The Key to Scaling to 7 and 8 Figures is...
OPERATIONS

This is your backend command center for running a multi-offer, multi-client business without losing track of everything that matters.

It holds:

• your programs
• your campaigns
• your tasks
• your team
• your timelines

All connected, visible, and moving with you.

I'm a big believer in this template, so much so, I use it for every 1:1 client AND myself! It's made up of 9+ years of owning a business and 4+ years perfecting operations with clients. The template is built to handle your team as it grows, and it plays very nicely with contractors you might hire. (Like a copywriter, media team, web designer, virtual assistant, and so much more.) 

Template to Copy in One Click

Copy this template to your Notion account in just one click, and then follow the guides to make small tweaks to fit your business.

The Program + Campaign Hub

Your offers live here as active systems.

• View every program, sub-offer, and campaign in one place
• Track what’s live, building, and complete
• Connect tasks directly to the work they support

You see exactly what needs attention, right when you need.

Task System That Moves Work Forward

Tasks aren’t floating--they’re connected to an owner, collaborator, program or campaign, and followed through on to completion.

• Assigned and prioritized
• Linked to programs and campaigns
• Visible across your team

Company-Wide
Database

Everything your business runs on, in one place:

• Company info, team directory, tools, and SOPs
• Products and services, fully mapped

Your business has the spine of information in one place (outside of your brain!)

Program-Level
Dashboards

Every offer has its own full working space, accessible by expanding the task, as well as by going through the campaign/program home page.

• Track progress, overall and per team member
• Access and organize assets
• Easily share program dashboards with contractors (like web designers or copywriters who need all the info.)

Open your workspace and immediately understand what's in progress, what needs attention, and what's coming up next. (Without having to dig!) 

When everything is connected like this, you’re no longer piecing together a full picture from 7 different places or trying to remember what’s been handled and what still needs to be done.

Having a home base for your business gives you the ability to stay in a consistent rhythm (instead of a reactive one), make small adjustments as things shift, and keep everything progressing without that constant stop-and-start feeling that usually comes from re-checking and re-planning.