Notion Consultant

Notion Consultant – Using Notion for the first time

Notion Consultant – Notion Setup & Training

If you’re looking to bring Notion into your business, you’re in the right place. I help teams set up and actually use Notion in a way that makes sense – without the overwhelm.

Notion is a powerful tool, but it can feel like a blank canvas. Most people get stuck early, unsure where to begin or how to make it all work together. That’s where I come in.

I provide hands-on support for:
• Account and workspace setup
• Templates, dashboards and CRM systems
• Custom databases for projects, clients, or internal processes
• In-depth training for individuals and teams

We start by understanding what you’re trying to achieve, and then we map that into a Notion structure that actually reflects how your business runs – not just how the tool wants to work.

I’ve built systems in Notion for:
• HR and employee onboarding
• Client and project management
• Content calendars and marketing workflows
• Bug tracking and internal knowledge bases
• Product and Service Tracking
• Business Operating Systems in Notion

The real strength of Notion is in linking everything together. As a Notion Consultant I’ll show you how to connect data, streamline your workflows and make everything accessible in one place.

And it’s not just about building a clever setup – it’s about making sure your team understands it, can maintain it, and actually wants to use it.

Whether you’re a solo founder or a team of 50, I tailor everything to your needs – so you get a solution that works today and scales for tomorrow.

If you want to get up and running with Notion properly, save time, and reduce chaos – this is where we start.

Notion Consulting – Notion Integration

Linking Notion to other business systems

Already using other tools in your business? Your CRM, website backend, or internal software? Good – you don’t need to start from scratch.

As a Notion Automation Consultant, I specialise in connecting your existing systems to Notion. The goal is simple: make everything work together seamlessly, reduce duplication, and simplify the way your business runs day to day.

Using tools like Zapier and Make, I can integrate Notion with hundreds of popular apps – from your CRM and email marketing software, to file storage, calendars, or customer support platforms.

Examples of what we can do:
• Sync client details from your CRM directly into a Notion database
• Automatically create tasks in Notion when a new order or enquiry comes in
• Link operational tools to project dashboards so your team sees everything in one place
• Trigger follow-ups, status changes, or notifications automatically

This kind of automation removes the manual work that slows things down and increases the risk of error. It means fewer spreadsheets, fewer repetitive tasks, and a clearer view of what’s happening across your business.

We start with a simple chat to understand your current tools and workflows. Then I map out how Notion can sit at the centre – pulling everything together without creating more complexity.

If you’re curious about what’s possible, or wondering how to make your existing setup more efficient, book a free consultation and let’s talk through it.

No pressure. Just a straightforward conversation about whether this kind of integration makes sense for your business.

Notion Consultant

The Notion Business Operating System

Are you running a successful service business but feel overwhelmed by the day-to-day tasks? The Business Operating System is designed specifically for service-based businesses who are ready to scale without burning out.

This 90-day, done-for-you service transforms your operations from reactive and disorganised to calm, structured, and scalable. I will build you a fully customised operating system using tools like Notion or Airtable, tailored to your unique workflows.

You’ll gain clarity across critical areas like marketing, sales, client onboarding, service delivery, operations and customer support. With automated processes, streamlined dashboards, and clearly documented workflows, you reclaim your time, reduce stress, and create the foundation for sustainable growth.

Whether you’re a consultancy, agency business, or creative entrepreneur, the Business OS helps you scale with confidence. Say goodbye to dropped balls, team confusion, and manual tasks. and say hello to a business that runs smoothly, so you can focus on what truly matters.

Why It Matters

Every growing business eventually hits a tipping point where success brings complexity and complexity leads to chaos. Without streamlined systems in place, even the best service-based businesses can struggle with missed deadlines, team miscommunication, and mounting inefficiencies.

The day-to-day grind of managing everything manually, from client onboarding to project delivery, leaves little room for strategy, growth, or even breathing space for the founder.

This is where the Business Operating System becomes so valuable. By centralising your operations into a tailored, easy-to-use platform, it gives you the clarity and structure to scale sustainably. Automating repetitive tasks, organising workflows, and aligning your team are more than just operational upgrades, they’re the foundation for long-term growth and profitability.

When your business runs smoothly, your clients feel the difference. They experience seamless onboarding, clear communication, and consistent delivery of services. Your team feels empowered, knowing exactly what needs to be done and when. Most importantly, everyone can regain control of their time and the ability to focus on driving the big-picture vision.

The Notion Business Operating System isn’t just about efficiency, it’s about transforming chaos into calm and creating a business that thrives without burning out its people.

Notion Consultant – Scaling Teams in Notion

Managing Projects, Tasks and Teams in Notion

One of Notion’s most powerful features is how it lets you manage projects and tasks in a way that fits you – not the other way round. Unlike many rigid tools, Notion gives you full flexibility to design your own project management system. Whether you’re starting from scratch or working with one of the many pre-built templates, I can help you build something that works for your team.

As a Certified Project Manager and Notion Consultant, I bring both technical setup and real-world project experience to the table. I’ve used all sorts of tools over the years – Asana being a big one. In fact, I used to rely on it for everything. But since switching to Notion, I’ve migrated all my work across and haven’t looked back.

Notion gives you the power to:
• Customise task boards, timelines and dashboards
• Link projects to your CRM, knowledge base, or team wiki
• Track deliverables, deadlines and team workload in one place
• Build a central workspace that keeps everything connected

If you’re already using tools like Asana, the good news is that Notion can integrate directly with them – so you don’t lose what you’ve already built.

I’ll help you design a system that’s clear, collaborative and easy to manage. One that fits how you and your team already work, while introducing just the right level of structure to keep things moving.

If you’re looking for a smarter, more flexible way to manage your projects – Notion might just be it.

Let’s talk about what Notion could look like for your business.