The Notion and ClickUp templates we use with clients.
Nothing theoretical — these are the working documents behind our engagements: 4 Notion pages and 4 ClickUp setups, each installable in under an hour.
- Notion15 min setup
Ownership Map
Clarity
One page listing every important outcome, its single owner, and the decision they are allowed to make without escalating.
- Outcome database
- Owner + backup fields
- Decision-rights column
- Review log
- Notion20 min setup
SOP Library
Automation
A consistent format for documenting processes so a new hire can follow them without asking you.
- SOP template page
- Owner + last-reviewed dates
- Screenshot blocks
- Status workflow
- Notion10 min setup
Meeting Operating System
Leadership
Agenda and notes structure that forces every meeting to end with owners, decisions and dates.
- Weekly agenda template
- Decision log
- Action items with owners
- Rolling metrics block
- Notion30 min setup
Company Wiki Starter
Clarity
The minimum internal wiki: how we work, who owns what, where things live, and what we have decided.
- Home dashboard
- Team directory
- Tooling index
- Decision archive
- ClickUp25 min setup
Weekly Operating Cadence
Execution
A space configured for the weekly review: priorities, blockers, owners and a visible scoreboard.
- Weekly list + recurring tasks
- Blocker custom field
- Owner views
- Scoreboard dashboard
- ClickUp35 min setup
Client Onboarding Pipeline
Automation
A triggered onboarding checklist so every client gets the same first two weeks without you driving it.
- Task template set
- Automations for handoffs
- Form intake
- Kickoff checklist
- ClickUp20 min setup
Delivery & QA Board
Execution
A delivery board with a real QA gate, so quality is checked by someone other than the founder.
- Stage statuses
- QA checklist field
- Reviewer assignment automation
- Overdue view
- ClickUp15 min setup
Hiring Scorecard
Leadership
Structured scoring for candidates against the outcomes of the role, not how the interview felt.
- Role outcome list
- Scoring custom fields
- Interview stage pipeline
- Comparison view
Want the whole library at once?
Ask for the full pack and we will send every Notion page and ClickUp space, plus a short note on the order to install them in.