Proper – Proper Notes https://www.propernotes.com AI-Powered Simple Client Dossier Mon, 19 May 2025 17:34:47 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.propernotes.com/wp-content/uploads/2025/04/cropped-CALLL-box-150x150.png Proper – Proper Notes https://www.propernotes.com 32 32 📚 Notion vs. Proper: Choosing the Right Tool for Client-Centric Work https://www.propernotes.com/2025/05/19/notion-vs-proper-choosing-the-right-tool-for-client-centric-work/ Mon, 19 May 2025 17:21:17 +0000 https://propernotes.com/?p=495 If you’re a coach, consultant, therapist, or freelancer, you’ve probably used Notion to organize your work. It’s powerful, flexible, and highly customizable. But when it comes to managing client relationships, you might be wondering if it’s the best fit.

Let’s break down the difference between Notion and Proper — and why many professionals are switching.

🧠 What is Notion?

Notion is a popular all-in-one workspace. You can create documents, databases, calendars, and dashboards to manage anything from project planning to journaling. It’s beloved for its flexibility.

But that flexibility comes at a cost: setup time, maintenance, and complexity.

✅ What is Proper?

Proper is a lightweight, AI-powered tool built specifically for people who work 1-on-1 with clients. Think: coaches, consultants, therapists, legal advisors.

It helps you create smart client dossiers — a clear, structured view of every client that includes:

  • Notes from sessions
  • Uploaded files
  • To-dos & follow-ups
  • AI-generated summaries
  • Shareable and downloadable reports

No templates, no setups — just clarity.

🆚 Notion vs Proper: The Key Differences

FeatureNotionProper
Client-specific focus❌ General-purpose✅ Built for client relationships
Setup required✅ Requires templates❌ None — works out of the box
AI summaries & insights⚠ Limited via plugins✅ Built-in AI summaries & tasks
Note-taking speed⚠ Can be slow to navigate✅ Quick, focused & structured
File organization per client❌ Manual✅ Auto-attached to each dossier
Ready-to-share client reports❌ Manual formatting✅ One click PDF/Link export

🙋 Why Choose Proper Over Notion?

If you’re spending too much time organizing your workspace instead of serving your clients, Proper is the smarter move.

  • No more building dashboards or creating templates
  • You get instant structure, AI support, and shareable client views
  • It’s designed around the way real professionals work — not just data or docs

🚀 Try Proper — Built for Client Work

You don’t need a second brain.
You need a clear, organized view of each client — always ready when you are.

Try Proper free today: https://propernotes.com

]]> 📚 “Why Sometimes You Don’t Need a CRM — You Need a Client Dossier” https://www.propernotes.com/2025/04/20/%f0%9f%93%9a-why-sometimes-you-dont-need-a-crm-you-need-a-client-dossier/ Sun, 20 Apr 2025 22:11:04 +0000 https://propernotes.com/?p=178 If you’ve ever signed up for a CRM hoping to feel more organized… only to give up a week later, you’re not alone.

Most CRMs are built for large sales teams, not independent professionals. They’re packed with features like deal pipelines, lead scoring, and campaign automation — great if you’re selling to thousands of people. But what if you work 1-on-1 with clients?

Whether you’re a coach, consultant, psychologist, or lawyer, your needs are different:

  • You need to remember what happened in your last session
  • You need quick access to notes and documents
  • You need to know what to do next
  • And you need it fast — before your next meeting starts

That’s why we built ProperNotes.

Instead of managing “leads” in a pipeline, you create a dossier for each client. It’s a smart profile where you can add notes, upload files, track tasks, and even get an AI-generated summary of your last meeting.

No salesy jargon. No unnecessary complexity. Just a calm, clear space to organize every relationship you care about.

🎯 Start with 5 dossiers for free — and feel the difference in your next client meeting.
👉 Try ProperNotes for free

]]> 🧠 “The Power of Client Memory: How to Build Trust Without Losing Track” https://www.propernotes.com/2025/04/20/%f0%9f%a7%a0-the-power-of-client-memory-how-to-build-trust-without-losing-track/ Sun, 20 Apr 2025 22:09:59 +0000 https://propernotes.com/?p=176 What builds client trust?
Most people would say: being reliable, being present, and delivering results. And they’re right. But there’s another layer — one that’s subtle but powerful:

👉 Memory.

When you remember what a client told you last time… when you follow up on what they care about… when you reference their goals without them repeating it — that’s when trust deepens.

But let’s be honest — keeping that mental log for every client, every session, every detail? It’s impossible to do manually.

That’s where ProperNotes comes in.

Imagine having a living client memory for every person you work with.

  • See everything you’ve ever discussed
  • Add notes after each session
  • Upload relevant documents
  • Set follow-up tasks
  • And get a smart summary that updates in seconds

Your mind stays clear. Your sessions stay focused. And your clients feel truly seen.

💬 “You remembered that?!”
That’s the kind of client reaction ProperNotes helps you create.

📌 Whether you’re a coach, therapist, or sales professional — you’ll never scramble before a call again.
🧪 Try it free and experience the power of client memory

]]> 💼 “5 Professions That Need a Smarter Way to Track Clients (Are You One of Them?)” https://www.propernotes.com/2025/04/20/%f0%9f%92%bc-5-professions-that-need-a-smarter-way-to-track-clients-are-you-one-of-them/ Sun, 20 Apr 2025 22:08:41 +0000 https://propernotes.com/?p=174 Most people think they need a notebook or a spreadsheet to stay on top of their clients. Some go for a CRM. But here’s the truth:

👉 If you work closely with fewer, high-value clients… you don’t need customer management.
You need relationship intelligence.

Enter the client dossier — the clean, modern way to track your client history, conversations, goals, and next steps all in one place.

Here are 5 professionals already switching from messy notes to smart dossiers:

✅ 1. Coaches & Mentors
Track sessions, capture goals, monitor progress — all organized per client. Plus, see a timeline of every interaction.

✅ 2. Psychologists & Therapists
Store session notes securely, upload consent forms, and generate summaries of client progress (optional AI support).

✅ 3. Consultants & Strategists
Keep every discussion, deliverable, and meeting note in one place. Share read-only links with clients for alignment.

✅ 4. Sales Reps & Freelancers
Track deals, flag follow-ups, and prepare better for your next call. Replace 3 tools with one organized system.

✅ 5. Lawyers & Legal Advisors
Store documents, contracts, notes, and tasks for each client — with advanced privacy and timeline views.

🎯 ProperNotes turns every client into a clear, actionable profile. No more last-minute prep. No more lost notes. Just a smarter way to work with people.

🚀 Start for free. Get organized fast.

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