Business planner for service-based businesses

The Profitable Business Planner in Notion isn’t just a place to “keep things organized.” It’s your step-by-step system for creating repeatable sales, marketing, and business systems - so you can stop guessing what works. Perfect for small business owners like service providers, coaches, and digital product or course creators, this Notion business planner helps you run your business with clarity, confidence, and intention.

✅ Know your numbers
Track your monthly cashflow, sales and recurring revenue from payment plans and get crystal clear on exactly how much money is coming in each month and where it’s coming from

✅ Set intentional goals
Map out your big-picture vision for your business and break it down into clear, actionable goals. Plan your quarter, month and week with focused steps that keep you on track, measure your progress, and ensure every move you make drives your business forward

✅ Map out your sales strategy
Plan out your offers, campaigns, content, and sales activities to hit your monthly revenue goals. Track exactly which content and actions are bringing in inquiries and sales, so you can double down on what’s working and focus on what actually makes you money

✅ Run your business like clockwork
Track your daily to-dos, schedule meetings, log your work hours, and document every idea or tweak you make - so you can stay organized, focused, and always one step ahead

✅ Stay on top of client work
Keep every client detail at your fingertips. Onboard and off-board clients with ease, track their progress, schedule calls, and manage tasks - all in one system. Organize contracts, invoices, and testimonials so you can save time and deliver a premium client experience.