Hey — it’s rames 👋

There’s a lot going on with this template, so let’s have a look at a few things.

First, this template contains 10 databases, all of which are accessible in the Navigation section of the template. You can also find them in Notion’s the navigation bar, nested under Navigation.

Below, you’ll find instructions for each of these databases, and a few common questions you might have.

Don’t hesitate to reach out at [email protected] if you have any additional question(s).

Index

Databases

Tasks

Projects

CRM

Meetings Notes

Finances

Invoices

Team directory

Teams

OKRs (Objectives & Key results)

Automations

There are a few database automations already set up:

• CRM: when new client, inform Sales on Slack
• CRM: record last status change
• CRM: when new client, add onboarding call to Meetings notes
• CRM: when new hot lead, create new invoice (related to the client)
• Projects: when new website build type project, add specific tasks (related to the project)
• Income: when new income, notify accounting Slack
• Expenses: when new expenses, notify accounting Slack