notion workspace

Your semi-custom Small Business OS

UPGRADE now

How much productivity do you lose switching context during projects?

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. 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 had a place to plan, collaborate, execute, and support your work?

Just imagine a virtual workspace where 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 watched founders try to find the perfect solution. Switching to the hottest new app.

TELL ME MORE

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. Options include: Client Management, Content Management, Project Management, Talent Management, Vendor Management, and more. 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.

Get Started Now

Upgrade to your semi-custom Small Business OS

Very Important Business

vib day

$1500

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 includes anyone on your team using it.
Complete this during your VIB Day.

I’m ready

what to expect on your VIB Day

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. Review the functions of your new virtual office. Confirm 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.

theCEOffice - Leadership Small Business Coach - Melissa K Jones

Meet your 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.

🎧 listen to a client’s experience

Small Business OS is for you if:

  • You believe structure supports success.
  • You value standards for your business and adhere to them.
  • You’re willing to learn new practices.

Small Business OS is NOT for you if:

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

Upgrade your Small Business OS — and have it grow with you.

upgrade now

Frequently Asked Questions

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