Services
Everything from a one-off audit to an ongoing systems partnership. Each engagement starts with a short scoping call so the work fits how your team actually operates.
OFFERINGS
Notion Workspace Audit
A fast, expert audit of your workspace with a clear fix list and immediate upgrades you can apply today to lift team productivity and system scalability.
— Full review of your databases, relations, and views
— A prioritized fix list — what to keep, cut, or rebuild
— Quick wins you can apply the same day
— A short walkthrough of the findings
Ideal for: Teams already on Notion whose setup has grown messy or slow.
CRM + Client Portal Build
A clean, scalable CRM and simple client portal so you can track clients, sessions, assets, and follow-ups in one place — with page-level access so each client only sees their own data.
— Client and deal pipeline with clear stages
— Session, asset, and follow-up tracking
— Client portal with page-level permissions
— Templates for repeatable client workflows
Ideal for: Consultants and agencies managing multiple clients.
Project Management System Build
A tailored PM system that makes work visible, assignable, and shippable — with the views your team will actually use.
— Projects, tasks, and owners in one connected system
— Board, timeline, and priority views per role
— Recurring workflows and templates
— Reporting that surfaces what’s stuck
Ideal for: Teams whose projects live across scattered tools and chat.
Automation & Integrations — Make.com & n8n
Reliable automations that capture leads, create tasks, send follow-ups, and keep your databases in sync — built in Make.com or n8n, with Notion as your single source of truth.
— Lead capture and routing into Notion
— Two-way sync with your other tools
— Automated task and follow-up creation
— Custom Make.com / n8n scenarios with error handling
Ideal for: Teams losing hours to manual copy-paste between apps.
Notion Customer Agents Build
Custom Notion Customer Agents that answer questions, take actions, and work inside your workspace — connected to your data and your workflows.
— An agent scoped to your workspace and data
— Custom tools and actions the agent can run
— Guardrails and tested, predictable behavior
— Handover docs so your team can maintain it
Ideal for: Teams ready to put AI to work on real operations, not demos.
Fractional Notion Systems Partner
Ongoing systems leadership: strategy, builds, training, and continuous optimization to keep your workspace aligned as you grow.
— A monthly systems roadmap
— Ongoing builds and improvements
— Team training and documentation
— Priority support and continuous optimization
Ideal for: Founders and teams who want a systems partner on retainer.