Automatic priority
Every task sorts itself by importance and deadline. Open 'Today' and know where to start.
Notion template · One-time payment
Stop chasing your business. Run it from one dashboard.
Clients, projects, tasks, invoices and content all connected. Priorities, deadlines and taxes calculate themselves, so you can just work.
- Works with free Notion
- Ready in 15 minutes
- 14-day refund
Income
€3,900
Expenses
€1,025
Profit
€2,875
Income / Expenses
May
Jun
Jul
Aug
Sep
Oct
Today
Send quote
Call with Lumen
Instagram post
Logo revision
October goal49%
✅
Invoice paid
+ €3,660
🔔
Follow up
Lumen Fitness, 13 days
🎯
Monthly goal
49%
9
connected databases
35+
ready-made views
12
pre-written documents
15
minutes to get started
Before and after
Without Business OS
- Clients scattered in your phone
- Forgotten invoices
- No idea what you really earn
- Leads that disappear
- Surprise taxes
With Business OS
- Everything in one place
- Overdue invoices flagged automatically
- Margin on every project
- Automatic follow-ups
- Know how much to set aside each month
It does the math for you
Clients to follow up
After 7 days without contact, the client comes back on your list. No lead lost.
Overdue invoices
Unpaid invoices flag themselves, with days overdue.
Margin per project
Revenue minus costs: instantly see which jobs are worth it.
Monthly goal
A bar shows how far you are from the revenue you aimed for.
Taxes to set aside
Know every month how much to put aside, no surprises.
Free demo · No sign-up
Try it before you buy it
Open the Business OS demo: it's a real Notion with an example agency's data. Click anywhere, explore clients, projects, tasks and finances.
Read-only
You can explore everything without breaking anything.
Complete template
9 linked databases, dashboard and 12 documents.
Sample data
See right away how priorities, invoices and reports work.
The demo opens in a new tab. No Notion account required.
Every module, connected
Dashboard
This month's numbers, today's tasks, follow-ups and invoices to collect at a glance.
Dashboard
Income
€3,900
Expenses
€1,025
Profit
€2,875
Income / Expenses
May
Jun
Jul
Aug
Sep
Oct
Today
Send quote
Call with Lumen
Instagram post
Logo revision
October goal49%
Clients CRM
Stage-based pipeline with weighted value and the source of every contact.
Clients CRM
New lead
Studio Alba
€1,200 · Instagram
Marco R.
€1,200 · Instagram
Qualified
Lumen Fitness
€1,200 · Instagram
Proposal
Verde Bistrot
€1,200 · Instagram
Kora
€1,200 · Instagram
Won
Atelier Nove
€1,200 · Instagram
Projects
Automatic progress, timeline, margin and budget used.
Projects
Verde Bistrot website72%
Margin €1512 · Budget used 62%
Lumen branding45%
Margin €945 · Budget used 35%
Kora campaign90%
Margin €1890 · Budget used 80%
Tasks
Today, Week, Kanban and Calendar views.
Tasks
☐ Send Kora quoteUrgent
☐ Carousel post draftHigh
☐ Contract reviewHigh
☐ Update portfolioMedium
Finance
Income, expenses, VAT, invoices and monthly reports with charts.
Finance
#014 Verde Bistrot€1,830Paid
#015 Lumen€900Overdue · 6 d
#016 Kora€1,200Pending
Content
Editorial calendar, idea bank and leads generated by every post.
Content
1
2
3
Post
4
5
6
Post
7
8
9
10
Post
11
12
13
14
Post
15
16
17
Post
18
19
20
21
Post
22
23
24
25
Post
26
27
28
Meetings
Structured notes with actions that become tasks.
Meetings
Call with Lumen Fitness · Oct 14
Notes: they want to launch the new course in November.
Actions → Tasks
→ Send campaign proposal
→ Prepare moodboard
→ Schedule follow-up
Documents
5 SOPs, 5 emails and 2 contract outlines already written.
Documents
📄 Client onboarding SOP
📄 Project closing SOP
✉️ Quote email
✉️ Payment reminder email
📝 Services contract
📝 Retainer contract
Try before you buy
Don't buy blind. Open the public read-only demo and click anywhere.
Ready in 3 steps
1
Buy
Get the link by email right away.
2
Duplicate
One click and the template is in your Notion, even the free plan.
3
Start
Follow the Start here page and the video: ready in 15 minutes.
Who it's for
💻 Freelancers
🧠 Consultants
🎥 Creators
🏢 Small agencies
It's not e-invoicing software or a warehouse management system.
Pay once, use it forever
Base
one-time payment
- Full template (9 databases + dashboard)
- 12 pre-written documents
- Video tutorial
- Free updates
Add-on for Business OS
Client Kit
Win clients. Wow them. Bill every extra revision.
€19 when added to Business OS
€29 if bought on its own
Business OS runs your business. The Client Kit runs your clients: everything between "I'm interested" and "here's my testimonial", in the same clean design you already use.
- Proposals that close: build quotes from your price list and the totals and discounts calculate themselves. You'll know exactly when to follow up.
- A private portal for every client: progress, milestones, files and approvals on one shareable page.
- Revision tracking: every round is counted. When a client goes over the included revisions, the kit flags it and calculates the extra to bill.
- Intake form: qualify new leads by budget and deadline before the first call.
- Testimonial collector: ask at the right moment and keep a wall of love ready for your website.
- 6 ready-to-send client emails: from proposal follow-up to project wrap-up.
Works on its own or alongside Business OS · Duplicate in one click · Personal use license
🔒 Secure payment · ⚡ Instant access · ♾️ Lifetime access · 🔄 Free updates
14-day guarantee: if the template isn't for you, we refund you. No complicated questions.
Frequently asked questions
Do I need a paid Notion plan?
No, it works with the free Notion account.
How long does it take to get started?
About 15 minutes with the Start here page and the video.
Can I customize it?
Yes, everything: fields, views, colors, names. It's your Notion.
Does it work for teams?
Yes, invite your collaborators and everyone sees their own tasks.
Does it replace e-invoicing?
No, it helps you track invoices and payments; e-invoices must be issued with your software or accountant.
Will I get updates?
Yes, free, with an email notice.
Does it work outside Italy?
Yes, VAT and currency are editable.
What if I don't like it?
You have 14 days for a refund.
Your business deserves more order (and less stress).
One place for clients, projects, money and content. Ready in 15 minutes.
Get Business OS for €39