Once you're ready to proceed, here's our step-by-step onboarding process:
- Deposit - First, you will receive an invoice for the initial deposit. This secures your spot in our schedule and allows us to begin preparation for your project.
- Set up your Notion workspace: Download Notion and create an account for your business. Choose between:
- Plus: Perfect for small teams and basic collaboration
- Business: Ideal for growing companies needing advanced features
- Enterprise: Best for large organizations requiring enhanced security and support
- Grant workspace access: Invite us as a full member to your Notion workspace. This allows us to properly set up and customize your systems while maintaining your workspace's security.
Share your Notion workspace
- Complete preparation work: Fill in our comprehensive Preparation worksheet. This is your opportunity to:
- Document your current processes
- Identify pain points in your operations
- Share your vision and goals
- List any specific requirements or preferences
- Book in for a detailed 60-minute strategy session. During this meeting, we will:
- Review your preparation worksheet in detail
- Discuss your specific requirements
- Plan the implementation timeline
- Address any concerns or questions
