Trusted by entrepreneurs worldwide

Notion Fundamentals

Notion Fundamentals

Notion Fundamentals

Compatibilty:

Notion Fundamentals

Trusted by entrepreneurs worldwide

Tired of juggling tools that don’t talk to each other and workflows that break under pressure? Fully automate your sales system using Pipeline, Index, and Protocol — so leads move smoothly, clients stay happy, and you stay focused on what actually grows your business. It’s everything you need to run a high-performance client process, on autopilot.

  • Turn your service into a repeatable machine

  • Capture inbound leads on autopilot

  • Free up time without losing control

David Sierra

"this is a master piece, it’s everything i needed and even more, thanks for sharing your knowledge. Seeing the tutorial and the inside of the platform I can now see my agency way more organized and in control. You made it easy for me to manage 12+ people on my team. Excellent product." 👍🏻

Made for Creative Agencies & Freelancers

  • Video Editing

  • Web Design

  • Graphic Design

  • Copywriting

  • SMMA

Get Started in No-Time!

Get Started in No-Time!

I know you're busy and the last thing you want is to spend days building a system that might break. So I made it easy for you to get started in little to no-time at all!

Instant Access

After purchase, you'll be redirected to your portal so you can activate your license and access the lessons on your SOPs tab.

Instant Access

After purchase, you'll be redirected to your portal so you can activate your license and access the lessons on your SOPs tab.

Instant Access

After purchase, you'll be redirected to your portal so you can activate your license and access the lessons on your SOPs tab.

Real SOPs

Our SOPs are built and tested in real-world events with real businesses to ensure you deploy systems that actually work

Real SOPs

Our SOPs are built and tested in real-world events with real businesses to ensure you deploy systems that actually work

Real SOPs

Our SOPs are built and tested in real-world events with real businesses to ensure you deploy systems that actually work

Expert Guidance

All of our users get access to our support system where you'll be able to submit a ticket in the event you need assistance

Expert Guidance

All of our users get access to our support system where you'll be able to submit a ticket in the event you need assistance

Expert Guidance

All of our users get access to our support system where you'll be able to submit a ticket in the event you need assistance

About this Course

SOPs

FAQs

Requirements

Manual follow-ups, clunky handoffs, and scattered tools drain your time and energy. This system gives you everything you need to eliminate repetitive tasks and create a backend that runs on its own. From first contact to final offboarding, every step is streamlined and documented so you can stop chasing tasks and start building momentum.

By licensing our internal SOPs, you install a seamless onboarding experience that builds trust from day one. Smart automations handle lead tracking, onboarding workflows, feedback collection, and project delivery, all synced across Notion, Fillout, and Relay. You reduce errors, increase consistency, and create one connected process that keeps clients happy and work moving forward.

Whether you're onboarding your fifth client or your fiftieth, this system scales with you. You save hours every week, increase retention through a smoother client experience, and shift your focus from operations to growth. Your service becomes repeatable, reliable, and ready to grow.

About this Course

SOPs

FAQs

Requirements

Manual follow-ups, clunky handoffs, and scattered tools drain your time and energy. This system gives you everything you need to eliminate repetitive tasks and create a backend that runs on its own. From first contact to final offboarding, every step is streamlined and documented so you can stop chasing tasks and start building momentum.

By licensing our internal SOPs, you install a seamless onboarding experience that builds trust from day one. Smart automations handle lead tracking, onboarding workflows, feedback collection, and project delivery, all synced across Notion, Fillout, and Relay. You reduce errors, increase consistency, and create one connected process that keeps clients happy and work moving forward.

Whether you're onboarding your fifth client or your fiftieth, this system scales with you. You save hours every week, increase retention through a smoother client experience, and shift your focus from operations to growth. Your service becomes repeatable, reliable, and ready to grow.

Manual follow-ups, clunky handoffs, and scattered tools drain your time and energy. This system gives you everything you need to eliminate repetitive tasks and create a backend that runs on its own. From first contact to final offboarding, every step is streamlined and documented so you can stop chasing tasks and start building momentum.

By licensing our internal SOPs, you install a seamless onboarding experience that builds trust from day one. Smart automations handle lead tracking, onboarding workflows, feedback collection, and project delivery, all synced across Notion, Fillout, and Relay. You reduce errors, increase consistency, and create one connected process that keeps clients happy and work moving forward.

Whether you're onboarding your fifth client or your fiftieth, this system scales with you. You save hours every week, increase retention through a smoother client experience, and shift your focus from operations to growth. Your service becomes repeatable, reliable, and ready to grow.

Included in this Course

Plug-and-play automation templates

Plug-and-play form templates

Access to your own learning portal

Built-in support ticket system for expert support

Submit SOP requests

Access to all upcoming SOP releases

12-month access to our complete SOP database

Bonus: Access to members-only content

Don't Take Our Word for it, Take Theirs…

Don't Take Our Word for it, Take Theirs…

We could go on about what our products can do—but nothing beats hearing it from the people using them every day. Here’s how they’re getting results, staying organized, and scaling smarter.

Any Kožuch

Simple and yet powerful. Perfect for tracking leads for partnerships. Thanks!

Any Kožuch

Simple and yet powerful. Perfect for tracking leads for partnerships. Thanks!

Any Kožuch

Simple and yet powerful. Perfect for tracking leads for partnerships. Thanks!

Trainingspace MB

Started to use Notion and I’m happy to find so many useful templates - like this one! Easy to set up and great to use. THX! 5 Starts of 5!

Trainingspace MB

Started to use Notion and I’m happy to find so many useful templates - like this one! Easy to set up and great to use. THX! 5 Starts of 5!

Trainingspace MB

Started to use Notion and I’m happy to find so many useful templates - like this one! Easy to set up and great to use. THX! 5 Starts of 5!

Oliver Sitorus

Finally, a resource library template that’s both simple and effective. Easy to use, well-organized, and comprehensive. Highly recommend!

Oliver Sitorus

Finally, a resource library template that’s both simple and effective. Easy to use, well-organized, and comprehensive. Highly recommend!

Oliver Sitorus

Finally, a resource library template that’s both simple and effective. Easy to use, well-organized, and comprehensive. Highly recommend!

Ronnie

This template has helped my business so much alongside the Pipeline CRM template. Thanks so much Jay!

Ronnie

This template has helped my business so much alongside the Pipeline CRM template. Thanks so much Jay!

Ronnie

This template has helped my business so much alongside the Pipeline CRM template. Thanks so much Jay!

Michael

Thanks for sharing your design, it’s really nice we love it :)

Michael

Thanks for sharing your design, it’s really nice we love it :)

Michael

Thanks for sharing your design, it’s really nice we love it :)

Chanel

This template is really helpful and easy to use. Simple and straight to the point and very customizable. Honestly, no notes.

Chanel

This template is really helpful and easy to use. Simple and straight to the point and very customizable. Honestly, no notes.

Chanel

This template is really helpful and easy to use. Simple and straight to the point and very customizable. Honestly, no notes.

Dulce Rios

Was looking for something flexible and easy to modify my agenda. Organized everything in less than 20 mins !!!

Dulce Rios

Was looking for something flexible and easy to modify my agenda. Organized everything in less than 20 mins !!!

Dulce Rios

Was looking for something flexible and easy to modify my agenda. Organized everything in less than 20 mins !!!

Leandro Nable

Leads tracking goodness! Just started using it. Straightforward and versatile.

Leandro Nable

Leads tracking goodness! Just started using it. Straightforward and versatile.

Leandro Nable

Leads tracking goodness! Just started using it. Straightforward and versatile.

Chris Taylor

This is an easy template to use for different purposes

Chris Taylor

This is an easy template to use for different purposes

Chris Taylor

This is an easy template to use for different purposes

Charlie Burnette

I use this template at least twice a day - its a must have for anyone that manages the sales and operations pipeline themselves.

Charlie Burnette

I use this template at least twice a day - its a must have for anyone that manages the sales and operations pipeline themselves.

Charlie Burnette

I use this template at least twice a day - its a must have for anyone that manages the sales and operations pipeline themselves.

Maciej Choromanski

Hey man, everything’s perfect. I’ve been using it every day. really like the new client portals with forms. It's super helpful. I onboarded 2 new clients and it was very easy for them! 🙏

Maciej Choromanski

Hey man, everything’s perfect. I’ve been using it every day. really like the new client portals with forms. It's super helpful. I onboarded 2 new clients and it was very easy for them! 🙏

Maciej Choromanski

Hey man, everything’s perfect. I’ve been using it every day. really like the new client portals with forms. It's super helpful. I onboarded 2 new clients and it was very easy for them! 🙏

Phil Christie

The system allows me to manage many different aspects of my business all in one place. Especially when it comes to onboarding a new client it's so important their first experience dealing with your business is seamless and the system gives our clients a smooth experience. Jays support during the set up phase has been tremendous and he was always on hand to answer any questions and even jump into the system himself to help us out. Great service by a great guy.

Phil Christie

The system allows me to manage many different aspects of my business all in one place. Especially when it comes to onboarding a new client it's so important their first experience dealing with your business is seamless and the system gives our clients a smooth experience. Jays support during the set up phase has been tremendous and he was always on hand to answer any questions and even jump into the system himself to help us out. Great service by a great guy.

Phil Christie

The system allows me to manage many different aspects of my business all in one place. Especially when it comes to onboarding a new client it's so important their first experience dealing with your business is seamless and the system gives our clients a smooth experience. Jays support during the set up phase has been tremendous and he was always on hand to answer any questions and even jump into the system himself to help us out. Great service by a great guy.

Ready to Streamline your Business?

Ready to Streamline your Business?

Get full access to our SOP library, request new SOPs,

and receive support whenever you need it with your active membership.

Get full access to our SOP library, request new SOPs, and receive support whenever you need it with your active membership.

Rinske Rietveld

"I have been using this system for a few weeks now and it's been a transformative experience. Over time, I've dabbled with various Notion setups for my agency, but something always felt missing or not complete (I am a perfectionist at heart). I've followed a couple of Notion programs and courses in which I knew how to build systems but somehow I wasn't fully happy with the outcome, I wanted to focus on building my agency instead of spending unnecessary hours tweaking and optimizing the Notion system. When I found Jay's Notion system on YouTube I was blown away. The clarity and functionality it brought to my agency's daily operations were instantly noticeable. Every aspect of the setup seems to have been crafted with the nuances of agency management in mind. It's intuitive, streamlined, and most importantly, effective. What amplifies the entire experience is Jay himself. Throughout my journey with his dashboard, he's been a big help. His friendly demeanor made it easy to approach him with questions, and his detailed tutorial videos ensured that every feature of the system was explained. I would highly recommend to anyone running an agency and feeling overwhelmed with managing their Notion setup: Jay's Pipeline Dashboard has been a revelation for me, and I genuinely believe it can be the solution for many!"

Notion Fundamentals

Unlock your Notion-powered system built to automate your entire client journey and scale your business with confidence.

Plug-and-play automation templates

Plug-and-play form templates

Access to your own learning portal

Built-in support ticket system for expert support

Submit SOP requests

Access to all upcoming SOP releases

12-month access to our complete SOP database

Bonus: Access to members-only content

Notion Fundamentals

Unlock your Notion-powered system built to automate your entire client journey and scale your business with confidence.

Plug-and-play automation templates

Plug-and-play form templates

Access to your own learning portal

Built-in support ticket system for expert support

Submit SOP requests

Access to all upcoming SOP releases

12-month access to our complete SOP database

Bonus: Access to members-only content

Notion Fundamentals

Unlock your Notion-powered system built to automate your entire client journey and scale your business with confidence.

Plug-and-play automation templates

Plug-and-play form templates

Access to your own learning portal

Built-in support ticket system for expert support

Submit SOP requests

Access to all upcoming SOP releases

12-month access to our complete SOP database

Bonus: Access to members-only content

FAQs

Find quick solutions and helpful information about

Notion Fundamentals

Whether you're curious about how we work, pricing details, or need support, this section covers the most common inquiries to help you get started."

Can I still deploy these SOPs into my business regardless of the service I offer?

How do I know if this system is the right fit for my business?

Are there any softwares I have to purchases in order to use this system?

Can I use other automation softwares intead of relay?

Can I make changes to the automations?

How frequently are new SOPs released?

Can I request SOPs? If so how many and what kind of requests can I make?

Do all SOP requests get approved?

Why is this a membership instead of a one-time purchase?

What types of templates do you offer?

Can I still deploy these SOPs into my business regardless of the service I offer?

How do I know if this system is the right fit for my business?

Are there any softwares I have to purchases in order to use this system?

Can I use other automation softwares intead of relay?

Can I make changes to the automations?

How frequently are new SOPs released?

Can I request SOPs? If so how many and what kind of requests can I make?

Do all SOP requests get approved?

Why is this a membership instead of a one-time purchase?

What types of templates do you offer?

Can I still deploy these SOPs into my business regardless of the service I offer?

How do I know if this system is the right fit for my business?

Are there any softwares I have to purchases in order to use this system?

Can I use other automation softwares intead of relay?

Can I make changes to the automations?

How frequently are new SOPs released?

Can I request SOPs? If so how many and what kind of requests can I make?

Do all SOP requests get approved?

Why is this a membership instead of a one-time purchase?

What types of templates do you offer?