Complete Notion Setup
“I can't express enough how amazing our experience was working with Sincerely, Adri!
Her expertise in digital organization completely transformed our business operations. She meticulously designed a set of controls that streamlined our workflow, improved efficiency, and enhanced communication across teams. Thanks to her attention to detail and deep understanding of our needs, we now have a seamless system in place that empowers everyone to stay on track.
Adri was professional, creative, and a true problem solver—an invaluable partner in our business success. Highly recommend!”
- Melina, Founder of Wealth Tea Inc.
The Client
Wealth Tea Inc. has 19+ years of tax expertise specializing in tax prep, resolution, and compliance for individuals and businesses across the country.
Because the setup needed for their type of business is so specific, they hadn’t been able to find a way to organize all tasks, projects, clients, and controls all in one place.
We were able to provide a custom solution to fully streamline the business workflow.
The Process
The Complete Notion Setup process is always custom to the clients needs and what the setup entails
For Wealth Tea Inc., we started with an intro call to understand the needs of the business and align on the current pain points in workflow to improve upon.
I then worked to create a fully customized Notion dashboard for Wealth Tea Inc's needs with continued communication throughout the process to ensure all features and workflows were set up in the best way.
Wealth Tea Inc. then was able to start their work in the new Notion setup with the ability to see if there were any tweaks to improve upon.
We then had another final call to align on any updates needed after working in the setup.
Finished Product
The Wealth Tea Inc. dashboard is a fully customized setup on Notion with custom branding elements, automated actions, and many other features specifically created to streamline business workflow.
The dashboard includes:
Client database with multiple custom views to fully organize all client information and categorization
Custom control views for each tax process
Tasks view to track all tasks with connections each task to projects, notes, and clients
Projects view with connections to tasks, notes, and clients. And custom templates for recurring projects
Notes and Meeting Notes sections with custom layouts and connections to tasks, projects, and clients
A Gifting setup to track client gifting
A full References section to track other miscellaneous items for business growth and everyday needs
More detail not shown for privacy purposes 😊
