Done-for-you Notion Customization
Our Process:

  • 1. Onboarding consultation:

    60-minute call where we’ll explore your current real estate business systems and identify your pain points, constraints, questions, areas of improvement, and possibilities. We’ll guide you to identify opportunities within your processes, workflows, and system, so we can optimize how you're using Notion day-to-day for your business.

  • 2. Customization hours:

    Together, we’ll assign the customization hours that will be used to work on your Notion workspace. These are “done-for-you” customization hours.

    They can be used for:

    • Workspace cleanup

    • Database setup (eg. CRM or Transaction databases)

    • Business Dashboard building

    • Database template setup

    • Workflow setup

    • Data import (eg. from other CRMs into Notion, etc.)

    • Anything else you instruct us to work on in your Notion workspace!

    Our customization hours can be used all at once or can also be spread out over a maximum period of 6 months should you need our services on a more periodic basis.

  • 3. Support:

    Throughout the duration of our services, you’ll get support via email, video, and access to your Client Portal to ask any questions you may have.

  • 4. Follow-up call:

    60-minute call where we’ll do a walkthrough of the custom work completed in your Notion workspace, provide guidance to ensure you make optimal use of your new & improved space, and give you the opportunity to ask any remaining questions you have.

  • 5. Investment:

    $1,297 USD

    Includes:

    • 60-minute Onboarding consultation

    • 6 Customization hours

    • 60-minute Follow-up call

    Additional Customization hour blocks may be added as requested at an additional cost of $197 USD per unit.

  • 6. Questions?

    If you have any questions, aren’t sure how something would work in practice or would like to discuss any changes, please let us know by emailing us directly at heyjessloza@gmail.com or book a 30-minute session to discuss here.

Testimonials