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Notion Onboarding Form

Your systems should simplify your business, not complicate it. Chaos isn’t part of the business plan!

This quick form helps me understand where you’re at, so we can make the most of our time on the call. It’s not a test. Just a chance to get clear on what’s not working and what kind of support would actually help.
My Notion Portfolio: https://aadityaashekhar.notion.site/Portfolio-13790a9d3a6e800da374e13cd39260a3?source=copy_link (If you want to see more of my previous works!)

Full Name

Email

Your Company's Name

Working / Communication Hours?

What best describes you?

What best describes you?
A
B
C
D
E

Are you a Notion user already?

Are you a Notion user already?
A
B
C

Which Notion plan are you on?

Which Notion plan are you on?

About your business or project

tell me about you or your project, the more detail the better!

What is your biggest challenge at the moment with managing your business?

what's the biggest enemy of making your business run smoothly? What workflow needs improvement?

What do you keep Googling, saving, or asking AI about but never quite find a fix for?

Think about the problems you circle back to every week. The tutorials you've watched three times. The workflow you've searched for but still haven't cracked. That's what I want to know.

Do you have any possible automations in mind?

What’s slowing you down the most right now?

What’s slowing you down the most right now?

What would a better system help you do (or feel)?

for example: “Think more clearly,” “Create content faster,” “Feel less scattered”, no judgement, ever.

Drop the link of your existing system or a loom video (If Workspace Audit)

Do you have any reference structure / aesthetics that you prefer?

What services are you interested in?

What services are you interested in?

What's your timeline for getting this sorted?

What's your timeline for getting this sorted?
A
B
C

What budget do you have in mind?

What budget do you have in mind?
A
B
C
D

Is there anything else you want me to know before our call?

How did you find me?

Book a call with me! (Free 30-minute Systems Clarity Session)

We’ll look at:
↳ What’s not working in your current setup
↳ Where you’re losing time, energy, or brainspace
↳ What kind of system, built in Notion, would actually support how you work
↳ How we can automate your workflow so you can focus on what needs attention
You’ll leave with more clarity and at least one strategic next step.
And if we’re a good fit, I’ll walk you through how we can work together to build it.