Notion business system design and automation

Starting at

$

2,000

About this service

Summary

✔️ Custom Notion Workspaces – Built to match your agency’s workflow, from content planning to client management.
✔️ Client & Campaign Management – Track deliverables, feedback, and performance — all in one centralised hub.
✔️ Team Collaboration – Keep your team aligned with shared systems that boost clarity, speed, and accountability.
✔️ Automation & Training – Streamline daily tasks with smart workflows, plus training to get your team confidently onboard.

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 ?

    Because I don’t just build Notion systems — I build operational backbones that help social media agencies scale with clarity. I create fully custom workspaces designed around your workflows, automate the repetitive, align your team, and give you the tools to manage clients, campaigns, and growth — all in one place. You’ll save time, cut chaos, and finally run your agency like a well-oiled machine.

  • 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.

  • Who This Is For

    🚨 Overwhelmed agency owners working IN their business instead of ON it. 🚨 Stuck freelancers who want to finally step into the CEO role. 🚨 Ambitious founders tired of unpredictable revenue and inconsistent growth.

What's included

  • What You Get from Working with Me

    1. A Fully Custom Notion System Get a workspace tailored to your agency — built to manage leads, clients, tasks, projects, SOPs, and every moving part of your operation, all in one place. 2. Smart, Time-Saving Automations Automate your repetitive workflows so you can focus on growth, not admin. Includes: • Seamless client onboarding • Auto-generated emails, contracts & invoices • Payment and deliverable tracking 3. Scalable, Ready-to-Grow Infrastructure Build a system that grows with you — not against you. Includes: • Task dashboards that keep your team focused • A central knowledge base for SOPs and resources • Clear progress tracking for projects and KPIs 4. Hands-On Team Training Ensure everyone knows how to use the system with ease through guided sessions designed to boost adoption and confidence. 5. Smooth Implementation Support Get help embedding the system into your daily workflow — so nothing falls through the cracks during rollout. 6. Strategic Workflow Optimization Leverage best practices and expert insights to work faster, cleaner, and smarter inside Notion — for long-term results.


Duration

1 week

Skills and tools

Consultant

Design Systems Specialist

Operations Manager

Notion

Notion

Industries

Social Media

More services

STARTING AT

$50/hour

hourly rate