Client: SavvyRevenue
Industry: Marketing
Collaboration: 1 Year
Overview
Andrew partnered with us to evolve his Notion Workspace, aiming to focus on what he did best: growing his business, without wasting another minute on project management, chasing after employees, and keeping up with all the Notion app upgrades.
Over the course of a year, we implemented significant improvements and provided ongoing support to ensure their system remained optimized and evolved with their business needs. The client’s team worked entirely asynchronously, relying on Notion for their workspace and work needs.
Services Provided
Regular Workspace Maintenance: Ensured the Notion Workspace was consistently updated and functioning smoothly.
Creation of a New Marketing Workspace: Developed a dedicated space for the marketing team to manage campaigns, track progress, and collaborate efficiently.
Automations: Added various automations to reduce manual tasks, increasing overall productivity.
Email Templates: Designed new email templates to standardize communications and improve efficiency.
Importing Zoom Meeting Logs: Integrated Zoom meeting logs into Notion with AI-generated summaries for easy reference and record-keeping.
Continuous Support to Operations Team: Provided ongoing assistance to the operations team to ensure seamless workflow and address any issues promptly.
Asynchronous Collaboration
The team worked entirely asynchronously, utilizing Notion for all their workspace and work needs. We used Loom to share project briefs and feedback, ensuring clear communication despite different working hours and locations. Regular progress updates were shared asynchronously, keeping everyone informed without the need for constant meetings.
Comprehensive Employee Engagement
Throughout the course of our work, I had the opportunity to collaborate with all employees at SavvyRevenue. This comprehensive engagement allowed me to understand their unique needs and tailor the Notion Workspace to support each team member effectively. The client team was excellent at documenting their processes, which greatly facilitated our collaboration and ensured smooth transitions and updates.
Ongoing Support Membership
The client opted for our ongoing support membership, which includes:
🚀 Up to 3 Requests at a Time: Clients can have up to three active requests at any given time, ensuring focused and timely updates.
📋 Notion-Based Request Board: A centralized request board in Notion for easy tracking and management of requests.
👥 Accessibility to All Team Members: All team members have access to the request board, fostering collaboration and transparency.
📅 Weekly Sync-Up Calls: Regular weekly check-ins to discuss progress, address concerns, and plan upcoming tasks.
⏱️ Average 5-Day Delivery: Efficient turnaround with an average delivery time of five days for each request.
🔄 Unlimited Requests: Clients can submit as many requests as needed, ensuring continuous improvement and adaptation.
Results
Improved Efficiency: The new Marketing Workspace and automations significantly reduced manual work, allowing the team to focus on more strategic tasks.
Enhanced Communication: The new email templates standardized communication, leading to clearer and more professional interactions.
Better Record-Keeping: Importing Zoom meeting logs with AI summaries made meeting records more accessible and useful, improving follow-up actions and accountability.
Consistent Support: Ongoing support ensured that the client’s operations remained optimized and could quickly adapt to any changes or new requirements.
Seamless Asynchronous Collaboration: Using Notion and Loom, we maintained effective communication and project management, despite the team working asynchronously.
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