP creator. It would be great if I could re-create a structure each time when I onboard a new client
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RL
Stuck at your current level? I work with owners and teams that want to do their best work to design, build, and maintain next-level operations systems.
0
To start, each client workspace is in a top-level page in my resources database, that page has corresponding reference pages in my projects and contacts databases. Have a standard baseline template for your client workspace. Mine contains/starts with a homepage that lives inside MY resource page. That homepage is the page that the client has top-down access to. It acts as a dashboard and holds standalone content and the following databases: - the databases we work inside: tasks, meeting notes, and docs - and a few other databases that are for categorization, reporting, and reference: foundations, quarters, years, priorities, planner (projects)
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