NOTION SETUP

Get Organised with a Tailored Notion Setup in 5 Days

For service-based business owners who want less overwhelm and more organisation

I’ve been using Notion for three years to organise my own business and manage projects with clients. It’s the one place I keep everything - from tasks and content plans to client notes and shared resources.

Most of my clients have picked it up quickly and found it really easy to use. I’ve helped some of them set up Notion from scratch, creating simple systems that make their businesses run more smoothly.

Notion is flexible, customisable, and fun to use once it’s set up in a way that fits you.

But it’s often the setup that puts people off - starting with a blank canvas can feel quite daunting and although there are templates out there, it can be a little overwhelming to have more than you need presented to you.

This is where I come in.

What is Notion?

Notion is an all-in-one workspace tool that’s been around since 2016 and is used by millions of people worldwide. Think of it as part notes app, part task manager, part database - but completely flexible to design however you like.

You can use it to:

  • Plan your projects and daily tasks

  • Create client portals for sharing notes, resources, and updates

  • Build content calendars

  • Track habits, goals, or anything else you want to keep an eye on

Notion has a free plan that covers most small business needs, meaning you don’t have to pay to get started, and you can grow your setup as your business grows.

Client Testimonials

  • “I asked Heather if she thought it was a good idea for me to use [Notion], and whether she could set me up. Little did I know, she would absolutely change my systems for better! I was closely guided through the whole process, and taught how to use the intuitive platform she'd built for me. She made sure it was simple but highly effective, and even had the time to build out a client portal template for me too, which I have had SO much good feedback on. Overall, both myself and my clients feel so much more clarity about the projects we're working on together. I've now gone away and built myself a whole personal Notion system too - proving that Heather helped me break through that overwhelm and make sense of it all in my own language!”

    Bec Morris, Brand Consultant

  • “Heather set up a Notion workspace for me and has made me make sense of organisation I didn't even know I needed! 10/10 communication, service and completely did what she said she would, when she said she would. Highly recommend!”

    Wendy O’Beirne, The Completion Coach

My Notion Setup Service

This isn’t a template I hand over and leave you to figure out. It’s a done-for-you setup designed around the way you already work.

We’ll have a kick-off call so I can understand what you need and how you like to organise things. From there, I’ll build your Notion workspace to suit your business.

You’ll also get a built-in resource library so you have a ready-made space for links, files, and references. Everything will be designed to feel simple, not overwhelming, and easy to keep up with.

Once your setup is ready, we’ll have a handover call so you feel confident using it straight away.

What’s included

Your fully customisable Notion setup, completed within 5 working days.

1 x 30-minute kick-off call to map out your needs

Personalised build: with almost endless possibilities in Notion, we’ll determine what you need.

Common uses are:

Client portals (resources, session notes etc)

Task and project tracking

Content planning and scheduling

Goal setting or habit tracking

1 x review cycle to tweak and refine

1 x 30-minute handover call so you feel confident using it

A starter resource library built in, so you’ve got a ready-made space to store and share links, files, and references

LET’S GET STARTED

What you’ll walk away with

  • 3–5 core pages (what these are can be decided during our clarity call). If you need something more complex, we can chat about adding on extra build time

  • Clarity: one central hub instead of scattered notes, docs, and apps

  • Confidence: knowing exactly where to find things and how to use your system

  • Professionalism: smooth client portals that make you look organised and easy to work with

  • Headspace: less overwhelm from juggling different tools, more focus on what matters

  • Flexibility: a setup you can adapt as your business grows and shifts

  • A ready-to-use resource library: no more digging for links, files, or references; everything lives in one tidy place

How Notion can help you run your business

Custom routines and reminders

Together, we’ll design pages or trackers that support the way you actually work day-to-day, rather than forcing you into someone else’s system.

Structure + creativity

Your setup can be as stripped back or as detailed as you like. If you’re motivated by colour and visuals, we can make it creative and fun. If you need bare-bones simplicity, we can keep it minimal.

Visual flexibility

I’ll create views that work with how you like to see information (lists, boards, calendars, or tables).

You can switch between them depending on your mood or energy levels.

A little about me

Hi, I’m Heather. I provide online business support, business mindset mentoring, and I’m the founder of The .PAUSE Network. After 20+ years in admin, ops, and project management, I know what it’s like to juggle endless moving parts and feel buried under systems that don’t actually help.

When I created Virtual Heather, my focus became helping thoughtful, values-led business owners find more ease in the way they work. Over time, that’s meant blending mindset support with practical systems — because it’s never just about the to-do list, it’s about creating ways of working that actually feel good.

Notion has been my go-to tool for three years now. It’s where I keep my own business running smoothly, and it’s where I’ve helped clients create everything from simple task trackers to professional client portals. I love setting people up with a system that makes things easier, clearer, and more enjoyable to manage.

Getting started is simple

Sign up for a free Notion account

Notion’s free plan is more than enough for most small businesses. Create your account here: Sign up for Notion (aff link).

Book a free clarity call

Once you’ve got your account, book your kick-off call with me and we’ll get started.

Get organised within 5 days

I’ll build your tailored Notion workspace, refine it with your feedback, and walk you through it so you feel confident using it straight away.

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My Notion setup service is priced at £179. A one-off investment for a personalised system you can use every day to stay organised.

This includes a 30-minute kick-off call, tailored build (usually 3–5 core pages like a task tracker, client portal, or resource library), a review cycle, and a handover call so you feel confident using it.

Why Notion?

There are plenty of tools out there, so why pick Notion?

I’ve tried and tested so many systems over the years. Every now and then I get curious, dip my toe, but always come back to Notion.

The difference is flexibility. Most apps force you into their structure: a task list here, a board there, endless folders to dig through. Notion gives you one workspace that you can shape around your business, instead of the other way round.

It can be stripped back to the bare essentials (a simple task list, a place for notes) or packed full of features with content calendars, client portals, and project dashboards. You can even build databases within databases, linking everything together so it feels pretty limitless.

Notion isn’t just practical, it’s really fun to use. Creatives especially love it because it’s so customisable. You can design pages to look and feel the way you want, making your workspace not only useful but also inspiring to open every day.

It’s powerful enough to handle the big picture but simple enough for everyday use. And because it’s all in one place, you’re not constantly switching from one system to another (the phone app is great too, by the way!)

Best of all, Notion is free to get started. For most small businesses, the free plan is more than enough. That means you can have a professional, centralised system without paying for five different subscriptions.

Frequently Asked Questions:

  • Yes, you’ll need a Notion account so I can build your setup inside it. The good news is, Notion has a generous free plan that’s more than enough for most small business owners. You can sign up quickly here: Sign up for Notion. (aff link)

  • Not really. Part of this service is setting it up so it feels straightforward for you. I’ll walk you through everything in the handover call, and your system will be built to be simple, not overwhelming.

  • Yes, Notion is flexible enough to be visual, minimal, detailed, or creative. Whether you’re neurodivergent or just like things a certain way, I’ll tailor your setup to fit how you naturally work, not how someone else says you should.

  • That’s fine. I can tidy up what you’ve already got and streamline it into a system that makes sense, or we can start fresh if that feels easier. Book a free clarity call and we can discuss it.

  • This is a one-off investment for a personalised system you can use every day to stay organised. This includes a 30-minute kick-off call, tailored build (usually 3–5 core pages like a task tracker, client portal, or resource library), a review cycle, and a handover call so you feel confident using it.