Notion business system design and automation

Edun Kerry

Starting at

$

1,500

About this service

Summary

✔️ Custom Notion Workspaces: Built to fit your business needs – from task management to CRM. 
✔️ Systems for Coaches: Manage clients, courses, and business analytics in one place.
✔️ Team Solutions: Create collaborative spaces that connect your teams and keep everyone aligned.
✔️ Automation and Training: Save time with workflows that run smoothly, plus training to help you and your team thrive.

Process

Streamlined operations System: 1 week Implementation Plan
Phase 1: Workflow Definition
• Private workshop to map out your entire pipeline—from lead entry to service delivery.
• Define key steps, identify automation opportunities, and align everything with your business goals.
Phase 2: System Implementation
• Build a Notion-based system to manage leads, clients, tasks, projects, and SOPs.
• Set up automations for client onboarding, emails, contracts, invoices, and payment tracking.
• Install infrastructure for progress tracking, SOP organization, and team collaboration.
Phase 3: Training & Support
• Hands-on training to ensure you and your team can confidently use the system.
• Ongoing support to integrate it into daily operations.
• Best practices guidance for long-term efficiency.
Key Outcomes
✔ Save Time: Automate repetitive tasks so you can focus on growth.
✔ Scale Efficiently: Serve more clients without increasing workload.
✔ Stay Organized: Centralized system keeps everything accessible.
✔ Empower Your Team: Clear processes eliminate confusion and bottlenecks.

FAQs

  • Do you offer ongoing support ?

    Yes i offer ongoing support packages to ensure that your Notion setup and automations continue to function smoothly as your business evolves

  • Why should we work with you ?

    I’m fully confident that what I do is unique and irreplaceable. I don’t just build Notion workspaces—I create custom, automated systems designed for your business’s exact needs. I’m not sure if there’s even a competitor offering this level of deep customization, hands-on implementation, and ongoing support.

  • How long does a typical project last ?

    The timeline for a project depends on its complexity. A basic Notion setup might take a few days, while a full-scale automation project could take several weeks. I provide a detailed timeline after an initial consultation

  • Can you help with existing Notion setups ?

    Absolutely! I can audit your current Notion workspace, identify areas for improvement, and implement advanced automations to enhance its efficiency.

  • How do you ensure the security of my data ?

    I prioritize data security by following best practices, including using secure connections and managing access control. I also provide guidance on how to maintain security within your Notion workspace

  • What will be needed from us

    This is a complete DFY service: Notion set up, automations set up, breakdown of your systems, data tracking, and process handling. From you, i simply require you to fill out a form and jump on a couple of calls so i can understand the ins and outs of your business.

What's included

  • What You Get from Working with Me

    1. Custom Notion System • A tailored Notion workspace designed to manage your entire pipeline: leads, clients, tasks, projects, SOPs, and more. 2. Smart Automations • Automated workflows to handle repetitive tasks, including: • Client onboarding • Email notifications • Contract and invoice generation • Payment tracking 3. Scalable Infrastructure • A structured system to track progress, organize SOPs, and streamline collaboration, including: • Task dashboards for team members • Centralized knowledge base • Progress tracking tools 4. Hands-On Training • Interactive training sessions to ensure you and your team are comfortable using the system effectively. 5. Implementation Support • Assistance in integrating the system into your daily operations, ensuring a smooth transition. 6. Best Practices & Strategic Guidance • Expert recommendations to optimize your workflow and maximize efficiency in Notion.

Example projects

Designing Tailored Notion Systems for Coaches

Streamlined Business Operations through Low-Code Solutions

Revolutionizing Team Efficiency with Notion

Duration

1 week

Skills and tools

Project Manager

Consultant

Design Systems Specialist

Notion

Notion

More services

Notion training

Example projects

STARTING AT

$50/hour

hourly rate