Clients, projects, team capacity, retainers, leads, and profit — all connected in one Notion command center. Replace Monday.com and HoneyBook for $55. Once. Forever.
Instant digital download · No subscriptions · All future updates included
Monday.com for projects. HoneyBook for clients. A spreadsheet for retainer hours. Slack threads for team capacity. And zero visibility into which clients actually make you money.
Monday.com starts at $120/year. HoneyBook is $192/year. Teamwork is $240/year. You're renting tools that still don't talk to each other.
Clients add "just one more thing" and it never gets billed. Without a system, every change order dies in a Slack thread.
You assign work without knowing who's already maxed out. Someone burns out. A deadline slips. You find out too late.
Clients on monthly retainers get more work than they pay for. You don't notice until the month is over and it's too late to bill.
Every module is connected to every other. Update a client's project status — the dashboard, team load, and invoice tracker all reflect it automatically.
Your daily home base. Surfaces overdue invoices, at-risk projects, ghost alarm leads, and overloaded team members — all in one view.
Master client list with health status, outstanding balance, active projects, and relationship history. The anchor of the entire system.
Full CRM from first contact to won. Ghost Alarm flags every silent proposal automatically. Know your win rate and pipeline value at a glance.
Track all client work with real-time Project Health — On Track, At Risk, Blocked, Overdue. Auto-calculated from task completion and due dates.
Individual work items linked to projects and team members. Priority flags, due dates, and blocked status — surface what needs attention today.
Track every team member's load in real time. Capacity Status flags who's 🟢 Available, 🟡 Near Capacity, or 🔴 Overloaded before it becomes a problem.
Monthly agreements with hours logged vs. included. Overserve alerts fire when a client is getting free work. Never give away hours again.
Invoices, payment tracking, overdue alerts, and monthly revenue summaries. See which clients are profitable and which are costing you money.
Every proposal you send starts a silent countdown. When a client goes quiet past your threshold, Ghost Alarm fires — telling you exactly how many days it's been and that it's time to follow up.
No more proposals that just… disappear. No more "I forgot to follow up." Your pipeline stays moving.
See exactly who has bandwidth and who's about to break — before you assign the next project. No more discovering someone is maxed out after the deadline slips.
Capacity Status is auto-calculated from active task hours. Green means available. Red means redistribute now.
Build in order: Clients → Leads → Team → Services → Projects → Tasks → Retainers → Invoices → Change Requests → Monthly Summary. Everything links. Nothing gets lost.
Dashboards update in real-time as work moves forward — no manual syncing.
Every "just one more thing" becomes a logged Change Request. Nothing leaves unbilled.
The only Notion business template that connects delivery directly to profit and invoicing.
You run a small agency or studio — design, dev, marketing, social, SEO — with 2–10 people and multiple active clients at once.
You've had scope creep eat your margins because extra work wasn't tracked, logged, or billed as change orders.
You have retainer clients and suspect some months you're giving away more hours than you're charging for.
You manage a team and regularly discover someone is overloaded only after a deadline has already slipped.
You pay for Monday.com, HoneyBook, or Teamwork and feel like you're only using 20% of what you pay for.
You want one system — not four tools that don't talk to each other — that you actually own and control.
Stop paying $552 a year for tools that don't talk to each other. Business OS is $55. Once. Yours forever. Every module connected, every alert automated.
Get Business OS — $55 One-time payment · Instant download