Notion Business Hub and CRM Systems
Define services, write SOPs, store them in a database and link them to your CRM and project pages.
Without written procedures, each client starts from scratch, files scatter across tools and good habits are hard to repeat or hand over. Writing a hub and teaching it takes time. This deck shows the five-step build.
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This is a ready-to-use, editable PowerPoint deck of 51 slides on building a service delivery SOP hub in Notion. It covers defining services, documenting SOPs, an SOP database, project templates, a linked CRM and onboarding flow. It suits solopreneurs, template buyers and students.
The deck first names the chaos of unmanaged services (missed deadlines, inconsistent quality, lost leads and the question of where a brief went), then explains what an SOP hub is and why Notion suits it: notes, tasks, databases and wikis in one place.
The build chapter has five steps. You define each service and its stages (the example is a website design service from discovery call to post-launch support), document SOPs with owner, tools and output, create an SOP database with properties, turn them into project page templates, and add checklists with a days-since-last-contact formula. A CRM chapter then covers properties, lead tracking with forms and source tags, a status pipeline board, links to projects and integration ideas.
The integrated chapter shows how CRM, SOP and Projects databases connect, with a client onboarding workflow and flowchart from new lead to project page. Advanced tips cover formulas and templates, followed by a checklist and three case-study style examples.
Tap a slide to enlarge it.
Use the define-and-document steps to write your first three SOPs, then load them into the database slide by slide.
Present the SOP database and project template slides as the way a new contractor will learn how you deliver.
Build a hypothetical consulting project with the five steps to show process thinking in a portfolio.
Download the deck instantly, open it in PowerPoint, Keynote or Google Slides, and edit it freely. Slide 14 shows how to break one service into stages, which is where to begin.
Instant download, no password. One-time payment.
Instant download. Single-user licence.
For your own use: present it, adapt it for your own sessions. Please do not resell or redistribute the file.
Yes. It is a standard .pptx file with editable text, shapes and tables, so you can change wording, colours and order and add your own examples. It opens in PowerPoint and Keynote, and you can upload it to Google Drive to open in Google Slides. Layouts can shift slightly if a font is missing, so check the slides before presenting.
This deck is part of Notion Business Hub and CRM Systems, ten decks sold singly for INR 99 (USD 1.49) or together for INR 599 (USD 7.99). The others are: Business Metrics Scorecards; Client Onboarding Template; Freelancer CRM in Notion; Invoice and Payment Tracking; Lead Pipeline Databases; Meeting Notes to Tasks Workflow; Operations Dashboard Design; Proposal and Client Portal Systems; Weekly CEO Dashboard.
Both. The problem and integrated-workflow chapters present well in a session, and the five-step build with its checklist suits self-study.
No template file is included: the download is the PowerPoint deck, which shows the structure, fields, formulas and steps so you can build the system yourself. These are independent guides about building business systems in Notion. They are not official Notion materials and are not affiliated with or endorsed by Notion. Notion's features and plans change, so check the current app as you build.
Treat them as illustrative scenarios rather than verified evidence: the deck gives no sources or named clients for them, and one is described as a hypothetical project for practice.
₹99 including 18% GST for buyers in India, or $1.49 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
Instantly. Your download page opens the moment payment succeeds, and a permanent link is emailed to you. No account or password is needed.
Yes. It is standard PowerPoint (.pptx), so you can change text, add your logo and remove slides. It opens in PowerPoint, Keynote and Google Slides.
Because it is a digital download, files are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Measure the skill with an assessment.
Measure the skill with an assessment.
Measure the skill with an assessment.
Turn what you take from this deck into an individual development plan (IDP) on Jobulary, starting with one documented procedure and a date to review it after your next project.
Bodhih Training delivers live corporate programmes on process standardisation, quality and service delivery.
A complete workshop on the topic.
A complete workshop on the topic.
A complete workshop on the topic.
