Brand Strategy Consultancy OS (Template + Automation Guide)
The Complete Operating System + Full Automation Setup for Brand Strategy Consultants Who Want to Work 20 Hours/WeekStop drowning in client emails, scattered spreadsheets, and manual project tracking. This is the all-in-one Notion workspace plus complete automation guides that handle your entire client operation from first contact to final invoice.✨ What You Get🎨 Complete Brand Strategy Consultancy OS9 Interconnected Databases: 👥 Client Management — Every client, organized and accessible 📊 Project Tracking — Visual timelines with automatic status updates ✅ Deliverable Approvals — Client portal with built-in approval workflow 📝 Meeting Notes — Linked to clients and projects for easy reference 🎨 Resources & Assets — Brand files, logos, fonts, research library 💰 Invoice Tracker — Stripe-ready with automatic payment logging 📄 Contracts & Agreements — SOWs, NDAs, terms tracking ⭐ Testimonial Requests — Automated follow-up system 📈 Business Metrics — Revenue, project health, capacity dashboard Automatic Client Portals:Each client gets their own portal page where they can: View their projects in real-time Approve deliverables with one click Track revision rounds (2 per phase) See meeting notes and resources Clients only see THEIR data (auto-filtered) Formula-Driven Automation: Project status updates automatically ("On Track" → "Awaiting Client" → "Revisions Needed") Visual progress bars show completion percentage Revision limits prevent scope creep Everything updates in real-time — zero manual work ⚡ BONUS: Complete Automation Setup GuidesThis is what makes the Blueprint Package different. You don't just get the template — you get 5 complete Zapier workflows with step-by-step setup instructions:✅ Automation #1: Tally → Notion (Client Intake)Your intake form automatically creates Client records in Notion. No copy/paste from form submissions ever again.✅ Automation #2: Stripe → Notion (Payment + Project Creation)When a client pays, the system finds their record, updates their status, and creates a new Project. Completely hands-off.✅ Automation #3: Stripe → Notion (Invoice Tracking)Every payment is automatically logged as an invoice record for bookkeeping. Your accountant will love you.✅ Automation #4: Notion → Kit (Client Onboarded Tag)When a client becomes "Active," they're tagged in Kit to receive your onboarding email sequence.✅ Automation #5: Notion → Kit (Project Complete Tag)When a project finishes, clients are automatically tagged for testimonial requests and upsell opportunities.Each automation includes: Complete field mapping tables Property reference guides Stripe product name mapping Test mode procedures with troubleshooting Common issues & fixes Estimated automation setup time: 30-45 minutes (one-time setup, works forever)📖 Complete Documentation Quick Start Checklist — Get up and running in 15 minutes Step-by-Step Setup Guide — No tech experience needed Client Onboarding Templates — Copy/paste messages for new clients Workflow SOPs with Examples — Real consultant/client scenarios Database Reference Guide — Every property explained Troubleshooting Section — Common issues solved 📞 30-45 Minute Onboarding Call System walkthrough tailored to your services Answer your specific questions Customize for your workflow Get you up and running with confidence 🎯 Perfect For Brand strategists managing 3-8 clients Consultants tired of email chaos and manual tracking Creative professionals who want systems that run themselves Anyone targeting a 20-hour workweek without sacrificing quality People who want full automation, not just a pretty template 🚀 How It WorksStep 1: Purchase & duplicate the template into your Notion workspace (one-click)Step 2: Follow the automation setup guides to connect Stripe + Zapier + Tally + Kit (30-45 minutes)Step 3: Schedule your onboarding call (we'll walk through everything together)Step 4: Add your first client and watch the entire system work automaticallyYour workflow after setup: Client fills out your intake form → Notion updates Payment received → Project created automatically You work on deliverables → Client approves in their portal Project complete → Testimonial request sent automatically No more manual data entry. No more switching between tools. No more email chaos.💡 What Makes This DifferentMost Notion templates are just empty databases. This is a complete operating system with:✅ Pre-built client approval workflows✅ Automatic status tracking✅ Built-in revision management✅ Professional pink/green aesthetic (choose PINK or GREY)✅ Real automation guides (not just formulas — actual Zapier workflows)✅ Field mapping documentation (so you know exactly what goes where)✅ 30-45 minute onboarding call (actual human support)This is the difference between a $199 template and a $2,500 custom build — you get the automation setup without paying custom rates.Built by a systems designer who understands the 20-hour workweek goal.📦 What You'll ReceiveImmediately after purchase: Notion duplicate link (instant access to full template) Automation Setup Guides page (5 complete Zapier workflows) Complete documentation library Email with onboarding call scheduling link Includes: Lifetime access to all future updates Email support for setup questions 30-45 minute personalized onboarding call 💰 Investment: $699(Equivalent to 4-6 hours of your billable time — saves you 15+ hours/month forever)What you'd pay elsewhere: Notion template only: $199-299 Zapier consultant to build automations: $500-800 Custom system + automations: $2,500-3,500 With the Blueprint Package, you get it all for $699.❓ Questions Before You Buy?Email greenjawara@gmail.com — I'm happy to answer questions about whether this system fits your workflow.Ready to stop managing your business through email and scattered spreadsheets?Get instant access now. 👇
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