I build scalable Notion systems for businesses. | Notion Consultant | Founder Fortuna Design Co

Mike Mauricio

Documentation Templates

Organize your documents with Notion's Documentation templates. It's easy to create seamless documentation processes with Notion's easy-to-use templates for policies, research findings, and creative briefs. Ideal for teams and businesses needing a centralized, accessible documentation system.

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Documentation

Boost your sales process with Notion's Sales templates. Track leads, manage customer relationships, and close deals more effectively. Designed for sales professionals and teams committed to achieving their targets and driving growth.

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Sales

Optimize your meetings with Notion's Meetings templates. Plan agendas, track minutes, and follow up on action items. Designed for teams and professionals seeking to make their meetings more productive and actionable.

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Meetings

Curated for optimal efficiency and collaboration in the workspace

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Work

Start the semester off right

Tailored for students and their needs to achieve academic success

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School

Embrace a more organized, productive, and fulfilled lifestyle

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Life

Customer Effort Score (CES) is a metric used to measure the ease with which customers can interact with your business to achieve their goals. This template is designed to help you measure CES Scores effectively across your customer base.

Customer Effort Scores

The Building a Career Ladder template is a structured framework that outlines progression paths within an organization, detailing the skills, experiences, and achievements required for career advancement.

Build a Career Ladder

The Workflow Audit provides a comprehensive framework for analyzing and optimizing an organization's workflows in Notion.

Workflow Audit

The Value Map is a strategic tool designed to help businesses align their goals with potential solutions, providing a structured approach to evaluate and implement new tools or services. 

Value Map

The Renewal Playbook is designed to streamline the client renewal process. The playbook provides a structured approach to managing renewals, ensuring consistent communication and follow-up with clients.

Renewal Playbook

Our Digital Sales Room Template provides a dedicated Notion space for sales teams to present information, proposals, and resources to prospective clients in an organized, engaging format.

Digital Sales Room

The Customer Satisfaction (CSAT) template is designed to help businesses measure and improve customer satisfaction.

Customer Satisfaction Score

The Client Portal offers businesses a centralized Notion page to manage and share all client engagement details.

Client Portal

The Net Promoter Score (NPS) template is a guide for measuring and analyzing customer loyalty.

Net Promoter Score

The Discovery Memo template is designed to facilitate effective client discovery ahead of meetings.

Discovery Memo

The Value Matrix is an upgraded version of the traditional value ladder, designed to provide businesses and creators with a more comprehensive and flexible framework for structuring their offerings.

Value Matrix

This template is designed to help businesses track and analyze customer feedback effectively. It allows teams to record, categorize, and visualize customer sentiments, enabling data-driven decision-making and improved customer satisfaction.

Customer Sentiment

This template is designed to help businesses evaluate and improve their services based on client feedback. This structured interview system consists of three categories, each containing 5 questions focusing on service effectiveness, communication, and value differentiation.

Client Performance Review (CPR)

Save time in creating professional case studies, maintain consistency in your marketing materials and effectively communicate your successes to potential clients! This template offers three variations (V1, V2, and V3) of a structured approach for creating compelling case studies.

Case Study Frameworks

This template is designed to help businesses find and hire top talent through a structured and effective approach. It outlines a recruitment and hiring process, focusing on attracting qualified applicants, efficiently screening candidates, and ensuring a strong fit.

Hiring Process Outline

The Employee Self Assessment template is designed to facilitate employee reflection on their achievements, areas for improvement, and future goals. It provides a structured approach for employees to evaluate their performance and align with company objectives.

Employee Self Assessment

This template outlines a step-by-step process for conducting fair and accurate performance reviews, ensuring consistency across the organization while promoting employee growth and development.

Create an Annual Review Process

The Sales to CS Handover doc outlines the process on how the Sales team transitions accounts over to the Customer Success team once the sales process has been completed. 

Sales to Customer Success Handover

Designed to help teams create an efficient and well-organized Slack workspace. This template provides a blueprint for structuring your Slack channels, ensuring smooth communication and collaboration as your team grows. 

Build Scalable Slack Structures

The Client Onboarding Process template is designed to streamline and simplify the process of bringing new clients into a business. It includes structured steps and guidelines to ensure that all necessary information is captured and that the client feels welcomed and informed.

Client Onboarding Process

The Account Plan outlines the strategy for managing and growing a client relationship. It covers the key parts of client relationship management including client information, account history, current state assessment, SWOT analysis, and strategic goals.

Account Plan

The "Post-Mortem" template is designed for evaluating client implementations, focusing on assessing successes and areas for improvement.

Implementation Post-Mortem

This template is designed to ensure a smooth transition and positive lasting impression when concluding client engagements. It outlines a structured process for wrapping up projects, collecting feedback, and maintaining professional relationships.

Client Offboarding Checklist

A Workspace Refresh helps ensure that documents are easily accessible, permissions are properly managed, and the overall user experience is optimized. As your team continues to collaborate and create more content, maintaining an organized workspace becomes crucial for efficiency.

Workspace Refresh Guide

This document outlines the entire system for developing and executing a successful company wide Employee Review Process. It outlines the steps needed to efficiently evaluate employee performance using a wide variety of sources.

Employee Review Process

NODE is a Business Operating System. It's a framework built to be the central hub for all of your organizations knowledge. Connecting systems and enabling teams to get the most out of their work by making all of the most important information accessible to everyone, all the time.

NODE - Business OS

This all-in-one template is designed to help Account Managers track, organize, and optimize everything related to their book of business. Including accounts, renewals, tasks, projects, meetings, documents and template resources.

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