Notion consulting

One Notion workspace your whole team actually uses.

We turn scattered tools, spreadsheets and half-built workspaces into one system: a single source of truth, team views built around your rituals, and a personal dashboard for every person.

Notion Consulting PartnerNotion Consulting Partner5.0 on the Notion Marketplace

Most teams don't struggle because they lack tools. They struggle because nothing has a clear home.

Without structure, even a good tool slowly turns into noise.

Nobody can find anything

Databases live in private pages, teamspaces multiply, and the same information exists in three places.

No shared language for work

Every team tracks projects its own way, so tasks bleed across boards and nobody sees the whole picture.

It worked, then it went stale

The workspace looked great at launch. Six months later it's noise, and people quietly went back to spreadsheets.

The framework

One source of truth, three ways to see it.

Every workspace we build has three layers. They all read from the same databases, so nothing is ever duplicated. Update something once and it changes everywhere.

01

Centralisation

The engine room

Every core database (projects, next actions, notes, clients, SOPs) lives in one place, with owners and review dates. Access is managed once, and nothing disappears when someone leaves.

02

Collaboration

The meeting room

Filtered views of the same data, built around the rituals your teams already run: the Monday meeting, the sprint review, the pipeline check-in. You collaborate on context, not raw data.

03

Personalisation

The daily driver

A private dashboard for each person, showing only their projects, next actions and notes. It's where people spend most of their day, and it's what keeps the whole system current.

Why personal dashboards matter most: when each person runs their day from their own dashboard, they keep their projects and actions up to date without thinking about it. That keeps the central databases accurate for everyone else.

Built on Getting Things Done

A method, not just a tidy workspace.

Underneath every build is the Getting Things Done methodology, adjusted to how much your team wants. It gives everyone the same language for work, which is what keeps a workspace alive after launch.

Projects

Anything that takes more than one step. Named as the finished outcome, with one owner, so everyone knows what done looks like.

Next actions

The single, specific step that moves a project forward. One owner, one due date, always linked to its project.

The weekly review

Thirty minutes a week to ask one question: is the right work happening? It's the habit that stops a workspace going stale.

How we work

From first call to a workspace your team runs on.

  1. Step 1

    Discover

    We map how your business actually runs: the tools, the handoffs, the rituals and where information gets lost.

  2. Step 2

    Centralise

    Every core database moves into one home. Existing pages keep working, so nobody's day is disrupted.

  3. Step 3

    Collaborate

    We build team views around the meetings you already hold, with templates and intake forms where work arrives.

  4. Step 4

    Personalise

    Each person gets a dashboard for their own work, starting with a pilot user so it fits how people really work.

  5. Step 5

    Train and hand over

    A guide written for your workspace, team training and a named internal owner. The goal is to teach, not just build.

Starting fresh

Small teams with little or no Notion structure

A fixed-scope foundational build over four to six weeks, with weekly check-ins and training in the final week.

Untangling bloat

Larger teams with a workspace that's grown out of control

An audit and stakeholder interviews first, then the foundation, then team enablement sessions and office hours through rollout.

After the build, you own it. If you want more, we can scope a follow-on project, hold monthly check-ins, or support you on an ongoing basis.

AI

Foundations first, AI second.

Most teams expect AI to work on top of whatever they already have. It doesn't. Once your information is structured and connected, Notion AI can actually reason across it.

  • Meetings transcribed, summarised and turned into owned next actions, reviewed by a person before they're committed.
  • “Catch me up on this project” answered from the notes, tasks and clients it's related to.
  • AI instructions and protocols that tell Notion AI how your business works, so its output follows your process.

Built in Notion

The same framework, in very different businesses.

How hear.com replaced manual sales exports with a live performance dashboard

hear.com's South African sales team relied on manual exports from Salesforce into Google Sheets, inside a Notion workspace that had grown without structure. We built an automated Sales Advancement Framework that feeds live performance dashboards, then rebuilt the wider workspace function by function around one shared structure.

Read case study

How Atlas rebuilt a month-old Notion workspace in four weeks, before a hiring push

Atlas, a Canadian healthcare marketing agency, had moved into Notion a month earlier and the workspace was already cracking. We rebuilt it in four weekly phases, centralising every database, redesigning the Work Back Schedule and giving each person their own dashboard, ahead of an autumn hiring push. Phase 2, bringing ad campaign data into the workspace, is now live.

Read case study

How Offerpad scaled one person's system to four lines of business in four weeks

Offerpad's Director of Operational Excellence had designed a strong project management system that only she could use. We centralised it in Notion and extended it to four lines of business, an executive team and a product team, with AI skills on top, in four weeks against a fixed COO deadline.

Read case study

How SUNiCE got the inventory system it never had

SUNiCE had no inventory system when we started. We built one from scratch in Notion, covering raw goods, production and distributor orders, and designed it from day one as a repeatable template for other manufacturing and assembly businesses.

Read case study

What clients say

5.0 on the Notion Marketplace.

“The structure of our databases and the ability to use AI to query them has been a complete game changer.”
Daniele MerriweatherDirector of Operational Excellence, Offerpad
“Your ability to understand our organization in a couple of calls is really impressive... it feels like you have a deep understanding already.”
Garrett O’NeillCo-Owner, Atlas
“His ability to translate complex ideas into intuitive, engaging, and visually appealing systems is exceptional.”
Robyn StonePeople Manager, hear.com
Read all reviews on Notion

Free template

Start with Project Management 101.

The same foundation we start every client build from. Duplicate it into your workspace and try the method yourself.

Frequently asked questions.

Let's look at your workspace together.

A short call to understand how your team works today and whether we're the right fit.

Book a call