Notion Consulting & Custom Workspace Design Services by Systems & Sage

Systems & Sage
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Core Services
01 Find Your North Star A focused call to bring clarity before committing to a build. $150 60–90 min

Find Your North Star

1:1 Strategy Session

$150  ·  60–90 minutes

Your systems feel heavy. Something's off but you can't explain it. You've Googled "how to set up Notion" more times than you'd admit. Maybe you've gone back and forth with AI trying to become an expert overnight. Still nothing clicks.

You don't need another tutorial. You don't need to become a Notion pro.

You need someone who's done this 150+ times to look at YOUR situation and tell you exactly what's broken, what to fix first, and whether it's even worth fixing at all. That's this call.

What You Get

  • Live strategy session (60–90 minutes, recorded)
  • Meeting summary with clear action items
  • Complete video recording for reference
  • My expertise and honest advice on your specific situation

Can be credited toward Restore the Flow or Built Around You if we decide to continue working together.

This Is Perfect For

  • You're not sure whether you need an audit or a full system build
  • You feel something is broken but can't explain it clearly
  • You've been going back and forth with AI tools and templates but nothing feels right
  • You want expert guidance before investing in a bigger service
  • You want clarity, not a sales pitch

The Process

01

Submit Your Request

Tell me what's going on, what feels heavy, and what you've tried.

02

Schedule + Prep Form

You'll get a short form so I can prepare before we meet.

03

Show Up Ready

We go deep. No small talk. Real solutions for your real setup.

04

Implement Your Plan

You leave with clear next steps you can act on immediately.

FAQs

Just fill out the prep form I send after booking. It takes 10 minutes and gives me enough context to make the session productive from the first minute. No brief, no homework, no stress.

No. You can come with a blank Notion page, a messy existing setup, or just a list of frustrations. The session meets you where you are.

Your current tools, workflows, friction points, and goals. You'll leave with a clear diagnosis of what's broken, what to prioritize, and what the right next step is. Not vague advice. Specific direction.

You'll have the full recording and meeting summary to refer back to. If something comes up in the first few days, reach out and I'll clarify. This isn't a "see you never" situation.

This session is strategy and diagnosis, not building. If we decide to work together on a build, that happens through Restore the Flow or Built Around You.

No. This is a strategy session. If working together makes sense, I'll tell you. If it doesn't, I'll tell you that too.

02 Restore the Flow High-impact clarity for what already exists — without rebuilding everything. $449 1–2 weeks

Restore the Flow

Operational Uplift — Audit & Streamline

$449  ·  1–2 weeks

You have a setup. It sort of works. But it's slow, clunky, and full of workarounds that stopped making sense three months ago.

Things don't flow. They stall. You're spending more time managing the system than using it. And the thought of starting from scratch makes you want to close your laptop and go for a walk.

You don't need a rebuild. You need someone to come in, see what's actually going on, and make it work properly.

What You Get

  • 30-minute strategy session
  • Custom Notion template edits and optimisation
  • Video walkthrough of all changes
  • 1 week post-build support
  • Quick automation for repetitive tasks
  • Full workspace rebranding
  • Clear next-step recommendations

No new pages or databases added. We optimise existing ones. This is about making what you have actually work.

This Is Perfect For

  • You have a setup but it's clunky and full of workarounds
  • You're spending more time managing the system than using it
  • You want things streamlined without starting from scratch
  • You need a professional visual refresh of your workspace
  • You want quick wins with real, immediate impact

The Process

01

Submit Your Request

Tell me what's clunky, what's slow, and what frustrates you most.

02

Strategy Session

We identify the biggest friction points and decide what to fix first.

03

Workspace Development

I get into your Notion and start making it work properly.

04

Testing + Feedback

You start using the updated workspace. I'm available for adjustments.

05

Handover + Support

Final walkthrough. Video recording. 1 week post-build support.

FAQs

If you have an existing setup that needs fixing, Restore the Flow. If you need a system built from scratch, Built Around You. If you're not sure, start with Find Your North Star and we'll figure it out together.

No. This service optimises what already exists. If you need new pages or a full system, Built Around You is the right fit.

Minimal. You fill out a form, do a 30-minute strategy call, then I handle the rest. You test and give feedback at the end.

Every build includes a video walkthrough and SOPs. You're not handed a system and left to figure it out. The goal is confidence.

Restore the Flow is typically 1 to 2 weeks. You'll always know what stage we're at, what's next, and what's expected from you. No surprises.

Get in touch and we can discuss what works for your situation.

03 Built Around You A custom system designed around how you think and work. $999 2–4 weeks

Built Around You

Your Signature System — Custom Workspace Build

Starting at $999  ·  3–4 weeks

You've tried templates. They looked good for a week. You've tried building it yourself. It worked until it didn't. You've tried cobbling together tools that promised everything and delivered scattered.

This is the version where someone actually listens to how your brain works, then builds the system around it.

Not a template with your name on it. A system designed from the ground up. For you. By someone who's done this 150+ times.

What You Get

  • 60-minute strategy session (deep and detailed)
  • Custom Notion dashboard with personalised workflows
  • Video walkthrough of the finished system
  • 1 month post-build support
  • Essential backend automations
  • Clean, intentional structure (no unnecessary complexity)
  • Full branded workspace design

This Is Perfect For

  • You've tried templates and self-builds — nothing stuck
  • You need a system built from scratch, not optimised
  • You want someone who listens to how your brain works
  • You're ready to invest in a system designed to last
  • You want 1 month of support while you get comfortable

The Process

01

Submit Your Request

Tell me about your business, what's not working, and what you want your systems to feel like.

02

Strategy Session

We dive deep — your workflows, friction points, wishlist, and design preferences.

03

Workspace Development

I build your custom system inside Notion. You'll see progress throughout.

04

Testing + Feedback

You start using the workspace. I refine until it clicks.

05

Handover + Support

Full video tutorial. SOPs included. 1 month of post-build support.

FAQs

If you have an existing setup that needs fixing, Restore the Flow. If you need a system built from scratch, Built Around You. If you're not sure, start with Find Your North Star and we'll figure it out together.

Typically 3–4 weeks. We define the exact timeline together after the strategy session. You'll always know what stage we're at.

Yes. The process includes testing and refinement. I iterate based on your feedback until it feels right.

Every build includes a video walkthrough and SOPs. You're not handed a system and left to figure it out. The goal is confidence.

Direct access to me for questions, minor adjustments, and troubleshooting. Anything that comes up as you start using the system daily.

Restore the Flow optimises what you already have. Built Around You creates a new system from scratch. If your current setup is fundamentally not working, this is the service you need.

Get in touch and we can discuss what works for your situation.

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01

Own It With Confidence

Not everyone wants a done-for-you build. This is the collaborative, hands-on version of consulting. You build alongside me. You learn by doing. By the end, you don't just have a system — you understand it. The goal is ownership, not dependence. A system you're afraid to touch isn't helpful.

What's Included:

  • Live, collaborative building session (recorded)
  • Guidance on how your system actually works
  • Simple ways to structure your work
  • Common mistakes and how to avoid them
  • Step-by-step, practical learning
  • Confidence to build, use, and evolve your setup independently

This Is Perfect For:

  • You're not sure where to start with Notion
  • You want guidance without learning everything
  • You've bought templates but don't know how to adapt them
  • You want confidence maintaining your system long-term
  • You're building foundations or preparing for custom work
  • You want to understand what you're building, not just use it

02

Built for Growth

Systems built for a moment in time eventually break. The Systems Partnership exists so your system evolves with you instead of expiring. This is not maintenance — this is partnership. Structure stays clear. Workflows adjust. Automation scales. Nothing gets scrapped and restarted.

What's Included:

  • Ongoing system refinement and optimisation
  • New workflows and automations as needs change
  • Strategic guidance on tools and integrations
  • Regular check-ins to prevent friction before it compounds
  • Continued education so you understand what's changing and why

This Is Perfect For:

  • Your work or business keeps changing
  • Your systems work for a while, then fall apart
  • You don't want to rebuild every few months
  • You want calm, ongoing systems support
  • You value long-term thinking and continuity
  • You're growing and need systems that keep up

03

Digital Products That Reflect Your Identity

You have ideas, expertise, and a community that trusts you. This service turns your thinking into research-backed, strategy-led Notion templates built under your brand — a perfect companion for your course, coaching package, or digital product shop. For business owners and creatives who want to sell something that reflects how they work, not a generic layout with their logo.

What's Included:

  • 60-minute strategy session (product clarity, positioning, structure)
  • Custom framework and personalised template with your branding elements
  • About Me / CTA section to align the product with your offer suite
  • Video tutorial so your buyers know how to use it
  • 1 revision round
  • Full right to distribute and sell under your name

This Is Perfect For:

  • You want to sell templates, systems, or resources under your brand
  • You have ideas but don't know how to structure them into a product
  • You want something clean, usable, and scalable
  • You want a product that supports your services or content
  • You don't want generic, over-engineered templates
  • You want a product that earns without your time

04

Workshops & Bootcamps

Two formats depending on what you need. A structured workshop goes deep on a specific topic at your team's level. The bootcamp is a high-impact, full deep dive — prepared around your actual burning questions, with live solutions and takeaway resources every attendee keeps.

Structured Workshop — Includes:

  • Focused, topic-specific session tailored to your team's level
  • Advanced Notion techniques, databases, automations
  • Notion aesthetics, client portals, content systems
  • Goals, review, and reflection systems
  • Custom topic available (additional charge)
  • Live Q&A throughout

The Bootcamp — Includes:

  • 4-hour interactive session (virtual and recorded)
  • Part 1: Foundations — blocks, databases, formulas, automations
  • Part 2: Context — demo of pre-submitted questions, live Q&A
  • Interactive worksheet with pre & in-session exercises
  • Best practice guide for working as a team in Notion
  • Full recording in your dedicated client portal

Process

Frequently Asked Questions About Notion Consulting Services

Need clarity first? Find Your North Star ($150) is a single strategy call. Have a clunky setup? Restore the Flow ($449) streamlines it. Need something built from scratch? Built Around You (from $999). Can't tell? Book a North Star call. That's exactly what it's for, and the fee gets credited if we keep going.

AI can generate almost anything. But it can't tell you what should exist versus what becomes a distraction nobody opens after week three. Your business isn't a prompt. It's people, habits, exceptions, and promises nobody wrote down. I bring judgment from 150+ builds, the experience to know what breaks at scale, and the attention to hold your entire project while you keep running your business.

Notion is the foundation, but I go well beyond it. I build automations in Make, Zapier, n8n, and ManyChat with conditional logic, error handling, and multi-platform API integrations. I set up AI agents for content automation, lead capture, and task routing. And when Notion can't do something natively, I code custom widgets (like a live Instagram grid planner and an interactive seating-plan app) that plug right into your workspace. One system replaces the five scattered tools.

Minimal. You fill out a short discovery form, we do a strategy call where I learn how you work, then I build. You test, give feedback, I refine. No becoming a Notion expert. No tutorials. No homework. I reply within hours so we never lose momentum. You keep running your business while I build the system behind it.

Templates are built for everyone, which means they're built for no one. I start by understanding your workflows, your friction points, and how your brain works, then design around that. The solution adapts to your work culture, not the other way around. That's why it sticks.

That's non-negotiable. Every build includes a full video walkthrough and written SOPs. We do a live offboarding call or recorded walkthrough, and if anything needs adjusting, we adjust before handover. The goal is ownership, not dependence.

Find Your North Star: one 60-90 minute session. Restore the Flow: 1-2 weeks. Built Around You: 3-4 weeks. You'll always know what stage we're at and what's next. I also offer ongoing support through Built for Growth if your systems need to evolve over time.

Entrepreneurs, service providers, content creators, freelancers, agencies, and small teams. I've shipped 150+ custom systems: business operating systems, CRMs, client portals, content engines, project hubs, finance dashboards, onboarding flows, and more. If your operations live (or should live) in Notion, I'll adapt the system to how your business actually works.

You keep everything: workspace, recordings, SOPs, full ownership. Restore the Flow includes 1 week of post-build support. Built Around You includes a full month. No lock-in. Down the line you can book a new call, start a new project, or move to Built for Growth for ongoing partnership.

Get in touch and we can work something out. The investment should make sense for your situation.