Notion: Bespoke Business Operating System

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About this service

Summary

I help you transform your business chaos into streamlined efficiency with a fully customized Notion operating system tailored to your unique needs from sales to onboarding.
From managing clients and content to financial tracking and project workflows, this all-in-one system automates tasks and saves you time, letting you focus on growth. With hands-on support at every step, you’ll feel in control, confident, and ready to scale without burnout.

FAQs

  • My business is fairly small. Do I even need this?

    If you want to grow your revenue, absolutely! Having a solid, customized system in place allows you to work smarter, not harder. You’ll have everything from client management to financial tracking at your fingertips, giving you more control and less overwhelm as you grow.

  • What if I don’t have a team yet?

    No worries! The system is built to scale as your business grows. Whether you're a solopreneur or have a team, this system is adaptable to your needs, and the training ensures that you can manage it on your own until you're ready to add more team members.

  • I’ve tried other tools like this before and they didn’t work for me.

    This is different because it’s not a one-size-fits-all solution. Your Notion workspace will be custom-built based on how you work, ensuring it aligns with your specific needs and processes. It’s designed to grow with you and adapt to your business.

  • How do I know this service will actually help my business?

    This system is built with one goal in mind: to eliminate chaos and improve efficiency so you can focus on growing your business. I work with you every step of the way to ensure it’s designed to make a real difference for you.

  • How much support will I get after the workspace is built?

    You’ll receive in-depth training on how to use the system and a recorded session for future reference. Plus, I offer ongoing support to make sure you’re comfortable and confident with your new setup, and I’m always available to assist if you need help down the road.

What's included

  • Kickoff Discovery session

    A 90-minute call diving deeper into the operations of your business, including: sales, client, and project workflows; content management needs; financial tracking; team delegation, SOPs, etc.

  • Custom Notion Workspace - Bespoke

    A fully customized and integrated Notion workspace tailored to your unique business strategy. Key systems include, but not limited to: client CRM and pipeline management, content management, task and project management, financial dashboard, analytics dashboard, SOP hub, team management system and client portal

  • 2 Midpoint Review Sessions

    Two progress check-ins to refine and adjust the workspace as needed

  • Wrap-Up Training Session (2 hours)

    Full walkthrough and in-depth training on the new operating system. Can be scheduled for one call, or separated into 2 sessions. Recorded for future team onboarding and reference.

Recommendations

(5.0)

Maceo Owens • The ERG Movement

Client • Dec 21, 2024

Couldn't be happier with my experience working with Lo! Incredible and I'm looking forward to continuing to work together!

Lo really got our brand. And she got it quickly! She required very little onboarding time and one of her strategies was rooted in finding percolating 'questions' that our brand was uniquely fit to answer while competently putting our brand's content into more current communication styles that helped us be heard with more credibility and connection. Weekly meetings were always warm, professional, incredibly clear and distilled to a refreshing level of intention.


Skills and tools

Brand Strategist
Project Manager
Systems Audit
Notion

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