All-in-one business planner

This ultimate Notion Business Planner Template will boost your productivity and is perfect for small business owners, freelancers, and product and service-based businesses. With the intuitive Notion dashboard, you will be able to plan your marketing, content creation, clients, projects, tasks, finances, and much more.

This template includes:
DASHBOARD WITH
• Access to all pages
• Notification center
• View of active projects
• View of active clients
• View of contacts with follow-up to do
• View of current priorities
• View of this week's tasks
• View of schedule

SECTION MY BUSINESS
• Business description
• Contact info & links
• Ideal client
• Brand assets
• Offers

PLANNING
• Schedule
• Meetings (with note-taking and template)
• Tasks
• Goals
• Projects
• Yearly planning
• Ideas
• Habit tracker
• Routines

FINANCES
• Subscriptions
• Time tracking
• Work-related travel
• Clients invoices
• Business income & expenses
• Returns & exchanges
• Inventory
• Orders
• Estimates

MARKETING
• Social media planner (content calendar)
• Duplicable templates for posts
• Covers platforms: Instagram, Facebook, YouTube, TikTok, Pinterest, Blog, Newsletter, Twitter, LinkedIn, Podcast
• Pages for each platform, including platform info, goals, content, analytics, notes & resources
• 65+ post ideas to personalize and use
• Inspiration
• Platforms
• Content pillars
• Social media routine (with suggested routine)
• Hashtags & SEO keywords
• Important days
• Audio list for Reels & Shorts
• Hook & Call-to-action ideas
• Statistics
• Advertising (Tracker, Analytics & Ad Spend by month & year)
• Promotions
• Collaborations & Sponsors
• Testimonials
• Referral program
• Website

CONTACTS
• All contacts
• Prospects
• Clients
• Affiliates
• Suppliers
• Competitors
• Coaches, mentors & consultants
• Collaborators

LEARNING & DEVELOPMENT
• Wiki & Resources
• Documents
• SOPs
• Courses & certifications

HUMAN RESOURCES
• Employee files
• Recruitment
• Job descriptions
• Employee training
• Payroll Management
• Employee evaluation
• Employee time sheets

TEMPLATES & TOOLS
• Email templates
• Apps & software

REVIEWS
• Reviews
• Victories

OTHER INCLUSIONS
• Many templates to duplicate inside databases: Offers, SOPs, Competitor analysis, Employee files, interview questions, Statistics, Client portals, Income & expenses and many more.
• Written instructions on each page.