notion workspace

Your semi-custom Small Business OS

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what if…

you had a virtual office where you could plan, collaborate, execute, and reference your work?

How much time are you losing switching between tabs and tasks?

DOES ANY OF THIS SOUND FAMILIAR? —

  • Difficulty Collaborating. Does your team, contractor, and vendors have access to the information they need to excel in their role? Miscommunication and inaccessible resources slow everyone down.
  • 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?

Work doesn’t have to be chaotic. Just imagine if you could:

Easily Collaborate

Share access without having to duplicate 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 frequently saw founders switch apps, and face the same problems. There is a solution.

TELL ME MORE

This solution is for you if:

  • You’re willing to acknowledge structure supports success.
  • You’re willing to create standards for your business and adhere to them.
  • You’re willing to commit to new practices.

This solution is NOT for you if:

  • You believe creativity means no constraints.
  • You enjoy recreating the wheel with every new project or client.
  • You want to stay in an operator role instead of an owner role.

Introducing

Small Business OS | Virtual Office

the CEOffice - Semi Custom Small Business OS Virtual Office
*this is for demonstration purposes only

In the Small Business OS, you’ll receive:

  • (3) Business Functions. Choose between: Client Management, Content Management, Project Management, Talent Management, Vendor Management, and more. Depending on the need functions may include calendars, databases, templates, timelines, etc.
  • Naming Convention. Defines how you name and categorize shared knowledge in your business.
  • Standard Operating Framework. This stores your policies, processes, and templates and cross-references each other. Making it easier to execute and deliver a consistent level of service.
  • Themed Teamspace. Group resources by business function for better collaboration and teamwork. Then grant access to employees and contractors without duplicating work.

3 SIMPLE STEPS TO START

Are you ready to upgrade your Small Business OS?

1

Schedule VIB Day

Schedule your initial 45-minute video call. The day will be blocked for your Very Important Business. You and your primary admin, if applicable, will be available for the day.

2

Complete Prep Work

Complete prep work 48 hours before your VIB day. Prep work includes answering questions about your business and sharing files to build your semi-custom Small Business OS.

3

Visit the Academy

If you’re new to Notion, you’ll need to complete the 101 Introduction. This also applies to anyone on your team using it.
I recommend doing this during your VIB Day.

Get Started Now

Upgrade to your semi-custom Small Business OS

budget-friendly

2 Payments OF

$800

Select this plan
most popular

Pay in full

$1500

Select this plan

VIB Day Timeline

Initial Discovery

45-minute video call. Meet to discuss your needs, existing challenges, and gain clarity on information shared with the initial application.

Midpoint Review

45-minute video call. Meet to review the functions of your new virtual office. Confirm that it supports the work of you and any team members.

Final Presentation

30-minute video call. Walk you through your new semi-custom Small Business OS and virtual office. Answer additional questions.

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 both a filing system and a hyperlinked internal website.
  • It’s both a database and a catalog.
  • It’s both 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.

🎧 listen to a client’s experience

You can have your ideal Small Business OS — and have it grow with you.

upgrade now

Frequently Asked Questions

You’ll pay $800 at the time of booking. You’ll then receive an email confirmation 3 days before your initial session. The email will include a link for the final payment of $800. Payment in full is due 48 hours before your session.

You’ll need to complete your prep work before the call. If the prep work isn’t incomplete, the call will be rescheduled.

You and your primary admin. It is critical to have key team members involved in the building process. If you don’t have an admin, it’s not necessary.

You will receive one round of revisions. They are limited to the VIB day and will occur between Midpoint Review and Final Presentation.

  • Notion Subscription. Please create a paid account, here. I am an affiliate. There are multiple plans to choose from. I use the Plus plan.
  • Training. Please reference the Notion Academy for the most current courses and guides.
  • Troubleshooting. Please reference Notion Help Center for the most current resources or use the chat bubble in the bottom right corner of your window.

Due to the number of continuous software updates, your best option is to go directly to the developer.

Additional pages can be included contingent upon an accepted quote and separately paid invoice.

PrevieW

Notion Tips

If you’re unfamiliar with Notion, grab a cup of coffee and watch these clips of previous templates.

play clips