You will get Automated business management solution
Top Rated
Project details
You will get an automated business management solution. It will enable you to set up projects, re-use task collections, and manage staff activity. It also includes:
• Dashboards or workstations for each staff member
• CRM
• Sales management tools
• Team workload manager
• SOPs and Policy managment
• Time logging and reporting
• Communication tied to the item
• File management
• Customer portals
• Basic financial management and cashflow projections
• Knowledge base with document control
• Training modules inside the staff training system
• Comprehensive warning system so you know everything is under control
This project includes training to get you up and running. Easily set up meetings using a calendly link. Responsive communication is provided during the project in your channel of choice.
Further support after project completion is available at $60/hr. This typically includes:
• Migrating data
• Designing workflows
• Custom upgrades
• Staff introduction and training
• Dashboards or workstations for each staff member
• CRM
• Sales management tools
• Team workload manager
• SOPs and Policy managment
• Time logging and reporting
• Communication tied to the item
• File management
• Customer portals
• Basic financial management and cashflow projections
• Knowledge base with document control
• Training modules inside the staff training system
• Comprehensive warning system so you know everything is under control
This project includes training to get you up and running. Easily set up meetings using a calendly link. Responsive communication is provided during the project in your channel of choice.
Further support after project completion is available at $60/hr. This typically includes:
• Migrating data
• Designing workflows
• Custom upgrades
• Staff introduction and training
Target Country
Worldwide, United States, AustraliaWhat's included $500
These options are included with the project scope.
$500
- Delivery Time 28 days
- Number of Projects 9
Optional add-ons
You can add these on the next page.
More than 5 staff
(+ 1 Day)
+$10
134 reviews
(133)
(1)
(0)
(0)
(0)
DM
Daniel M.
Mar 20, 2026
Tim was a fantastic consultant to work with. His understanding and knowledge of Notion is second-to-none and how it can be applied to business systems is really impressive. Great to work with
DF
Dagny F.
Jan 15, 2026
Very knowledgable and able to help customize things in real time.
Took the time to go in depth into teaching topics I didn't understand the first time around.
What we built will be able to grow with me and my business which I think is well worth the value.
Took the time to go in depth into teaching topics I didn't understand the first time around.
What we built will be able to grow with me and my business which I think is well worth the value.
DE
Didi E.
Mar 22, 2025
Amazing! Such a depth of knowledge with Notion, personable and smart! highly recommend!
AR
Anna R.
Oct 30, 2024
Tim was very helpful with getting our Notion set up and streamlined for our growing business. This has been so great to get all the systems in place. I would recommend him to anyone wanting to create a Notion board for their business.
LK
Lindsey K.
Sep 19, 2024
AB
Adam B.
Jun 24, 2026
Notion: Simple Sales Pipeline CRM (For Coaching Business)
One of the best Upwork experiences I've had over the last 8 years. Highly skilled, professional and Tim was willing to contribute ideas and innovation to the blind spots i couldnt see. 10/10.
AC
Angelo C.
Jun 18, 2026
Notion Expert Needed for Database Setup and Integration
YE
Yousuf E.
May 25, 2026
Notion development
Well informed and passionate!
NB
Nando B.
May 18, 2026
Systems expert required to upgrade our Notion
Tim was great to work with. Very knowledgeable and rose to the challenge when pushing Notion to its limits. Would hire again in a heartbeat. Nice bloke too.
AG
Aaron G.
May 7, 2026
Notion expert to migrate from Coda
Great experience working together. He brought a lot of thoughtful ideas and technical depth to the project, and it was clear he cared about building a robust system. Ultimately we decided to move in a simpler direction internally, but that was more about fit for our team and workflows than the quality of the work itself. Professional, communicative, and clearly very capable.
About Tim
Notion Specialist and Trainer
100%
Job Success
Brisbane, Australia - 2:18 pm local time
You can have:
‣ Tasks that automatically become "Ready to do" when a previous task is marked "Completed"
‣ Dasboards that show warnings for any tasks that are at risk
‣ Smart timelines that group tasks under milestones, and recommend due dates based on workflow
‣ Built-in time logging that shows who is doing what at any moment, time spent on projects and clients
‣ Repeatable projects complete with tasks and checklists, using a preset timeline that is achievable
‣ And anything else you might need, including formulas and automations.
Work with me as we leverage the power of Notion to amplify your productivity. Combine your desires for your business with my skill at Notion to build the optimum environment for you and your team to get things done efficiently.
I don't check every job posted on Upwork, so if you'd like my help, please message me and I'll send you a link to my Calendly so you can find time for a quick chat.
Steps for completing your project
After purchasing the project, send requirements so Tim can start the project.
Delivery time starts when Tim receives requirements from you.
Tim works on your project following the steps below.
Revisions may occur after the delivery date.
Set up a meeting using the provided Calendly link.
You will need to have admin access to your Notion Plus account before the meeting.
Import and setup your business management system
During the meeting we'll import and setup your business management system. This includes adding your company, teams, staff, and setting up your training modules.