Stop running your service business from your head
The all-in-one Notion system to track leads, manage projects, publish content, and see your numbers — built by an agency that's helped 7+ companies become profitable.
Get the Growth OS →Launch price: $97 → starting at $37
Your business is growing. Your systems aren't.
- ✗ Leads fall through the cracks because follow-up is manual
- ✗ You can't tell which marketing is actually working
- ✗ Projects live in your head, your inbox, and 6 different apps
- ✗ Client communication is reactive instead of proactive
- ✗ You know you should document processes but never have time
One system. Everything organized.
- ✓ Every lead tracked from first touch to closed deal
- ✓ Every project, deadline, and deliverable in one board
- ✓ Content planned and batched across platforms
- ✓ Weekly KPIs that show you what's working
- ✓ SOPs ready to use (onboarding, follow-up, client updates)
6 connected systems, one workspace
CRM & Pipeline
Track leads by stage, source, priority, and deal value. Never miss a follow-up.
Project Tracker
Board view by status or client. Assign tasks, set deadlines, track everything.
Content Calendar
Plan by platform, content pillar, and type. Pipeline from idea to published.
KPI Dashboard
Weekly tracking: leads, calls, revenue, ad spend, close rate. Trends at a glance.
SOP Library
3 pre-written SOPs included. Add your own. Categorize by department and frequency.
Client Portal
Shareable page per client: deliverables, meeting notes, files, and results.
Built for service businesses that want to scale
We went from 'everything's in my head' to having a real business dashboard in under an hour. The CRM alone saved us from losing 3 leads that week.— Service business owner, Jiva Agency client
Choose your level
Starter
The core system
- Full Notion template (6 databases)
- Sample data pre-loaded
- Quick start guide
- Lifetime updates
Growth
System + SOPs + training
- Everything in Starter
- 3 pre-written SOPs
- Video walkthrough (setup + customization)
- Bonus: Hook library (50 content hooks)
- Bonus: Weekly review checklist
Scale
Done-with-you setup
- Everything in Growth
- 30-min 1:1 setup call
- Custom pipeline stages for your business
- Priority email support (30 days)
Questions? Answered.
Do I need Notion experience?
Nope. The template comes with a quick start guide and everything is pre-built. If you can click and type, you can use this. The Growth tier also includes a video walkthrough.
Can I customize it for my business?
Absolutely. Every database, field, and stage is fully editable. Rename pipeline stages, add your own properties, change the SOPs — it's your system.
Does this work on Notion free plan?
Yes. The template works on any Notion plan, including the free tier. No paid Notion subscription required.
What if it's not for me?
If you set it up and it doesn't work for your business within 14 days, email us and we'll refund you. No questions asked.
How is this different from other Notion templates?
This was built by an agency that actually uses this system to run client businesses — not by a designer who made it look pretty. Every database, every SOP, every field exists because it solves a real operational problem.
Stop running your business from memory
30 minutes to set up. A lifetime of organization.
Get the Growth OS — $67 →