How much productivity do you lose switching context or searching for something?
Does this sound familiar? —
DIFFICULTY COLLABORATING
Does your team, contractors, and vendors have access to the information they need to excel in their role? Miscommunication and inaccessible resources slow everyone down. Even more so when working remotely.FRAGMENTED WORK
How many apps do you use to complete a project? Where did you save the “how-to” process for this project? Where is the template you used last time?LACK OF OVERSIGHT
Can you see how the different parts of the business impact each other at-a-glance? Or do you have to piece all of it together? What is the status of projects? What metrics are important to you?
what if…
you have a place to plan, collaborate, execute, and support your work?
Imagine a virtual workspace where you could:
EASILY COLLABORATE
Share access without duplicating information. Segment by team or grant individual access.
IMPROVE VISION
Custom dashboard to summarize the information that matters most to you. Make better decisions with improved oversight.
REDUCE $UBSCRIPTIONS
One place for all your standard operating processes and templates. One place to manage and sync clients, projects, tasks, and vendors.
over the past decade
I watched founders try to find the perfect solution. Switching to the hottest new app.
introducing
Elevated Operating System
SEMI-CUSTOM INDIVIDUAL WORKSPACE
Investment: $1500
(3) Business Dashboards. Choose between: Client Success, Finance, Marketing, Operations, Talent Success, and more. Depending on need, features may include calendars, databases, templates, timelines, etc. Does NOT include data migration.
Naming Convention. Defines how you name, label, and categorize shared knowledge in your business.
Business Handbook. Home to your policies, processes, and templates. They’re cross-referenced, making it easier to execute and deliver a consistent level of service.
Branded Workspace. Resources grouped by business function for future growth and collaboration. Ability to grant access to contractors without duplicating work.
Add-on Support. Oversight and support while acclimating to new workspace. ($500/mo)
CUSTOM TEAM WORKSPACE
Investment: $7500 or $3000/mo
Custom Workspace. We will start with your top 3 business functions and build out from there. Depending on need, functions may include calendars, databases, templates, and timelines.
Naming Convention. Defines how you name, label, and categorize shared knowledge in your business.
Business Handbook. Home to your policies, processes, and templates. They’re cross-referenced, making it easier to execute and deliver a consistent level of service.
Branded Workspace. Resources grouped by business function for future growth and collaboration. Ability to grant access to contractors without duplicating work.
90-day Support. Oversight and support while building out your custom team workspace.
Are you ready to elevate your operating system?
3 Simple Steps to Start
1. SCHEDULE CALL
Schedule your initial video call. Then complete the questionnaire and include the email associated with your Notion account.
2. IDENTIFY TOP 3 NEEDS
Which areas of your business need the most support and structure?
Your answers help define the project roadmap.
3. VISIT THE ACADEMY
New to Notion? You’ll need to complete the Essentials Path* in the Notion Academy. *Applies to your team, too.
What to Expect During the Project
Project Launch
45-minute video call. Meet to discuss your needs, existing challenges, and gain clarity on the information shared during the initial call.
Midpoint Review
45-minute video call. Review the functions of your new workspace. Confirm it supports the workflow of your business.
Final Presentation
60-minute video call. Walk you through your new Elevated Operating System and workspace. Answer questions.
Which Workspace is Right for You?
SEMI-CUSTOM INDIVIDUAL WORKSPACE:
You are a freelancer, independent contractor, or sole proprietor.
You’re willing to apply structure to have creative freedom in your work.
You believe standards are part of providing quality service and define your brand. You believe structure supports success.
CUSTOM TEAM WORKSPACE:
You lead a team that may include employees and/or contractors.
You want to set your team up for success with access to the tools and resources they need.
You want a framework that you can grow into with your business.
Elevate your operating system — to grow with you.
MEET THE BUILDER
Hi, my name is Melissa
You might be wondering why I chose Notion. I’ve organized files since high school summers. Back when paper clips, manila file folders, and label makers were at their peak.
Like you, I used a variety of apps to build my business. I relied on Google Drive while using others for project management. Evernote, Keep, Asana, Basecamp, Slack, Dropbox, and ClickUp to name a few.
In March 2020, I started using Notion. Over the next year, I grew to appreciate how much it supports business needs for today and tomorrow. Using Notion to build my small business OS and act as a virtual office remains the ideal crossover between traditional and modern.
It’s a filing system and a hyperlinked internal website.
It’s a database and a catalog for knowledge management.
It’s a checklist and a dynamic timeline.
It connects the small pieces to the bigger picture.
It serves the analytic and creative functions of my business.
It’s form and function in one.
Having a small business OS and virtual office brings everything together making it easier to execute and deliver a consistent level of service to clients.
PREVIEW
Notion Tips
If you’re unfamiliar with Notion, grab a cup of coffee and watch these clips of previous templates.