Today I have a value packed post.
After consulting 40+ companies, here are 15 pieces of advice for companies who wanna build their operations in Notion.
1.
If you’re building by yourself, draft processes first on paper or whimsical. THEN build them in Notion.
Here's the flow of a client BEFORE building it in Notion:
2.
Document within the workflows.
All pages and views should have a description.
Use SOPs only for more complex processes.
3.
Distinguish between general dashboards and personal dashboards.
General → Teams → OverviewP
ersonal → Individual → Execution
You need both.
4.
Don’t be afraid of making decisions. Build what you think is right.
What you build is not set in stone.
You’ll always be iterating.
Just get started.
5.
Keep all databases on one page.
Use linked views of databases elsewhere.
More organized → All dbs on the same view
More secure → No accidental data deletion
6.
If-this-then-that mindset.
Think of all things that can happen at every step in your workflow.
- A lead can come to the sales call
- Or can ghost me, so I may have to reach out again
- Or...
Then make it easy for those things to happen in your workflow.
7.
Do things manually 3+ times to ensure they work consistently
Then automate.
Trying to automate your sales flow when you haven’t yet sold to any will just waste your time.
8.
Protect your structure.
Use the can edit content permission in DBs.
Very few people in your company should have permission to edit database properties.
That’s the recipe for chaos.
9.
Every view should have a single purpose.
· Create tasks
· Plan tasks
· Assign tasks·
See monthly income…
If not, it’ll get confusing and people will use views for what they’re not meant to be used.
10.
Unsure Notion can fit your business?
List all your requirements and book a call with an expert before building anything.
It’s better to waste 1h than build a system to then figure out it can't have everything you need.
11.
Use YT or other resources in the beginning.
Once you’ve mastered the basics of Notion, go internal.
Define your processes and build them.
From that point, more information is just noise.
12.
Use what you haveWhen a necessity arises (i.e. find people we’ve never met in our CRM), see if you can do it with what you already have
Maybe an extra filter can do
If not, then build
Always building will compound over time and chaos will reign in your workspace
13.
Everything should be in databases.
This’ll allow you to embed custom views of anything everywhere (including in your or your employees dashboards).
Use checkboxes or text for documentation or things you only need once.
14.
Be visual
Have a whimsical of how your databases are linked with each other.
Notion doesn’t have a visual way to do this and this can help you determine whether you need to build something else or can run with what you have.
15.
Remember your objective.You use Notion to:
- Save you time
- Help your company scale
- Earn more money.
Apply an 80/20 mentality and don’t get trapped in over-perfectionism.
Solve only problems worth solving and get to work.
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