I build scalable Notion systems for businesses. | Notion Consultant | Founder Fortuna Design Co

Mike Mauricio

문서가 여기 저기 흩어져 있으면 관리하기도, 최신 버전으로 유지하기 어렵죠. Notion 템플릿으로 간편하게 정책 모음, 조사 결과, 크리에이티브 브리프 등을 관리해 보세요.

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문서 

Notion의 영업 템플릿으로 영업 절차를 가속화하세요. 잠재 고객을 트래킹하고, 고객 관계를 관리하고, 거래를 보다 효과적으로 성사시킬 수 있어요. 목표 달성과 성장에 전념하는 영업 전문가와 팀에 적합한 템플릿입니다.

shopping-cart

영업

캠페인 기획, 콘텐츠 캘린더, SEO 트래킹, SNS 관리를 위해 고안된 Notion의 다양한 템플릿으로 마케팅 전략을 강화하세요. 팀과 개인을 위해 맞춤화된 툴을 통해 워크플로를 간소화하여 효율성을 높이고 성장을 도모할 수 있어요. 마케팅과 비즈니스 성장에 혁신을 가져올 템플릿을 살펴보세요.

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마케팅

워크스페이스의 혁신을 주도하세요.

업무에서 최적의 효율성을 달성하고 공동 작업을 할 수 있도록 엄선했습니다.

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업무

여름 스타터 팩

학생들이 학업에서 목표를 이룰 수 있도록 학생의 니즈에 맞춰 만들었습니다.

school

학교

더 체계적이고 생산적이며 충만한 라이프스타일을 만들어가세요.

potted-plant

라이프

The Building a Career Ladder template is a structured framework that outlines progression paths within an organization, detailing the skills, experiences, and achievements required for career advancement.

Build a Career Ladder

The Workflow Audit provides a comprehensive framework for analyzing and optimizing an organization's workflows in Notion.

Workflow Audit

The Value Map is a strategic tool designed to help businesses align their goals with potential solutions, providing a structured approach to evaluate and implement new tools or services. 

Value Map

Customer Effort Score (CES) is a metric used to measure the ease with which customers can interact with your business to achieve their goals. This template is designed to help you measure CES Scores effectively across your customer base.

Customer Effort Scores

This template is designed to help businesses track and analyze customer feedback effectively. It allows teams to record, categorize, and visualize customer sentiments, enabling data-driven decision-making and improved customer satisfaction.

Customer Sentiment

The Renewal Playbook is designed to streamline the client renewal process. The playbook provides a structured approach to managing renewals, ensuring consistent communication and follow-up with clients.

Renewal Playbook

Our Digital Sales Room Template provides a dedicated Notion space for sales teams to present information, proposals, and resources to prospective clients in an organized, engaging format.

Digital Sales Room

The Customer Satisfaction (CSAT) template is designed to help businesses measure and improve customer satisfaction.

Customer Satisfaction Score

The Client Portal offers businesses a centralized Notion page to manage and share all client engagement details.

Client Portal

The Net Promoter Score (NPS) template is a guide for measuring and analyzing customer loyalty.

Net Promoter Score

The Value Matrix is an upgraded version of the traditional value ladder, designed to provide businesses and creators with a more comprehensive and flexible framework for structuring their offerings.

Value Matrix

The Discovery Memo template is designed to facilitate effective client discovery ahead of meetings.

Discovery Memo

This template is designed to help businesses find and hire top talent through a structured and effective approach. It outlines a recruitment and hiring process, focusing on attracting qualified applicants, efficiently screening candidates, and ensuring a strong fit.

Hiring Process Outline

Save time in creating professional case studies, maintain consistency in your marketing materials and effectively communicate your successes to potential clients! This template offers three variations (V1, V2, and V3) of a structured approach for creating compelling case studies.

Case Study Frameworks

This template outlines a step-by-step process for conducting fair and accurate performance reviews, ensuring consistency across the organization while promoting employee growth and development.

Create an Annual Review Process

The Sales to CS Handover doc outlines the process on how the Sales team transitions accounts over to the Customer Success team once the sales process has been completed. 

Sales to Customer Success Handover

This template is designed to help businesses evaluate and improve their services based on client feedback. This structured interview system consists of three categories, each containing 5 questions focusing on service effectiveness, communication, and value differentiation.

Client Performance Review (CPR)

Designed to help teams create an efficient and well-organized Slack workspace. This template provides a blueprint for structuring your Slack channels, ensuring smooth communication and collaboration as your team grows. 

Build Scalable Slack Structures

The Employee Self Assessment template is designed to facilitate employee reflection on their achievements, areas for improvement, and future goals. It provides a structured approach for employees to evaluate their performance and align with company objectives.

Employee Self Assessment

This template is designed to ensure a smooth transition and positive lasting impression when concluding client engagements. It outlines a structured process for wrapping up projects, collecting feedback, and maintaining professional relationships.

Client Offboarding Checklist

The "Post-Mortem" template is designed for evaluating client implementations, focusing on assessing successes and areas for improvement.

Implementation Post-Mortem

The Client Onboarding Process template is designed to streamline and simplify the process of bringing new clients into a business. It includes structured steps and guidelines to ensure that all necessary information is captured and that the client feels welcomed and informed.

Client Onboarding Process

The Account Plan outlines the strategy for managing and growing a client relationship. It covers the key parts of client relationship management including client information, account history, current state assessment, SWOT analysis, and strategic goals.

Account Plan

A Workspace Refresh helps ensure that documents are easily accessible, permissions are properly managed, and the overall user experience is optimized. As your team continues to collaborate and create more content, maintaining an organized workspace becomes crucial for efficiency.

Workspace Refresh Guide

This document outlines the entire system for developing and executing a successful company wide Employee Review Process. It outlines the steps needed to efficiently evaluate employee performance using a wide variety of sources.

Employee Review Process

NODE is a Business Operating System. It's a framework built to be the central hub for all of your organizations knowledge. Connecting systems and enabling teams to get the most out of their work by making all of the most important information accessible to everyone, all the time.

NODE - Business OS

This all-in-one template is designed to help Account Managers track, organize, and optimize everything related to their book of business. Including accounts, renewals, tasks, projects, meetings, documents and template resources.

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