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Scale Operators

Offerings

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Notion Operating System Design
Turn scattered plans, projects, customer information, meetings, and decisions into one connected workspace. We map how the business actually runs, design the database and permissions model, build dashboards and operating rhythms, migrate the right information, and help the team adopt it. Best for owner-led companies that have outgrown spreadsheets, disconnected tools, and knowledge held by a few key people.
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Revenue & Client Operations in Notion
Build a connected system for companies, contacts, pipeline, engagements, projects, tasks, meetings, and follow-up. Leaders get clear visibility from the first conversation through delivery; teams get shared ownership and fewer broken handoffs. We can connect Notion with existing CRM, email, forms, and reporting tools without forcing an unnecessary rip-and-replace.
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Governed Knowledge Base & Notion AI
Create a trusted knowledge base that separates approved company truth from research, drafts, and temporary work. We define governance, ownership, review states, permissions, source links, and AI-ready context so people and agents can safely find and reuse the right information. Includes practical Notion AI and agent workflows where they improve real work.
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Workflow Automation & Integrations
Find the repetitive handoffs and manual reporting that slow the business down, then design and implement practical automations around Notion. Connect forms, email, calendars, CRM, Google Workspace, Slack, Zapier, Make, n8n, and other systems; document approvals and exceptions; train the team; and measure whether the workflow saves time or protects revenue.
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Ongoing Notion Operations & Enablement
Stay accountable after launch. We maintain the workspace, improve workflows, clean up data and permissions, build new views and automations, support users, document standards, and review value with leadership. Ideal for companies that need an embedded operator to keep Notion useful as the business changes without hiring a full-time systems owner.

Past work

Revenue and Service Workflow Automation — Weld Power

Clients

Weld Power GeneratorPrime Power RentalsR.J. Forbes PaintingMass Tank
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