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Your go-to for scaling your business with simple productivity tools. Boosting efficiency for bootstrapped startups and service-based businesses without the hefty price tag. 

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Hi, I'm Jack Lee, and this is Lee & Co!

 

Little did I know that starting my own social media marketing agency in 2022 would lead me here. While working closely with web-based companies and local business owners, I discovered a common hurdle — they needed a straightforward tool to streamline their operations before reaching a broader audience.

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Small businesses, often working with modest budgets, can't afford to sign up for pricey software or marketing strategies.  So that's where we come in, to help you get the basics right by setting up the right systems without the costs and help you keep more of your hard-earned profits. 

Leveraging the power of Notion, I've put together a simple business tool designed to enhance collaboration across teams, streamline sales, efficiently manage projects, and drive sustained growth. The catch? No catch.

 

I'm confident once you start using the template & platform you will be able to customise it to your own business needs and make it your own, avoiding the hurdles many face in getting their business organised for success.

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Simple. Honest. Results Driven.

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Mange all Team Tasks 
Manage all Client Tasks 
Team Meeting Notes

Lead Sheet
Pipeline Management
Sales Performance Tracker 

Client Management
Financial Tracker
Vision & Mission

Getting Set-Up 

01

Setting Up a Notion Account

  1. Visit Notion Website:

  2. Create Account:

    • Enter your email address or sign up using your Google account.

    • Create a password for your Notion account.

    • Follow the on-screen instructions to complete the account setup.

  3. Explore Notion:

    • Take some time to familiarise yourself with Notion's interface.

    • Learn about creating pages, databases, and using blocks to organise information.

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02

Purchase the all inclusive package above 

Copying a Notion Template

  1. Open Notion:

    • Return to your Notion account in a separate browser tab.

  2. Access Template:

    • Find the template from the specific page shared with you.

  3. Duplicate the Template:

    • Open the template and click on the "Duplicate" button.

    • Choose the workspace or location where you want to save the duplicated template.

  4. Customise as Needed:

    • Modify the duplicated template according to your requirements. Add, remove, or edit content as necessary.

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