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Business Operations in One Place.

Most small teams, coaches, and operators struggle with managing SOPs, internal requests, admin, and meeting logs.
Things are spread across Google Docs, Slack, and email
and no one knows where to find anything.
These templates bring structure to your backend: SOP libraries, internal dashboards, onboarding flows, and ops control centers all in Notion.

Company

Capitol Insights is a strategy consulting and research firm focused on helping organizations and policymakers navigate emerging markets and public affairs. Their work involves managing multiple stakeholders, nurturing client relationships, and delivering high-level insight under tight deadlines.

Challenge

Before working with us, Capitol Insights operated with a mix of spreadsheets, email chains, and disconnected tools to manage clients, tasks, goals, and interactions.
They had no streamlined CRM, and their finance tracking, internal tasks, and objectives were siloed β€” making it difficult to stay aligned across the business. New leads were hard to log quickly, and follow-ups sometimes slipped through the cracks. Simple things like tracking meetings, objectives, or payment statuses required digging through multiple sources.

How We Solved It & The Results

We built a centralized Business Operations HQ in Notion β€” a powerful, all-in-one workspace tailored to their workflow and day-to-day rhythm.
What we built:
πŸ”— CRM Dashboard: Visual client pipeline with quick-add buttons for leads & clients
πŸ“† Task Manager: Linked to objectives and clients, with calculated due dates
🎯 Objective Tracker: Track goals by project, owner, and completion rate
πŸ—‚ Interaction Log: Document meetings, follow-ups, and client communication in one place
πŸ’΅ Finance View: Track invoices, amounts, and payment status
βž• Quick Capture Panel on the homepage to add tasks, objectives, leads, or interactions in one click

Results:
- Capitol now manages clients, goals, and meetings from one dashboard
- Leads and tasks are logged instantly, with smart filters by urgency
- The team has full visibility on what’s due, what’s paid, and what needs attention
- Reduced friction and increased accountability across business operations

Capitol Insights β€” Breakdown

We built a centralized Business Operations HQ in Notion β€” a powerful, all-in-one workspace tailored to their workflow and day-to-day rhythm.

Before vs After Tool Stack

Before:
The team was juggling spreadsheets, emails, Trello boards, and payment trackers β€” with no clear coordination, and important details slipping through the cracks.
After:
We migrated their entire workflow into Notion β€” centralizing clients, tasks, finance, and communication in one place. The result? Less chaos, faster execution, and reduced tool costs.

Institution

2819 Church is a fast-growing ministry and movement with a mission rooted in events, outreach, merchandise, and travel logistics. Their operations span multiple areas β€” from hosting events and tracking donations, to managing merchandise inventory and coordinating travel arrangements across cities.

Challenge

Before working with us, the church team juggled their operations using scattered WhatsApp messages, spreadsheets, email threads, and manual updates. Event planning lacked structure, travel bookings were hard to track, and merchandise sales had no real inventory visibility. Risk management and internal task tracking were either ignored or lost in conversation, making it difficult to stay organized and proactive.

How We Solved It & The Results

πŸ›  We built a centralized Operations HQ in Notion β€” a powerful, all-in-one workspace designed for 2819 Church’s unique rhythm of ministry, events, and logistics.
What we built:
🎟 Event Manager – Track upcoming church events, schedules, and deadlines in one place
🧳 Travel Options Tracker – Log itineraries, bookings, and plans for mission trips or conferences
βœ… Task Manager – Monitor ongoing responsibilities, assign tasks, and view what's overdue
🚨 Risk Logging System – Record potential risks for event planning, travel, and operations
🧾 Finance View – Maintain a clean log of church expenses and transactions
🧒 Merchandise Manager – Track product sales, stock levels, and inventory details
⚑️ Quick Action Panel – Add events, tasks, risks, or merchandise entries in one click right from the homepage

Results:
- 2819 Church now runs all core operations from one intuitive dashboard
- Team members can instantly log tasks, plan events, and prepare trips with no confusion
- Event planning is smoother, merchandise is better tracked, and risks are clearly documented
- Operations are more coordinated, and ministry work happens with less stress and more structure
Praise The Lord!! πŸ™πŸΌπŸ™πŸΌπŸ™πŸΌπŸ™πŸΌ

Modern Church

We built a streamlined Ministry Operations Hub in Notion β€” an all-in-one control center designed to fit the unique rhythms of church life, from managing events and travel to tracking tasks, risks, and resources.

Before vs After Tool Stack

Before:
The 2819 Church team operated across scattered tools β€” using emails, spreadsheets, calendars, and verbal check-ins to manage events, travel, and tasks. It was easy to miss deadlines, duplicate records, and lose track of logistics and inventory.
After:
We centralized their entire operations into Notion β€” bringing events, travel plans, merchandise tracking, risk logging, and task management into one cohesive workspace. The result? Smoother collaboration, faster updates, and total clarity across the ministry’s moving parts.

Company

Riwaya is a fast-rising travel agency known for its curated experiences, content-driven campaigns, and fast-paced execution across social platforms, newsletters, and ad campaigns. The team manages a lot β€” from marketing content and travel updates to team coordination and campaign tracking.

Challenge

Before working with us, Riwaya operated across disconnected tools like Google Sheets, social media schedulers, Slack threads, and multiple campaign dashboards. There was no centralized place to track newsletter plans, social content, paid ads, or team deliverables. Important insights were spread thin, analytics were hard to compare, and team members lacked a clear system for ownership or accountability.

How We Solved It & The Results

πŸ›  We built Riwaya a centralized Operations HQ in Notion β€” a smart, all-in-one system for running campaigns, tracking content performance, and organizing internal execution:

πŸ“© Newsletter Pipeline: See what’s drafted, designed, and scheduled β€” all with one glance.

πŸ“… Social Media Calendar: Plan, view, and manage posts across platforms by date and channel.

πŸ’° Paid Ads Tracker: Monitor budget, performance (CTR, CPC), and ROI across campaigns.

βœ… Team Task View: Everyone sees what they’re working on, what’s overdue, and what’s next.

πŸ“ˆ CEO Metrics Dashboard: A clean data snapshot of campaigns, open rates, and conversions β€” always updated in real time.

Results:
βœ… One source of truth for newsletters, campaigns, and team tasks
βœ… Higher clarity on ROI, with clear side-by-side campaign insights
βœ… No more scattered tools or missed launches
βœ… Executives can quickly track performance and make faster decisions

Riwaya Template Breakdown

We built a streamlined Travel Operations HQ in Notion β€” an all-in-one command center tailored to Riwaya’s fast-paced campaigns, team deliverables, and data-driven execution across newsletters, social media, and paid advertising.

Before vs After Tool Stack

Before:
Riwaya’s marketing team ran on scattered workflows β€” juggling spreadsheets, WhatsApp chats, emails, Trello boards, and platform dashboards. Campaign data was siloed, performance metrics weren’t unified, and the CEO had no quick way to get a pulse on performance. Tasks were missed, and scaling efforts were bottlenecked by tool switching.
After:
We centralized their entire marketing operation in Notion β€” uniting newsletters, social media calendars, paid ads tracking, team tasks, and CEO dashboards into one cohesive hub. Now, the team works in sync, with real-time data, instant updates, and clear visibility from intern to executive.