Welcome to your new small business home 🥳🙌

We’ve created the ultimate Notion setup for small business owners. This is a slightly more generic version of what we created to run Paper + Word, which we use every single day. This template will keep you organised for the everyday small tasks, as well as the bigger plans and growth you expect to keep an eye on as a business owner. As well as a planner, there's a comprehensive calendar showing everything from meetings to events, team hours to important package delivery dates. We’ve included spaces to track your PR, store your brand guidelines, keep on top of stockists and suppliers + more. We’ve made you the perfect productivity hub!

We’ve even included the Good Bucket. Our team’s favourite way to showcase lovely emails, reviews, collaborations + more, for those days where you need a little reminder of why you do what you do 🫶

✨Designed for you to replace the theme with your own brand! Instructions included✨

IN THIS TEMPLATE

DASHBOARD

• Navigation links

• Quick links to your finance + HR portals, social platforms + website

• Brain dump space

• Upcoming key dates

• Full calendar with filtered views of upcoming meetings, team hours, launch schedules etc

• Embeded Spotify playlist

PLANNER

• To-do list split by priority

• Space for bigger thoughts, where you can insert links, images, videos + more for reference or discussion points

• One line journal prompts for the upcoming month

• Separate repeating tasklist for those things you need to tick off every month

CONTENT PLANNER

• Quick links to your social channels

• Mini to-do list

• Space for social media targets

• Calendar of scheduled content (including theme, platform + more) or important dates to note

• Split view for content planning themes and quick fire idea dropping

MEETING NOTES

• List of upcoming meetings for you to note agendas beforehand, and keep notes during.

• Automatically pulls meetings from the main calendar for you

• Ability to assign tasks directly in the notes

GROWTH

• A to-do list and thinking space kept separate from all others. This is specifically for any big standalone projects, business growth, tricky launches etc

• To-do and ta-da list, so you can see yourself progressing

• Space for bigger thoughts, where you can insert links, images, videos + more for reference or discussion points

• View of notes from any meetings specific to this topic, filtered from the main calendar/notes section

• Calendar view specific to this topic, filtered from the main calendar

GOOD BUCKET

• A happy space to quickly throw in the glimmers + good stuff. Somewhere for you to keep all the positive notes, feedback, comments, collaborations + emails.

• Upload photos, screenshots or videos

• Embed social media posts + more

CUSTOMER SERVICE + GUIDES

• Quick access to common email or DM responses

• Space for email templates

• Guides for yourself or the team

• Essential links space e.g. password docs, website backend, PR platforms

BRAND GUIDELINES

• Quick showcase of brand colours, logos + photography

• Photography filtered view for products, the team + your studio

• Essential links space e.g. password docs, website backend, PR platforms

PR TRACKING

• Habit tracker keep on top of outreach

• Counter for published features

• Space for you to link templates, learning, assets + more

• Database for pitch ideas. Keep it quick with bullet points + references, or write in the full pitch

• Database for full PR outreach including publication, status, contacts, status, tags, quotes + more

INFLUENCER MARKETING

• Links to social platforms

• Links to resources elsewhere like customer service + guides, brand guidelines + events

• Database for all content creator outreach including name, handle, platforms, topics, gift status, fee, campaign details + more

MEMBERSHIP

• Planning board for workshops and events, filtered by status

• Calendar view of all membership events, filtered from the main calendar

• Quick view dates for upcoming events or dates to remember

• Membership number targets

• Member list + contact details

• This space also adapts brilliantly for courses being run!

WHOLESALE

• Space for links to pricing information, assets, latest catalogue, Canva etc

• Counter for number of stockists

• Stockist database with contact info, orders, status + more

• Gallery view of status (wishlist, waitlist, current, past)

• List view of all contacts

• Filtered view of wishlist for outreach purposes

SUPPLIER LIST

• Database of all suppliers and items, including links, notes, categories + more

• Filtered view for P&P, stationary etc

• Quick view of stock/supplies that need ordering soon, filtered straight from the supplier database

EVENTS

• Event specific to do list

• Poster view of upcoming events you’re attending

• Adjustable weather bar, so you know what to wear or take

• Event database including not only those you’re attending, but also that you may need to keep an eye on for your business and marketing

• Calendar view showing either all events or just those attending