AI Business OS Notion Template — SMB Owner Dashboard | Client CRM, Finance, Projects | Instant Download
Stop managing your business across 12 different apps.You have a CRM in one tool, invoices in another, projects in a spreadsheet, content ideas in your Notes app, and goals written on a whiteboard from six months ago.It's not working. And adding more tools won't fix it.The AI Business OS pulls everything into one connected Notion workspace — so you always know your numbers, your clients are never forgotten, and every project has a deadline someone's accountable for.8 modules. All connected.- 🏠 Home Dashboard — daily focus, live revenue stats, upcoming deadlines, content queue- 👥 Client CRM — pipeline from lead to closed, deal values, last contact, next actions- 📋 Project Tracker — kanban board + timeline, linked to clients and invoices- 💰 Finance Hub — invoice tracker, monthly revenue, overdue flags, expense log- 📱 Content Calendar — multi-platform scheduler, ideas bank, performance tracker- 🤖 AI Prompt Hub — 20 starter prompts, save what works, build your AI playbook- 📊 Weekly Review — 15-minute Friday ritual with ChatGPT narrative prompt- 🎯 Goals & Strategy — annual vision → 90-day goals → weekly prioritiesWhat's included- ✅ Notion template link — duplicate in one click, fully set up in 90 minutes- ✅ 40-page setup guide PDF — every module, every property, every view explained- ✅ 20 pre-loaded AI prompts — ready to use with ChatGPT on day one- ✅ Weekly review template with the exact ChatGPT prompt to generate your business narrative- ✅ 90-day goal planning framework used by SydneyCo consulting clients- ✅ Email support — questions? hello@sydneyco.ukWho this is for✔ Service business owners — agencies, consultants, coaches, freelancers✔ SMB owners managing clients, projects, and invoices simultaneously✔ Anyone who wants to use AI but needs a proper system first✔ Notion users who want a done-for-you workspace that actually worksHow it works1. Purchase → Notion template link delivered instantly2. Click "Duplicate" → full workspace copies to your account in 30 seconds3. Follow the 40-page setup guide → operational in under 90 minutes4. Open the AI Prompt Hub → 20 prompts ready to use with ChatGPT immediately
Get it → sydneyugbeda.gumroad.com