Heartbeat System
About this template
The Heartbeat System for Notion is a clear roadmap for every phase of your creative business journey, meticulously designed to streamline your processes and boost your growth.
From defining your brand and mapping out your client journey, to systems and processes for marketing and client fulfillment, this template covers it all.
This template was made for creative service providers who need to establish a solid system that ensures all your operations are optimized for efficiency and scalability.
It’s structured to help you systematically approach your business tasks, allowing you to focus more on what you love—creating and innovating.
Whether you are a brand designer, a web designer, copywriter, or other creative entrepreneur, this template is tailored to meet your needs.
Scale your creative business with a structured, strategic approach that helps you create sustainable growth without sacrificing your time.
### Phase 1: Define Your Brand
Identify your audience, design a compelling brand manual, and craft your unique framework. Clearly define your message and build a robust offer bank. Then map out a client journey inspired by your framework and offers that takes folks from lead gen to loyalty.
- Define your audience and your messaging.
- Design your brand manual.
- Create your unique framework.
- Build your offer bank.
- Map your client journey.
- Update your business database.
### Phase 2: Align Your System
Optimize your client interactions and systemize your workflow.
Fill out your client database, update your pipeline, and set up meetings.
Expand your portfolio, gather testimonials, and customize your client template.
Dive into content creation and strategically plan your website, lead magnets, courses, and products.
- Fill out your client database
- Set up your intro meetings
- Expand your portfolio and collect testimonials
- Customize your new client template
- Fill your content bank and start the daily content challenge
- Strategically plan your next website
- Add your lead magnets and build out your courses
- Plan your shop and products
### Phase 3: Refine Your Process
Create and update your processes so you can fine-tune your operations for maximum efficiency and create replicable success stories for your clients.
Fill up your content bank with engaging materials, including bios, CTAs, and content capsules to keep your messaging on brand. Optimize your online presence with a well-planned blog, sales pages, emails, and social media strategies so you never have to wonder what to post where, ever again.
- Create and update your processes
- Set your quarterly goals
- Fill up your content bank
- Create a content capsule for your blog
- Fill up your email bank
- Assemble your sales pages
- Evergreen your Instagram grid and keep track of your Facebook posts
- Create strategic reels and shorts and
- Grow traffic organically with Pinterest
