Templates
Thirteen clone-and-go Notion shells I have shipped enough times to know they work. Clone-and-go if your team has the discipline. Book the audit if you want them wired into the rest of your workspace.
Meeting and Knowledge
Every meeting ends with a Notion page that holds the decisions, the owners, and the next actions. The Slack thread asking what did we agree does not appear.
The meeting ends. The tasks appear in the right project with the right owner. Nobody summarises on a call everyone already sat through.
Stand up a structured knowledge base from scratch. SOP, playbook, onboarding, post-mortem types, each with mandatory owners and a staleness audit built in.
A quarterly filtered view that surfaces every page untouched in 90 days. The workspace that removes pages is the workspace that stays usable.
Every new hire walks themselves through week one without a Slack DM asking where the SOPs are. A role-filtered view of your knowledge base.
Sales and CRM
The CRM you actually open. Seven pipeline stages that match how you sell, one Clients database, one linked Decisions database. No HubSpot. No hygiene meetings.
Every inbound lead lands scored, enriched, and routed to the right owner before anyone reads it. The founder only ever sees leads that scored above threshold.
A Notion-first outreach tracker where every message, reply, and booked call lives against one prospect row. The outreach tool does not own the history.
Replace the third-party portal with a filtered Notion view that only your client sees. Updates appear the moment you log work. No status emails.
Content and Creator
Turn intake into a formatted, branded brief the account team can actually review, signed off, and attached to the project it belongs to.
From intake to scheduled post in one workspace. Every draft carries the brief it came from and the approval it earned.
Ops and Leadership
The one view the team opens every Monday. Everything else is a rollup into it. No new tracking, just a surface on what you already have.
The Friday afternoon page that writes itself from the week rollups. The founder reads it on Saturday. Nothing gets sent.
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