FREE NOTION TEMPLATE
Setup Your Clients Onboarding System In Just 10 Minutes
Get a clear process map and the exact template I use that turns onboarding chaos into a smooth, professional experience.
Watch How It’s Built
See how I help teams go from disorganized to effective and productive.
“Prior working with Nico, I struggled with a basic understanding of Notion and how to use it effectively to streamline my tasks. This led to duplicated work and communication issues, especially with messages getting lost in WhatsApp. After working with Nico, my perspective on Notion completely changed. I learned how to organize everything in a way that was especially helpful for managing events. Now, I no longer feel anxious about staying on top of everything, and my team is much more aligned with their tasks. The improvement in organization has made a noticeable difference in productivity. If you’re on the fence, I highly recommend working with Nico — it’s truly worth it!”
“Before working with Nico, me and the team lacked systems in place to run our event operations. But after talking through my needs and implementing the workspace we discussed, I started seeing actual results right away. While I can’t quantify the exact hours saved, it feels like I’ve gained years of productivity. One thing for sure is that I’ve been way more productive day to day rather than feeling overwhelmed on where to start. If you’re on the fence about working with Nico, just do it! The difference it makes is absolutely worth it.”
FAQ—Common Concerns Addressed
Will this work for my specific business or industry?
Templates are 100 % editable. Swap any stage, wording, or KPI in under two clicks. Examples included for agencies, freelancers, and SaaS so you can see the logic, then tweak pricing tiers or deliverables. Rule of thumb: if you invoice clients, the map fits—just rename the steps.
Do I need paid software or a Notion Team plan?
Everything runs on Notion’s free plan. No block limits hit under 1 000 items. Optional: upgrade only if you need granular permissions or advanced automations. Added integrations use freemium tiers (Stripe, Zapier, SignWell) with zero-cost starter limits.
How secure is my client data?
Notion encrypts data in transit (TLS 1.2+) and at rest (AES-256) and holds SOC 2 Type 2 and ISO 27001 certifications. GDPR-ready: sign Notion’s Data Processing Addendum for EU clients. You control access with per-page permissions and history logs. Export or back up to PDF/Markdown any time.
Exactly what’s in the download?
That includes the process map framework, the Notion template, and email scripts you can customize for your business.
How long will customization take after the download?
It should take 10 minutes. I counted the time you edit the process map, the Notion form and ensured the confirmation email is the same than your email.
What support do I get?
Ask me your question by email or comment on the video and I’ll try my best to support you. In the future, I might open a private support community for users of my products. In any case, I’m happy to receive your questions and concerns, hoping I can sort them out and improve my services.
Don’t let these concerns hold you back from transforming your business operations. Get your free checklist today!
No shy of helping more people!
“Outstanding listening skills and problem solving mindset.”
Florian Garnier, SFA Vietnam
“Applied his expertise in our daily work.”
Ilyes Ayad, Izyviet
“A pleasure to work with Nicolas developing the CRM.”
Uyen Nguyen, Metiseko