Company-Wide Operations Rebuild in Notion by Kiki B.Company-Wide Operations Rebuild in Notion by Kiki B.

Company-Wide Operations Rebuild in Notion

Kiki B.

Completed work

Design Systems Specialist

Operations Manager

Project Manager

Notion

Tally

Professional Services

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Completed work

Posted May 10, 2025

Rebuilt business backend in Notion for streamlined operations and growth.

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Company-Wide Operations Rebuild in Notion

Kiki B.

Completed work

Design Systems Specialist

Operations Manager

Project Manager

Notion

Tally

Professional Services

About the Project

The client needed a complete rebuild of their business backend to support a full relaunch. They wanted an all-in-one system to manage clients, content, finances, internal operations, and agency growth.

Our Process

We started by mapping out their entire workflow: client journey, sales process, marketing, internal project management, and financial tracking. From there, I built a centralized Notion workspace covering operations, marketing, and client delivery, all connected with simple dashboards and automations.

Deliverables

Included:

Full business operating system built in Notion

CRM to manage leads, deals, and clients

Sales pipeline and financial dashboard

Internal content management system

Projects and tasks database for client and internal work tracking

KPI tracking hub and weekly planning system

Company knowledge base (docs, SOPs, templates)

Client dashboard templates for onboarding & delivery

Public-facing website built in Notion

Personal HQ for the founder to manage focus, priorities, and personal tasks

Results

We rebuilt the full business operating system and launched it within 4 weeks. Everything is now organized in one streamlined workspace, instead of scattered across different pages and tools. The new setup created real clarity and focus on business goals, with fewer distractions and a clear structure for clients, projects, sales, and content. Visual design was a key priority, making the workspace both highly functional and visually pleasing.

What the Client Said

"Kiki rebuilt everything we needed behind the scenes to run like a real agency. It’s so much easier now to track our clients, content, sales, and projects, without jumping between a million tools. The new setup has been a game-changer for our team.”