A Notion operating system to organize an early-stage business and work with freelancers
Jason was starting his business and needed a Notion system to coordinate work with his freelance collaborators. During the sessions, projects, priorities and sales management were organized in a connected structure with a work dashboard.
The starting point.
Jason was starting his own business and working with several freelance professionals. He needed a shared environment to organize projects, track priority work and retain sales context without separating collaborator coordination from the business's day-to-day organization.
How we did it.
Databases for clients, sales and products were configured, along with views for the pipeline and work organization. Priorities and navigation between pages were added to make everyday use easier, with support during the sessions.
What changed.
Connected sales management
Clients, sales and products organized through related databases.
Work dashboard
Access to priority tasks, projects and sales activity from a main page.
Task prioritization
Work classified and sorted by priority.
Practical support
Configuration carried out during the sessions, with supporting tutorials provided.
Tools used
More case studies
Other teams that chose a more organized way of working.
Let's talk.
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