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

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Mike Mauricio

Documentation Templates

Organize your documents with Notion's Documentation templates. It's easy to create seamless documentation processes with Notion's easy-to-use templates for policies, research findings, and creative briefs. Ideal for teams and businesses needing a centralized, accessible documentation system.

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Documentation

Elevate your marketing strategy with Notion's diverse templates, designed for campaign planning, content calendars, SEO tracking, and social media management. Tailored for teams and individuals, these tools streamline workflows, ensuring efficiency and growth. Explore templates to revolutionize how you market and expand your business.

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Marketing

Streamline business operations with Notion's Operations templates. Manage workflows, optimize processes, and track performance. Essential for operations managers and teams focused on enhancing efficiency and productivity.

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Operations

Curated for optimal efficiency and collaboration in the workspace

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Work

Start the semester off right

Tailored for students and their needs to achieve academic success

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School

Embrace a more organized, productive, and fulfilled lifestyle

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Life

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 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

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

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

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

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

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)

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

Implementation Post-Mortem

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 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 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

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

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.

Account Management HQ

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

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 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.

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