Notion template — Business planner

Business Planner — your all‑in‑one workspace to run and grow your business

Build a strong foundation, plan your work, centralize knowledge, track money, market with intent, and manage relationships from one clear Notion hub. Guided onboarding, a video tutorial, and ready‑made dashboards help you get started fast and customize as you go.

What you get:

• Starter guide with Help Center links, a video tutorial, and setup tips
• Dashboard sections for Overdue tasks, Tasks due this week, Schedule, Active projects, Active clients and follow‑ups, and a Notification Center
• A synced navigation panel for one‑click access to each section
• Simple integration with Notion Calendar to receive reminders
• Quick Actions buttons
• Fully automated Notifications center
• Canva covers and visuals, optional clock widget
• Pre‑filled examples to learn from, then remove in a few clicks

Core sections and pages

• 💼 The Business
  • 📝 Business description
  • 🔗 Links
  • 🎯 Ideal client
  • ⭐ Reviews
  • 🏆 Milestones & Victories
• 🗓️ Planning
  • 📆 Calendar
  • ✅ Tasks
  • 🎯 Goals
  • 🗂️ Projects
  • 🗓️ Yearly planning
  • 💡 Ideas
  • 🔁 Habit tracker
  • 🔄 Routines
• 📚 Wiki
  • 🧩 Offers
  • 📖 Wiki
  • 📄 Documents
  • 🛠️ SOPs
  • 🎓 Courses & certifications
  • 🔌 Apps & software
• 💵 Finances
  • 📄 Subscriptions
  • ⏱️ Time tracking
  • ✈️ Work‑related travel
  • 🧮 Estimates
  • 🧾 Clients invoices
  • 💰 Business income & expenses
  • 🔁 Returns & exchanges
  • 📦 Inventory
  • 🛍️ Orders
• 📣 Marketing
  • 🏷️ Brand assets
  • 📅 Social media planner
    • ✨ Inspiration
    • 📱 Linked platforms list to plan for any platform you want
    • 🧱 Content pillars
    • ✔️ Content tasks & goals views
    • 🧩 Hooks & call‑to‑action ideas
    • ♻️ Content to repurpose
    • 🎧 Audio list and sound ideas
    • #️⃣ Hashtags lists
    • 🧵 Post templates for any type of posts
    • 🗓️ Publishing calendar by channel and other views
    • 📧 Automated email sequences
  • 📊 Statistics and analytics by post and by month for any platform
  • 📢 Advertising
    • 💳 Ad campaings
    • 🗂️ Ad spend per month and year
  • 🎁 Promotions
    • 🗓️ Promotion planning
    • 🧾 Coupons and promo codes registry
  • 🤝 Collaborations & sponsors
  • 🗣️ Testimonials
  • 🔁 Referral programs
  • 🌐 Website (links & texts)
• 👥 Contacts
  • 📇 All contacts
  • 🏦 Companies
  • 🧲 Prospects
  • 🧑‍💼 Clients
  • 🤝 Affiliates
  • 🏭 Suppliers
  • 🏁 Competitors
  • 🧠 Coaches, mentors & consultants
  • 👯 Collaborators
• 🧑‍💼 HR
  • 🗂️ Employee files
  • 🧑‍🌾 Recruitment
  • 🧾 Job descriptions
  • 🎓 Employee training
  • 💳 Payroll management
  • 🧭 Employee evaluation
  • 🕒 Employee time sheets

Why it’s helpful:

• Strategic clarity. Document ideal client, offers, and milestones so your roadmap and marketing stay aligned.
• Operational focus. Goals, projects, routines, and a calendar keep weekly execution realistic.
• Financial visibility. Ad spend, invoices, income and expenses, and orders make cashflow and ROAS tangible.
• Marketing momentum. Hooks, CTAs, repurposing queues, audio lists, and hashtag sets speed content creation.
• Faster setup. Onboarding, a video tutorial, and curated views shorten the path from duplicate to daily use.

What’s needed:

• A free Notion account (or paid if you want one)
• A device of your choice
• To know how the Notion app works, or learn the basic functions.

Rules & Notes:

• This is a digital product. You won’t receive any physical product with this purchase.
• You can use this template with the app Notion on mobile, tablet, or desktop. These types of templates always work best on a computer, though.
• It is not useable on another app.
• You can’t share this template or resell it. It is for personal use only.
• This template is in English.

Steps to follow to use it:

1. Complete the purchase.
2. You will receive a PDF with the template and instructions to duplicate it.
3. Duplicate the template instantly into your Notion workspace.