Phoenix - Your AI AssistantSet Up Your Notion or Monday.com Workspace for a Small Team
Delivery in
3 days
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What you get with this Offer
A workspace your team opens on Monday, not one they abandon in week three.
Most Notion and Monday.com setups fail the same way: someone builds an elegant structure, nobody agrees what a status means, and within a month the real work has moved back into chat.
So I start from how your team actually works, not from a template.
WHAT YOU GET
- A 30-minute call to map how work arrives, moves and finishes today
- One workspace built in Notion or Monday.com, your choice, covering up to 3 areas of work
- A structure your team can navigate: projects, tasks, owners, dates and status
- Statuses defined in plain English, so "in progress" means one thing to everyone
- The views that matter: what is mine, what is late, what is happening this week
- Up to 3 automations for the handoffs that always get forgotten
- A short recorded walkthrough your team can watch instead of being trained
- One revision round after your team has used it for a few days
ALSO WORKS IN
ClickUp, Asana, Trello and Airtable, if you would rather build there.
WHO I AM
PMP certified, ClickUp certified, MBA, ten years in business management. I build and run these systems for founder-led teams every week.
NOT INCLUDED
Data migration from an old tool, paid plan licences, and ongoing administration.
Most Notion and Monday.com setups fail the same way: someone builds an elegant structure, nobody agrees what a status means, and within a month the real work has moved back into chat.
So I start from how your team actually works, not from a template.
WHAT YOU GET
- A 30-minute call to map how work arrives, moves and finishes today
- One workspace built in Notion or Monday.com, your choice, covering up to 3 areas of work
- A structure your team can navigate: projects, tasks, owners, dates and status
- Statuses defined in plain English, so "in progress" means one thing to everyone
- The views that matter: what is mine, what is late, what is happening this week
- Up to 3 automations for the handoffs that always get forgotten
- A short recorded walkthrough your team can watch instead of being trained
- One revision round after your team has used it for a few days
ALSO WORKS IN
ClickUp, Asana, Trello and Airtable, if you would rather build there.
WHO I AM
PMP certified, ClickUp certified, MBA, ten years in business management. I build and run these systems for founder-led teams every week.
NOT INCLUDED
Data migration from an old tool, paid plan licences, and ongoing administration.
What the Freelancer needs to start the work
To build your workspace, please send:
1. Which tool you want: Notion or Monday.com.
2. The 2 or 3 areas of work it needs to cover, for example client delivery, sales pipeline, internal projects.
3. How many people will use it, and who does what.
4. How work reaches you today, and where it usually gets stuck.
5. Access to the workspace, or an invite to a new one.
6. Two or three times you are free for the 30-minute call, with your time zone.
The three-day clock starts once access and the call are booked.