Notion: Business Operating System

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About this service

Summary

This is the ultimate all-in-one Notion Business Operating System designed for startups, agencies, and small businesses. If you’re tired of managing multiple tools for project tracking, CRM, HR, and finance, this system will help you centralize everything in one efficient workspace. Fully customized to fit your business needs.

Process

1️⃣ Kickoff Call – Understanding Your Needs
We’ll start with a 30-60 min consultation call (or a detailed form if you prefer async) to discuss your goals, pain points, and what you want to achieve with Notion. I’ll also suggest best practices based on your industry.
2️⃣ Workspace Review & Strategy (If Applicable)
If you already have a Notion setup, I’ll analyze what’s working and what’s not. If we’re starting from scratch, I’ll draft a workspace strategy based on your needs, ensuring a smooth and efficient system.
3️⃣ Initial Build – Bringing the Structure to Life
I’ll create the first working version of your Notion system, focusing on functionality, structure, and automation. This includes setting up databases, dashboards, and workflows tailored to your workflow.
4️⃣ First Review – Testing & Feedback
You’ll explore the system and give feedback. We’ll check if everything feels intuitive, aligns with your workflow, and tweak any necessary adjustments before refining further.
5️⃣ Refinement & Enhancements
Based on your feedback, I’ll enhance the system, adding missing features, improving usability, and optimizing automation. At this stage, I also work on the efficiency and navigation of the workspace.
6️⃣ Final Review – Last Adjustments
Before the handover, we’ll do a final walkthrough to ensure everything works perfectly. This is your chance to request last-minute tweaks before we finalize the system.
7️⃣ Tutorials, Walkthrough & Handover
I’ll provide video walkthroughs, written guides, and a live session (if needed) to ensure you and your team can use and manage the system effectively. I’ll also be available for a limited period of post-handover support in case you need minor adjustments or clarifications.

What's included

  • ✅ Main Business Dashboard

    A central hub that connects all key areas of your business.

  • ✅ Task & Project Management System

    A complete system for tracking projects and tasks.

  • ✅ Client & Sales Pipeline Tracker

    Manage leads, deals, and follow-ups efficiently.

  • ✅ Finance & Invoicing System

    Keep track of revenue, expenses, and invoices.

  • ✅ HR & Team Management System

    Includes availability tracking, leave requests, and learning management.

  • ✅ Docs & Knowledge Hub

    Store SOPs, agreements, pricing templates, and more.

  • ✅ Automation & Button System

    Custom buttons to speed up workflow and reduce manual work.

  • ✅ Tutorial & Walkthrough

    Full guidance on how to use and customize the system.


Skills and tools

Business Owner

Project Manager

Systems Auditor

Notion

Industries

Business Development
Creative Agency
Personal Branding