Are you looking for a new way to help manage, organize and plan your business? Notion is a powerful, multi-faceted software that can help you easily organize and streamline your workflow. In this post, we’ll go over how you can use Notion to get the most out of your business.

The Basics

Create Custom Databases

Notion lets you create custom databases, which can be used to store and organize information about any aspect of your business. With the ability to create custom fields, you can customize your database to fit your exact needs. Whether it’s tracking customer data or managing inventory, Notion makes it easy to keep your business running efficiently.

Create Digital Workspaces

Notion also provides digital workspaces to help you store and organize your files. You can create pages for projects, tasks, documents, and more. With the ability to link pages together, you can easily keep track of all your work in one place.

Create Checklists & Automations

You can also create checklists and automations to streamline your workflow. Checklists allow you to easily track progress and prioritize tasks. Automations allow you to automate certain tasks, such as sending notifications or generating reports.way

Set and Track your Business Goals

Setting and tracking goals is an essential part of achieving success. With a few simple steps, you can set up your goal tracker and start tracking your progress in Notion.

Setting Your Goals

The first step in using Notion for goal setting is to create a list of the goals you want to achieve. This can include both short and long-term goals. A Gallery database is a beautiful way to visualize your goals since you can add images, files and different properties. 

Tracking Your Progress

You can break down your goals into smaller, more manageable tasks to make them easier to track in a master task list. You can update the table with a checkmark for any tasks you completed.

Visualizing Your Progress

Notion also makes it easy to visualize your progress. You can add a progress bar to your database and see your progress over time. This will help you stay motivated and recognize any patterns in your goals.

Create a Brand Hub

Creating a brand hub in Notion is a great way to organize all of your brand-related content in one place. This can help your team stay on the same page and ensure your brand messaging is consistent across all channels.

Setting Up Your Brand Hub

The first step in creating a brand hub is to set up your Notion page. You can do this by creating a new page and adding a table to it. In the table, add columns for all of the different aspects of your brand, such as logo design, color palette, typography, and voice.

Gathering Your Resources

Once you have your page set up, it’s time to start gathering your resources. This includes everything all of the details about your brand, such as your logo, colors, typography, and brand voice. Make sure to include links to any relevant files or resources, as well as any notes that may be helpful for your team.

Tracking Your Changes

Having a brand hub can also help you track your progress over time. You can keep track of the changes you make to your brand and document any successes or challenges you encounter. This will help you stay on top of your brand and ensure it remains consistent.

Marketing Strategy and Content

Use Notion as a place to collect your different Marketing Channels and Strategies. Track your paid ad campaigns, plan your next collaboration, collect resources for your copy writing or website, or plan out your social media strategy.

Setting Up Your Content Planner

Creating a content planner in Notion is a great way to stay organized and ensure you’re producing quality content. It can help you plan ahead so you have time to research and refine your ideas, and it also makes it easier to track your progress and stay on top of your schedule and content calendar. In this blog post, we’ll explore how to create a content planner in Notion. 

You can create columns or properties for the different aspects of your content, such as topic, due date, status, and notes. This will help you keep track of your progress and make it easier to find what you’re looking for.

Planning Your Content

Brainstorm topics, research sources and ideas, write your captions, and decide which platform to share your content to. Having a plan will help you stay organized and ensure you have plenty of time to refine your ideas. Track which posts you have is ready to be scheduled and what content you have already posted.

Your Offers and Customer Service

Keeping track of your products and offers can be a challenge, especially if you have multiple products and services. Notion can be a great way to organize all of your information in one place.

Database for your Products and Offers

The first step in using Notion to keep track of your products and offers is to create a database where you can add your products and offers. You can add columns for each product or offer and include any relevant details, such as pricing, features, and availability.

Tracking Your Offers and Metrics

Notion also makes it easy to track your progress over time. You can add columns to your database for any metrics you want to track, such as sales or customer satisfaction. This will help you stay on top of your products and offers and measure their success.

This is a great place to keep track of any upcoming offers, new offer ideas you’d like to create in the future. or other resources and inspiration related to your product suite.

Customer Hub

This is a place to keep track of any Reviews or Feedback you receive – great for testimonials, sales pages, team meetings, product updates, etc.

You can track and sort by feedback type, priority, which offer it relates to, if it was positive, neutral or negative and if there is any type of action needed on your end. 

Collect your frequently asked questions or important responses in an email swipe file database so you can easily copy/paste your responses.

Track your Learning and Growth

Write down your learning goals, e.g. how many books you want to read, skills you want to learn, etc. and track your progress. 

Track your learning resources – books, courses, podcasts, etc. and which goal it will help you achieve. You can even take course notes, list action items or attach course assignments and files.

Other Resources 

Create a resource or swipe file database to quickly jot down any resources, tools, programs, etc. you want to remember for later. If you tag each item by topic, you can easily sort and organize them later on. 


Notion is a powerful tool that can help you manage your business more efficiently. With its ability to create custom databases, digital workspaces, and checklists, Notion makes it easy to keep your business organized and running smoothly. Give Notion a try today and see how it can help you get the most out of your business.

Need some help kickstarting your own Business Planner in Notion? Check out my template:

Plan and Organize your Business with Notion

Plan and organize your entire business in Notion! The Ultimate Notion Business Planner is designed to give you everything you need to plan your goals, schedule your action steps, and manage your marketing, sales and offers – all in one place.

→ Can be used with the FREE version of Notion
→ Works across all devices – Desktop, Mobile App & Tablet
→ Editable to fit your needs
→ Video Tutorials to walk you through every page and feature of your template

→ 5 Main Sections to keep track of everything in your business: PROJECT MANAGEMENT, BIZ OVERVIEW, MARKETING, SALES, RESOURCES