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Client Projects

E-commerce Company Operating System

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Before

• Company information scattered across multiple tools: Google Docs, local and cloud based spreadsheets and email.
• Recurring company management processes not documented.
• Team members lost track of internal project tasks and deadlines.
• Lack of organizational frameworks and best practices in existing Notion workspace.

After

• Company documents and resources centralized in a Knowledge database containing all SOPs, templates and reference documents.
• Step by step SOP template and recurring database templates implemented.
• Central task management database on home page for easy visibility across team.
• Master databases created for each core workflow along with team dashboards. </aside>

• View additional workspace photos

Personal Trainer Client Onboarding System

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Before

• Client information gathered via Google Form and Google Sheet but additional notes were disconnected in multiple Google Docs and Apple Notes.
• Struggling to quickly capture new information.
• No process to track membership duration and client growth.

After

• All client data centralized in one location.
• Notion buttons added to home page for quick entry of information to databases.
• Formulae to track membership duration and client status based on membership start date.
• Line graph created to track new clients per month. </aside>

• View additional workspace photos

Project Management Hub

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Before

• Projects took longer than estimated to be completed and deadlines were missed.
• Work felt messy as team members were wasting time searching for information needed to complete tasks.
• Manual creation of key project documents with each new project: proposal, communication plan and project plan.

After

• Single source of truth for all team projects created along with dashboards for key stakeholders and each team member.
• Automated reminders and notifications set up.
• Project tasks are directly linked to relevant documents and resources required to execute work efficiently.
• Automated templates generate project plans instantly, ensuring consistency and saving time. </aside>

• View additional workspace photos

Personal Workspace Refresh

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Before

• Used the sidebar for navigation making it difficult to find important pages → wasted time and a cluttered workspace.
• Important information for different life areas were nested within multiple pages, making it hard to get a clear overview of the workspace.
• Lack of organizational frameworks and best practices in existing Notion workspace.

After

• A well-structured home dashboard with clear navigation provides quick access to key pages, reducing reliance on the sidebar.
• Custom dashboards for main life areas.
• Master databases created for each core workflow. </aside>

Demo Projects

Non-profit Operating System

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View the project brief here.

View the live workspace here.

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