Create a Client Resource Library in Minutes
Give your clients access to trusted guides, tools, and how-tos — without answering the same questions over and over.
June 30, 2025 | David
Background & Why This Matters
Clients often ask:
- “What foods should I eat post-workout?”
- “Do you have a list of stretches for lower back pain?”
- “Where can I find your cancellation policy?”
Instead of sending one-off PDFs or voice notes, you can create a centralized resource hub once — and use it forever.
It saves time, increases your perceived value, and gives clients more support between sessions.
What You’ll Achieve
You’ll set up a professional resource library that:
- Lives on your website, Notion, or Google Drive
- Hosts handouts, videos, PDFs, FAQs, and links
- Is accessible 24/7 for your clients (or gated behind signup)
- Can be updated anytime without re-sending links
What to Expect After Setup
- Clients feel more empowered and supported
- You field fewer repeat questions
- You come across as an organized, high-value provider
What You’ll Need
You’ll only need 45-60 minutes (expect ~10 minutes after setup to update) and free/low-cost tools to get started:
- Platform like Notion, Google Drive, Dropbox, Website, Stan Store
- Content Types like PDFs, videos, Google Docs, audio files, forms
- Optional extras like link in bio, access control (freebie, payroll, invite-only)
Step-by-Step Instructions
Let’s walk through using Notion.
✅ Step 1: Create a Resource Hub in Notion
- Go to Notion.so
- Create a new page: Client Resource Library
- Add sections like:
- Getting Started
- Nutrition Guides
- Mobility + Movement
- Mindset + Habits
- Session FAQs
- Policies + Contact
✅ Step 2: Upload or Embed Your Content
- PDFs: Drag and drop into the section
- Videos: Upload directly or paste YouTube/Vimeo/Loom links
- Google Docs/Forms: Paste links and label clearly
- Canva designs: Use the “Share as website” link for visual handouts
Each section can include:
- A brief description
- A downloadable resource
- Optional client action (e.g., complete, review, implement)
✅ Step 3: Customize Access and Branding
- Add your logo and brand colors (use callout blocks or custom covers)
- Write a welcome message at the top
- Set sharing settings:
- Public (open access)
- Private (invite-only or password-protected using Super.so or Potion)
✅ Step 4: Share the Resource Hub
- Add the link to:
- Your onboarding email
- Bio link tool (Linktree, Beacons)
- Email signature
- Client dashboard (see blog #17)
✅ Step 5: Update As Needed
- Add new resources monthly or quarterly
- Highlight updates in your newsletter
- Use it as a growing knowledge base over time
Want this done for you?
Book a free 30-min AI Strategy Connect — we’ll look at your workflow and I’ll show you how to set it up or handle it for you.