How to Notion for Entrepreneurs

1. Welcome: Hi, I'm Hershman Lonnie, and I'll be working with you to optimize your set up as an entrepreneur, on notion, as an entrepreneur, you know best how chaotic it can be in order to try to keep track of all of the different things that we have to do to run our businesses. And so I wallows. Trying to find the perfect set up for me eventually fell upon notion. Notion has been the perfect way for me to do two things that will primarily be focusing on in our class. One is to find a way to actually have all of the important information systematically organized so that whenever I need to find something, I can really quickly find it and then to create a set up where even the information that isn't necessary immediately, I'm able to store for a later time and exactly know where it's at. One thing that really helps in this class is even pulling up your notion set up as you go through this video, it might make things a little slower, but any time you see something that even triggers an idea or things of that nature were very easily able to start implementing it, which will then allow you to actually start using it in the future rather than thinking something is cool and then not necessarily actually applying it. And so my goal is not to create this very long notion class where, you know you're constantly digging to find what's relevant to you, but rather is to condense all the information into a really quick one sitting class where you're able to sit through this entire thing and basically be able to have a second brain and your notion for your business. And so now you won't have to really worry about it, and you can focus on the things that actually matter to you and your organization. I'm super excited to work with you, and I hope to see on the other side. 2. Dashboard (Intro): Hello and thank you so much for making it through the intra video. We're really going to try to be as deliberate about how we go about this is possible. And so, like I said, one of the biggest goals for this class is to really create a system where you're able to quickly access the information that is most relevant to you. And one huge part of this is having a dashboard. And so, while I just wanted to introduce the idea of the dashboard right now, we will really be kind of developing it throughout the course. And so one of the first things we can really do is just I have, um this initial screen br dashboard. Obviously, if you want to change the icons, however you would like, um, that's all in all up to you, really as the same with the kind of cover photo. So, as you probably know, notion has a bunch of different covers that you can really do anything and everything with , but, um, based on personal preference, you can have a cover or not have a cover. Typically, I don't have a cover. And so this is our introduction to the dashboard, and now we will actually start working on developing it 3. Learning from Templates: while one of the biggest reasons I like notion is the reason of its flexibility and how you can really build it out in a way that you need it, I think there is a lot of value and just flying and skimming through the different templates that are already available from the Notion team. These templates can, um, really help and just further understanding how notion can help us. And so if you've looked through these templates before, obviously you can kind of skip around this course to find what you think would be beneficial. But I would definitely highly recommend just kind of going through here, because one of the best parts of the templates is you're able to see how the Notion team would set something up. And whenever the Creator has kind of done something, it's always worth spending a little bit of time, just seeing how they kind of went about it. And so here. Here's an instance where they're really focused on using the database properties in order to just capture and ah, really consolidate the information. And so the design component is so much pretty ah, relevant to entrepreneurs who may have a product that they're really focused on designer. If it's a software organization where, you know design is a huge component, definitely very important. Meeting notes is something I will go into personally and so. But it's always meaningful to see how they kind of one about it. And I think this is a pretty solid and concise way to go about it. So, you know, in the meaning, you want to kind of define your goals, discussion items and then action items after or something, and so definitely a meaningful template. See how they went about that? They kind of had this list view. They've used quite a bit. What kind of skip education right now as well as engineering, human resource is again can be relevant because now we're seeing how they would go about something. So again, we have this same meeting notes which, you know consistently shows that, you know, meetings are important. And for entrepreneurs really being ableto know why you're entering a meeting. What, you're leaving a, um after you kind of have that meeting and then also being able to find that information again. Whenever you think of an idea that may be contingent on that meeting. Definitely important. Another thing that I will talk about later in the course is kind of on boarding processes and, uh, protocols. And so here, you can kind of see Oh, this is kind of what it looks like whenever you have a new person. Oh, these are like the different things we need account for. Do they have this set up all of these things? And so this is actually a pretty beneficial way to look at this and definitely provides something for people that aren't as familiar with the notion to really just see how different people use notion. And, you know, this is this simple dashboard of a company home where you're able to kind of quickly access this information. It's pretty meaningful and so definitely worth exploring. And you can explore this on your own just because all of these templates are really available and readily accessible to anyone that's really using notion again, marketing is a huge component. And so this assets component is really just, you know, a really easy place toe have everything stored, so this person destroys all of their logos. Here have all of these marketing images all of the fonts that they use, basically just having everything really easy and accessible because there are two parts of entrepreneurship. There's one organizing things for yourself and then to another thing. That all kind of talk about in this course is what does the on boarding process look like? Many times, whenever you have to hire people, we know what we need. But many times they don't know what they need, or what we need are how we've always gone about particular amounts of information and so having everything all in one place where they can really quickly understand, like looking at this, I know what this organization cares about. You know, these air, their fonts, these this is their logo. And this is the things that whenever they need to access it there really quickly able to go to brand assets and access it again. We see meeting notes. Not today. A mood board, No, the load. Eventually this listen. And so this is kind of just an inspiration thing where whenever you see different things, you're able toe, clip him from the Internet and pretty quickly store them, and so we'll kind of talk about what I think are better systems for going about this stuff . But again, all of this is very valuable instituted support. And so I definitely urge you to kind of look through here and see how they've gone about it . It's really easy to use any template that you think is beneficial, But the majority of our class will really be building systems that are meaningful to us, that you rebuild ourselves because the reality is you. Whenever you build something yourself, there is a level of ownership that comes with it. There's a level of comfort. There's a level of I know how to adjust this to my needs as my needs change and whatever it comes with the template. Maybe you're not sure how they set up a particular part of the notion or how they're filtering something and so trying to dig through and understand that it's just it's a hassle that we don't necessarily want to take on. And so let's jump into now actually building out our personal dashboards 4. Task Management: All right, now let's jump into this. So the first thing that obviously comes to mind are the things that we need to do. And so for to do. There are two really big ways to go about this, and I'm going to very briefly hit on the 1st 1 which I'm not necessarily a fan off. But the simplicity of it can be very helpful to some people, and then the other is kind of an ongoing to do list, which is really activating the main components of notion that you know we love. And so, as it says, you kind of want to do this Ford slash in order to access everything. And so the first way is kind of having the classic to do list. You know, you were able to, um, just that's just at a heading grow quick. So it's like to do and so three lines to make our little best night. And, you know, we have her to do list where you know Oh, I need to call Sally about the contract and you have all of these things really simply available to you. The reality is different. Things have different deadlines. They need to be kind of categorized into different sections As you build up your team. It's more important to not only just consider what works for us, but what actually helps keep everything organized so that people that may have even slightly different working methods are able to really easily adopt the system in place. And so this is kind of the classic way to go about it. But we will kind of dive a little deeper. And so the way we usually I go about this is first, we want to make a it's a table, will make a full page table. Um, and we will call this our let's say to do list, all right? And we can We can call this our, you know, table view. Fantastic. And so it comes with all of these different things. So we will delete this and we will delete this. And now let's go for this. So what are some of the relevant components of this? So if you it's just you, then there's no worrying about adding team members and things of that nature. If there are multiple team members, one of the best ways to do this and if everyone already has notion is to just go up here. This is actually cut off. But there's a share button, and if you hit share, you're able to invite people to the page and you're able to kind of so left how much they'll be able to see. And so I, with my team, actually invite everyone. And since we're on a separate workspace right now, no one can really see who's on my team. But that's probably for the best. But if there's no wearing about teams, what are the different parts that are relevant? So let's go through. So I think name is typically what it is or so we can call this task column. And so now these different things we want to be able to really categorize, Um, and so what do they really fall under? And so maybe we can call this category, And so, no, we have due date. This will be a date, and maybe we should have a category for done. So whenever something is done, you're able to check it off. And so now this makes it pretty easy to see. And so say this week I need to make make the social media posts. We can actually open this up. What? Um, make the social media post. I have to. What else do I have to do? I have to reach out to Sally about the contract. Need to, um, file my taxes and so on, so forth. And so now this category component basically allows us to think about this in a couple different ways. And so the reason we have multi select sit on as we want to simplify this as quickly as possible. And so one of the things that I like to tag things with is is that high energy or low energy? And so reaching out to Sally is a quick text. And so I think that is low energy. And then we will also make a high energy section. No. Another category that is relevant is what part of the company is this actually in? So is it marketing? OK, Yeah. So it's marketing, is it product development And we will fix these clothes and half a second, um, product development. Maybe it is actually Oh, come back. And so we have product development. We have a growth component. So is it something that we need to do in order to actually grow. Is it? Um, and you know, this list can kind of go on forever. And so Well, second, there you go. And so we wouldn't you we can kind of build this outrigger. However, one person feels, um, typically the different colors. I actually set them up. So it's the same thing for, um, the different parts. So, for example, energy, I'll make one color, Let's say the category in which it kind of falls with an organization that's a different color, and it basically just makes it so whenever you're going through here so making social media posts, making them for the week, probably, you know, it might take a little bit, so we'll just call this high energy and we'll call it marketing. And so it's pretty easy to just kind of have this color consistency go throughout. If you want to change it up, you know, feel free to do so. Another part is due date, and so say I need to have I need to reach out the Sally before the end of the week ends a woeful this Monday. Social media posts, you know, I'll start posting them on Monday, so we need to definitely have it done by Sunday. Um, filed for taxes, you know, everything got pushed back, and so maybe this is a little farther. You know, maybe this is a June 15th kind of deal, and so we have all of this information here. And so what? The really cool part of notion is how do we categorize this information? And so now, anytime we have a new task, were able to very quickly add it. But again, we want to further simplify this, and so we're going to do a couple different things. One is were ableto ad views very easily. And so let's say we want to add another table view, which we will call. Um, let's do this week. And so for this week, whenever this pulls up, there we go. We will actually filter all of this information so well, had a filter. And so this task, if the duty is a week from now, is before a week from now. And so this is everything that needs to be done this week, and so basically makes it really, really easy toe. See all of this information which is super helpful. And then another way, we can filter all of this information. So let's just go back to our table. Um, we get rid of this. Actually, another way we can go about this is, you know, the things that are done we don't actually want to see anymore because it's it's cluttering things up. So say I reach out to Sally. We want also out of Filter. And so let's say done is check or unchecked. And so now it will not show up. Well, let's just delete these. No good. Here we go. And so and we can do the same with this week, right? So you just add another filter and you say Done is not check Mark. And so now it won't be there anyone and so really easy way to have everything there. No, we're going to go back toward dashboard and sure, we have this year and we can We will make it look pretty as we add more information. But something that's really important is the ability to add tasks easily. And so apple, for example, whenever they were setting up their devices, they really were built on How do we make something as easy to access as possible. So as a few clicks, so you know you should be able to play your music within one click, and so you know you're able to swipe up and then you click a button and you're playing your music. And so very similarly here. There's another way to go about this in our dashboard. We can actually do this thing called Create Linked Data Base, and so now will be searching for a database. And here's their to do list and there we go. And so we have our database, which shows this and here again, a lot of the notion team. I've watched a lot of videos. I've talked to a lot of individuals, and what they really do in order to maximize notion, is using all of these different views. And so maybe we can just be like add, um, ad info. And so what will actually make this do is we will filter this in a way where, if it has task is not, let's say task is empty. If it's empty, it will show otherwise it won't. And so what this basically does is say I'm walking and I forget that I actually had to call Stephen about the bug that we saw in the in the code. And so very simply you know, your ableto open up your dashboard and within two clicks, you're able to just say, Oh, coast, even, Um, And if you hit, enter, it immediately goes, and now is it's in your to do list, and you can as whenever you get more time later, you're able to go to your to do list and you're able to actually fill in the relevant information. And so if it's something like as simple as this, but you just don't have the time right now, you may not even need to put a category. You just put the last date that you can really do this, you put it, and your information is stored. And so this is really one of the best ways to kind of go about having your to do list. And you know, we can Really there's a lot of flexibility and how we play with this, and so we can actually start messing with how we have all of this information portrayed. How do we actually make this cover less space so that we don't necessarily have to worry about everything. And so, um, what kind of play around with the aesthetics as we go along? But I wanted to just kind of introduced the ability to have your to do list, have a really easy way for an entrepreneur toe, have all of the things they need to do, as well as record all of the things they need to do. And none of this is really restrictive. And so if you want to add different categories, or if you think that's something it should be, you should have a priority. I would t category and you wanna Or maybe this priority. That's kind of lean. Let's call it flag. And so maybe Flag just really means that it's super important and we need to put it first, and so you can have another category right there. And so things of this nature, it's all flexible based on your needs. And so this is an introduction to the to do list and reach out. If you have any other questions on how we can really maximize this cool seeing next video 5. Meeting Notes System: Now let's jump into the next thing on our list, and this is going to be meeting notes. And so here, let's combine a couple things. One thing that I've learned over time is that meeting should rarely be stacked one after another. And the reason for this is as an entrepreneur, we're always looking for the new idea ways that we can really just grow our organization. And this means that every meeting needs to not only have pre defined goals and action items afterwards, but also the time to actually sit with the topics that were discussed in the meeting and actually make something of it and consolidate that information and to something that we can access easily in the future. And so, as we saw in the templates, there were a bunch of different templates for meeting notes, and so we'll just kind of go through a really quick way to make your notes meaningful to you. So again, here we're going to actually make a table. Um, and I typically do full page tables and I can show you how to actually make it aesthetically pleasing and one of the later videos in this course so no worries about that . Let's call this meeting notes and we need to add it. You know, paperclip works pretty well. We'll just go with that for now. And so it would be like with whom? Many times I will do questions. So with who? Um on, Maybe we can put a date here, did it through a dough with who date and, um, we've even reading. One thing that's really, really beneficial is just starting to quantify how something went and then having the meeting notes actually capture that. And so let's say we have Sally here, Stephen Onda. We have raised so and will this assigned some random dates for these meetings? Let's even sort this based on ascending so that now it isn't the most logical order. You have a rating system, but the way that I really go about meetings is not only just having this table but also building out a template for how we want to go into our meetings. One of the most waste, most successful methods that I've had is the ability to have pre planned objectives before going into the meeting, and so we'll just call this meeting notes and now we're in this template. And so all of any time we click on this button with done within this table will be able to access this. And so let's just do each to so pre meeting Did it did it notion has this really cool thing that a lot of people don't actually know about, which is the ability to whenever you highlight, if you hold option and you drag it, you're able to actually, well, that didn't work. Option and drag. You're able to actually copy paste a lot faster and so meeting. And I just want more time with this. We'll do post meeting, Um, and obviously, you know, based on how you like to do coloring, you know, we can always have a nice who. There's a little too much. Um, maybe we would actually what is? Keep it consistent in what? Isco green for all of them. And so we have this and basically so pre meeting, we have a couple of things. Well, boldest will just say gold, and now we can have are single go for the meeting. So maybe the goal for this meeting is learn more about let's not actually write anything because we're in the template and everything will get transferred over. But there's the goal. And then another thing I really like toe have is a list of questions I want answered by the end of this meeting. By having this, it basically gives me a framework for how we want to ask questions so that I'm able to learn as much as possible from this meeting. So there is golden questions meeting. Many of times. This is just kind of quick notes, actually, let's not have that, Um, but you just put a bullet and go from there. And so then post meeting we have. Ah, I typically break this up into what I learned what I learned. Gosh, I love and Oh, Okay, Sure. If you say so. Okay. What I learned as well as action items. So basically, this framework before every single meeting, just having the simple way of setting it up allows you to actually get a lot more from your meetings. And so now this automatically will have it saved, and so never click on. Steven and I hit up open and I hit meeting notes. We have all of this open up and basically. So now you know, let's say learn more about what even does questions are. How do they make money? Um, maybe even understand how many people do they serve? How did they get there? First customers. And so now, while I'm taking quick notes in the meeting, it's really easy to just be able to capture that and that after the meeting, I typically have this hard rule of keeping 15 minutes before any other meaning that I might have. And this basically just gives me the chance to think about what I learned from this meeting and action items. And so now in the future, you know, let's say, have this meeting at 99. In the future, whenever I think back on my conversation with Stephen or if I have a second meeting with Stephen, I'm able to refer back to specific moments from the first meeting and things of that nature . And so just having this database of all of this information is priceless. And so I would highly recommend having some set up like this for your meeting notes 6. Partnerships: so running your own venture really relies quite a bit on partnerships, partnerships or many times the catalyst for my past businesses and my current ones, as well as for a lot of, ah, successful projects. If you're able to really get the correct partnerships and you leverage them in order to accomplish what you need, there's a lot of power there. However many times this convey be hard to do, and you really need to be able to keep track of everything. When do you follow up? Following up is definitely one of the most important parts off a partnership because the partner has to be able to see that you're really committed to this. And so now let's kind of go through something like that and so will make Let's say we can make this a partnership page. I think a page will be gets a religious coldest partnerships. Um, well, just icon up here who, as a little aggressive maybe friend. Oh, maybe a little too friendly people. Oh, there's also quite a bit friendly. Maybe we can just call this. Yeah, we'll do this for now. So partnerships, there we go. And we will just add a quick in line table again. Tables are huge, and so we'll keep this simple. So will the partner part No. Well, say status. So many times as you think of new partners, you'll probably want to find a level of where you want to categorize this. So you think of a new partner. And so it's like, ready to reach out, Um, ready to reach out. Maybe we can have a reached, uh, reached out. Maybe we can have a unpaid. Maybe we can have Oh, paid partner, coach. And Well, um, paid partner and I really try to go as I try to make this seem color formed. Intriguing, right? So your unpaid partner, you know, that's pretty good news. So many times I try to go kind of green and blues on some of whenever things were going well, the purple is a really good sign. Maybe, for example, whenever you reach out to someone, maybe they end up being coming of mentor slash adviser, right? So, in order to really keep track of all of these individuals we wanted be ableto have all this information and so maybe reached out isn't necessarily a red. Maybe it's more of an orange. This is just kind of my system. Obviously feel Frieda, make it your own. And so maybe this is we can just have we'll come back to this. So we kind of have the status. We have the partner many times. We need to have a follow up category. Come. And so what I'd like to do for this is make this actually a date. And so here, and we can actually sort it based on ascending. So, for example, we'll just call this John Jacob. See, uh, gone? Um, no, the Zeus and we can go from there. You know, we'll get some diversity in their names as well. And so maybe we want to just toss, um, name. So now this will automatically kind of filter it based on when we need to follow up with these individuals. Obviously, we can add. So let's for this one. Just be follow up. And so this is based and filtered and sorted by following up. Maybe we want to add a view for, um oh. Reached out. And so the goal for this one will be to really filter it based on if we reached out to them . And so this is primarily, you know, people we've reached out to and we want them. Teoh. Oh, man, I messed up. So do you felt you move this follow you call this put in there? And so reach out is basically, you know, the people. We really want them to become a partner, and we just kind of mito keep them in mind. Maybe particularly the most. And so the simple set up really just allows us to keep all of these partners straight. Then within here, one thing that's always beneficial was just kind of having, um, a quick log of when you've talked to those persons that maybe, like, you know, you talked to someone on 5 10 2020. And we can even turn this into we'll turn this into Ah, nice heading three. And so we have the date. And then, you know, we talked about how our mission aligns, um, need to follow up with our slide deck. There we go. And so just quick notes like this and we have all of this. And so next time you meet with him, you're able to quickly copy this over. You know, and we can go from there. So there's all of that, but basically a really easy way for you to So we have this and no. Okay. 7. Records: all right. And so this one's gonna be a really short video. And it's just kind of capturing how I keep together all of the important documents, maybe some passwords, things of that nature. And so, um, I typically just make this a page. And I just called us important. Or maybe legal documents, whatever. And, you know, you can kind of maybe we have a lawyer read. Yeah. Yeah. There we go. Um, and so we have legal documents. And so the way I usually go about this, actually, I typically will get lost with all of the different forms. You know, financial records, all of this. And so here it's one of the best things that I really do is just kind of scroll down here, and you can just upload files. And so I just basically upload the files in order that makes sense. And so you can do this directly with your Google drive, or you can do it with any sort of file. And basically, this is just a place where I'm able to put all of the information. But now I don't have to think Oh, is it on my computer? Is it on my phone do have a screenshot of this. Where is this information? And so basically having it all here, this is very similar to that one template where we saw with all of the logos and all of the fonts. And so if you know that your organization all of your you know, your company colors you're able to really just or maybe with age, too, you know, company colors. And so then you have blue, and then you can have the specific code and all of that, of course. And so company colors. Maybe you have, um, your passwords for some of the things that aren't necessarily wildly important. But you need to, um, keep all of that online and so basically a really simple way toe have all of the information and really easily accessible place where you can also control who is able to actually share and see all of it, too. 8. Ideas: So the next thing that we will talk about very similar to how the to do list is set up is ideas. I think everyone can agree with the idea that ideas are very important. And it's so important to just capture that idea whenever it first comes up, because many times it really is an ah ha moment where things start to click and the entire organization starts to change for the better. And so similar to this, we can kind of have a table of ideas. And I've read multiple books on tryingto best capture how to really have an idea. And I think my general consensus is, Do what works for you. And so what kind of go with that route and so many times, we really just need a way to self assess idea so many times with all my ideas, I'll actually have a rating system where I'll try toe assess the rating at that time whenever the idea comes up. Another thing that is important for me is to know whenever I thought the idea. And so I always have this created time where, no, just because it will actively, anytime you click. So you'll see. Um, it will add the column based on the time that things were being shot and things of that nature. And so with tags, we can kind of make this very similar to how we had. But we can't even keep tax. It's just like, Oh, maybe this is a marketing idea. Maybe it is a product. Um, maybe we can change marketing idea the marketing instead. Maybe it's product based. Maybe it's partnership based. Maybe it's how we want to actually start acquiring new customers. So maybe it's growth based growth and so on, so forth. And so there are plenty of ways to color this, and I really don't want to take too much of your time and kind of going into the pretty parts, which you definitely know how to change. And a lot of times you just want it so easy that you can just start typing. Oh, like this idea. You know, if we're if we changed the wording on our landing page, then our landing page hinge on our landing page, then maybe we'll have a higher conversion rates. So maybe this is an A B test that we try out and things of that nature, but basically we have it really similar to how kind of how we have the tasks and so similar to to do list. We can have a create database where we have ideas. And so with this dashboard, maybe we will filter this out based on the name is empty. And so now it's completely empty. And in the final video of this course, I will actually go into how we can squeezed these and make it a lot more visually appealing . And so I'm really sorry if this is not having it in the prettiest form yet allows us to do that. I really wanted to get through the content before we start going into the aesthetics and a lot of the aesthetics you will also be able to really take control of. And so we will address that when the time comes. This column stuff we will change, is the time. And so now, anytime we add an idea, it immediately populates this. And if we ever need a good ideas, we just click on it. And here we go. Fantastic. 9. Protocols: All right. So in the templates video, we kind of saw one thing that we think we can kind of continue to go off of. And this is kind of similar to legal documents that we have, where we need to have an on boarding process for or a decision making process. So how do you really kind of make these things in a logical way? And we're not necessarily kind of going strictly off of what we saw online or what an advert advertisement was able to really portray. And so you just call this protocols, we'll call it, will make it a page pro. Two calls. And of course, you have to have our little icon from And so maybe a protocol is Mm, A protocol would move in a little rock climbing person there, Yes, so that where your it's very step by step. And so for protocols, you know, whenever we are trying to decide who we want to bring onto the team and we go through this entire process and they joined the team, we want to know what information that they should be able to see. What kind of passwords do they need to get what kind of things do they need? A download, which we consider super intuitive as a part of kind of what we're doing with our project and our our business. But they might have never even tried out. So say your team's growing really quickly and you need a Have everyone start using slack, but no one's ever use lack. Oh, it's important to kind of have a protocol section where you're able to really clearly list this out. And so maybe it's if you have someone joining to primarily work on sales, then maybe you have a sales on boarding process on boarding. And so here we can have, you know, Oh, download Can va. And then here we have user name password, and now this is what they need to do for that part. Maybe they need a download slack and then all of the relevant air give. And then maybe we can. We can set this up like enter your URL. So here's the girl that they need fantasy. Sorry. Um, and so basically having an on boarding process for all of these different things, or how do we make decisions when money is limited? Do we need a way to actually weigh it out. And how do we keep it consistent So that if we are not necessarily the ones always making the decisions, how can someone make a decision that allows them to feel more ownership of the organization but also has kind of our stamp of approval and how they kind of make these decisions and so kind of basically having a place on our notion, which has this and any time someone needs to access that you're able to very easily share it is super valuable for an entrepreneur. 10. Finances: so a huge part of being an entrepreneur is also the financial component. And so one thing that really helps is having a page where you're able to keep track of all of the finances. So maybe the way we go about something like this is report. Costs are obviously heading, so oh, yeah, to so we can have costs, you can have profits to again profits. Um, maybe we can even have. If Oliver information is typically stored in a spreadsheet in our Google drive. You know, you have a Google drive and, um, component. So say we have costs before do anything else toss this year. I actually do this so that we have costs profits. And so maybe here, weaken, list out subscription. So we Bolden, we put subscriptions that we have to pay for. So maybe we have a subscription for our Google drive our our email. So, Dr Maybe we used Wicks in order to make an email or make a website. And so we have our week subscription and were able to basically have all of these different sub categories and or just keep everything in order. And then profits is no. Maybe we are selling a book, so we have book sales and we can keep track of that or rather, for profits. Maybe it's better to have a table where it's an in line table and we kind of have revenue streams. So here you can talk about, oh, book sales. Maybe this could be our workshops. So we had a bunch of workshops and for maybe cost. Maybe we could be that profit. And so, you know, we're able to change this up, but a number you can even format number so that it is in dollars. And so now we have our prophet. Maybe we can say, like, time for planning. Or maybe we're trying to quantify how much time it takes in order for us to benefit. And so basically just using notion as a way to having your own personal way of just keeping everything in one place. So if you need to embed information, you embed the information. If you want to create a quick way to actually calculate how things were looking, let's just quickly go through that. I think that'd be a lot of fun to actually see. So say workshops. We typically do so Oh, are quantity want to cheap? So let's say, would tossem numbers in here. So number. And this is also kind of diving little deep into notion. So let's get a little excited. So let's say every workshop we make, we have, we have $300 and we do about one per week. And so if we want to calculate how much money we would make per year, and we just wanted to just play around with, some of the numbers are extrapolated. We'll just say and you'll revenue. And so here. What we can actually do is we will go here and we'll go into formula. And so whenever you click on this oh, actually ask us to type of formula and so formulas here it kind of explains it. And so having some sort of coding background is helpful, but I'll try to break this down. Basically, any time we click on this, it gets that information. And so if we hit on profit, if we quick profit right now, it shows 300 because it's basically just being show what's in the profit category. Now. Quantity is the number we do per week, so we probably we want to do this Times thing, and we want to do times quantity. And so now we're multiplying by quantity, and so one were stored 300. And how many weeks per year? Let's say 55 52 weeks per year. And that's about how much we would make purely based on this part. And so another thing we can do is I think it's called to number. So they have a lot of things in here, so Oh, no, no, no, no, no. This is come here. So here, if we scroll, it has all of this information and so to number is this thing that if we put it here and we put it here now, everything will be a number and I'm not sure if we could do dollars or something. But there are plenty of ways to play around with this so that we're able to kind of make it look like a dollar sign and things of that nature. And so I can definitely go into that if someone is very interesting that just reach out or put in the discussion and I'll go into. But this is kind of the foundation for how to just keep track of all of your finances and a really simple way 11. Capture Your Journey: All right. So let's just put a quick symbol here. Money finances. Fantastic. There we go. There's that money. And now we're nearing the very end of our little course here and so and this one. I wanted to really talk about capturing the journey. I think one of the biggest things as entrepreneurs and many of us as serial entrepreneurs is learning as much as possible. Because either what you learn now will help you in the future as you're looking to scale your organization. Or if you decide, this isn't the one how you're able to take advantage of your mistakes and know what worked and actually implement that again to a different product or to a different service. And so for this, let's try toe make a page in order to really do this. So let's just call this. How about we call this our our our log and log is just a really general term in order to kind of just capture. No, I don't think toilet papers actually it, But maybe book. Um, yeah, there we go. And so with this log, this could be a daily log. It could be a weekly log and it can kind of be set up. However, a person seems to best like it. And so if it's something like a log that we want to really easily be able to store again, we kind of come back to the things that have worked best for us and so many times. That's a table. Or it can actually be something like a gallery, right? So if we're working on making something that we can truly capture what happened in that month or what happened in that week, I think a month is actually a little too much time. But in that weaker day, so that we can retell and re, uh, access this information, having the gallery view is actually really powerful. So maybe capture our story. Um and so all of these air, basically their individual pages. And so here. This has it based on the date created, which is fantastic. Obviously you can put whatever relevant information, and I think this is one of those times where a cover image actually can be really beneficial. And so if in a particular time we it's really oriented around the actual product and say we make cookies, let's actually capture that, right? So it was really around the cookies. And so now we have our cookies here, and maybe we use a term that just makes it really obvious. So growth. And so it was a time around growth where we have all of this relevant information with this gallery view, it's if you go to the properties, it makes it pretty easy. Toe categorized. How you want it to look so you can have it show the page cover. You can have it showed the page content. You can make it look small. You could make it look huge. It's really kind of up to how you want to set this up, but having a way to capture this information really easily. And within here, it's a great time to make a template. So it's like school, this log template on. We will. Let's say we have our H two. So what I learned we'll keep it really simple. So what I learned just ka Penis. What? I, um what happened? Major milestones. Milestones. Um, maybe we can even include a challenges. Sure. Oh, no, no, this matter challenges and so kind of this having this really simple way, so that now, whenever you go about this, you have to date created you have your log, which will allow you to basically make whatever you need it to. Um, it's basically just really easy for you to go about what you need. And so here's our log and let's keep moving on. 12. Design & Aesthetics: right. So now we've really gone through a lot of things. And again, entrepreneurship is not just a single track journey where everyone can kind of have the same things. It's really about personalizing it. And so is notion. And so definitely used the things we've talked about and make it look Add the features that are relevant to the work that you're doing and really customize it for what you're looking to accomplish. I'm going to quickly just kind of go through a way to make this all look pretty just because, you know, we have all of this information here, but it doesn't necessarily mean that I'm I'm drawn to how it looks right now. And so maybe right now is a good time for us to try toe make this look pretty. And so maybe the best way to go about this is you kind of set this up in a You have a nice h three. And so we have our every day are Let's just make it even shorter. Well, this daily So, for example, our to do list. That's a pretty daily thing that we have to do. Um, meeting notes. That's pretty so actually, Yeah. So we can have daily. And I'm a big fan of kind of just having two columns. And so let's actually, if we bring this to the side here, we can have something here. So maybe we can have weekly. Here were our goals, and we can kind of go from there so daily to do list yet pretty daily meeting notes could be daily. Could not be ideas could be daily. Could not be protocols. Not really. Finances, not really. Log could also be pretty daily. And so if we're gonna add that, I would say meeting that's goes a little above that. Um And so maybe you Yeah, There we go. We make some space in here. So these things air daily, Um, let's see that we have I kind of just Well, this Sorry, let's do this year. So we can just Oh, man, was it brutal? And there's always this trend into future in case you wanna use that. And so we can just be like more info. And so we have kind of are more info. Think so. We have our partnerships or legal documents. Let's move ideas up here because we're working with some pretty smart people. And so one thing about notion is, if the blue line is kind of going across, it won't necessarily go there. It's not set up how we necessarily want. And so right now all of this is actually on here. And so it's not in its category. So you know our do this. We actually need to go right underneath daily. And so now, since the line isn't going across, we know that we're in the were in the correct spot now and so and for our goals. What I was thinking here is, how cool would it be to just kind of have quick weekly go, so maybe like weekly goals? So maybe this week it is to acquire 10 new users. And so we have this really easy. We kind of have all of this more info. So any time we need access it, it's really easy to access, and we on our dashboard, we have it's set up so that we can easily access our ideas and things of that nature by just literally scrolling down a little. And it's not necessarily immediately in our way the thing with notion right now, is, they actually don't. So since we used a create linked database, it's actually kind of stubborn and what we can do with it. And so there's actually not too much flexibility here in terms off how much space it occupies. If you change the view of it, obviously it will open up some of the flexibility. And so all of those air really options and one secret that we can actually do is if you No , that doesn't work. So So the secret is not open as a page, but turned into a page. And so now this is actually just a page. And so similarly, here you come here and you hit turn into page. So now what? This actually has it as is it is set up as a page. And so if we wanted to say, put this in line with here and we put this in line, maybe right below here. So now we're Oh, no, no, no. Maybe we'll do this better and will push this right underneath it. Um, and we can push this underneath it. So we are keeping everything looking nice and cute. We have this, and then this could be And then what we do is we feel here and we turned into in line and so turn into in line and said, Now we have the set up in a way where we're able to. And then obviously, if you want it toe shift things up a little, maybe moving up here, things of that nature, you have all of that flexibility. But basically it just takes up less space, which I know some people really enjoy. And so it's just a way to move things around. And so that's a really neat little trick that I discovered over time and so definitely play around with that. If you just like it being at the bottom than you know, no harm, no foul. Um, but, yeah, thank you so much and I'll see you in the next video. 13. Thank you: hello again. Thank you so much for making it through this course. I know it had a bunch of information, and I hope that you're able to use even one part of it because the reality is a single idea can completely change your businesses. As an entrepreneur, I hope that this notion class allows you to really focus on. Now the things that matter and all the logistical stuff can kind of just be stored away in your notion. Feel free to reach out if you have any questions at all and before you head out and you find another poor so you start working on your ventures again. If you could please leave a review, that would mean the world to me. I'm really working on frying to create as many tools and lessons as possible to help as many people as possible. And so getting any sort of feedback is always super super valuable. Thank you so much. And I hope to see you in another course.