You duplicated the template. Here’s what the paid bundle adds.
The free Marketplace version gives you the structure — a working Notion workspace with the databases connected. The paid bundle adds the work that turns a duplicated workspace into a running operating system.
If the free template is doing the job, keep using it — that’s what it’s there for. This page is for owners who want the system oriented, fitted, or built around their actual operation.
The bare template
The full Notion structure, duplicated into your workspace. Databases connected, views built, demo data included. Yours to keep and use indefinitely.
The template plus the work
An onboarding session, a diagnostic read, or a full build — depending on the rung. The structure is the same; the human work around it changes.
Duplicating the template was real work. Most owners never get that far.
If you’ve loaded any real records into it — a live client, an actual transaction, a Monday morning opening the dashboard — you’ve done the part most owners never do. The moving pieces of the business are in one place where they can be seen.
That holds real value. A business with its operating information in one place is already ahead of one running on memory and habit. The template earns its keep on the day you stop reconstructing the same answer for the fourth time.
Where the free template stops being enough
A template gives you the shelves and lets you put everything in its place. What it stays quiet on is which box is the problem — which single constraint is holding the business back while the rest runs fine.
That reading takes a diagnostic. The paid bundles below are how you get that reading done with you, on your specific business.
The Notion structure stays. The work around it gets done.
The free template
The structure, duplicated into your Notion workspace.
- Full template structure and database connections
- Starter records and demo data
- One-click duplication, yours to keep indefinitely
The template plus the work
The same structure, plus the human work to make it run.
- Guided onboarding session with Jacob
- Diagnostic read of how your specific business runs
- Template fitted to your stages, naming, and records
- Optional full build done alongside you
Pick the depth of work that matches where you are.
Every paid bundle follows the same three-rung structure. The template doesn’t change between rungs — the amount of Jacob’s work alongside you does. Each rung credits in full toward the next.
- The complete template, duplicated into your workspace
- 60–75 minute onboarding session
- Architecture walkthrough and safe-customization guidance
- Recording or written notes to keep
- Everything in The Template
- 90-minute discovery session
- Written BNS report — all five functions scored
- Primary constraint named in one sentence
- Template pre-configured to your business
- Team orientation and 30-day check-in
- Everything in Guided Start
- Books brought current to the month
- Knowledge layer built — SOPs, pricing, key contacts
- Two recurring workflows automated
- Up to three team handoff sessions
- 90-day operating support with monthly check-ins
Built the same way, from different businesses.
If your operation is closer to one of these than the template you duplicated, the right move may be a different starting shape.
Wood Business
Furniture, milling, turning, custom commissions. Orders, shop projects, materials, customers, pricing, and sales channels — six sections.
See it →Shalom Desk
Synagogues, day schools, and Jewish community organizations. Households, lifecycle events, programs, donations, clergy scheduling, building use, pastoral care.
See it →Business Operating System
Service businesses and professional firms. Strategy, sales, delivery, finance, marketing, operations, team, and knowledge in one workspace.
See it →High Risk Retail Ops
CBD, vape, alcohol, firearms. Compliance & licensing, inventory controls, vendors, SOPs & training, incident log, and audit prep.
See it →Private Transport
Black-car, executive transport, private dispatch. Bookings, clients, riders, vehicles, drivers, invoices, maintenance, compliance, reports.
See it →Rental Ops
Landlords running 5 to 100 units. Units, tenants, leases, rent, maintenance, vendors, renewals, and owner visibility alongside your PM software.
See it →If the friction is structural, the diagnostic comes before the system.
A template gives you the shelves. What stays quiet is which box holds the problem — which single constraint is governing the rest of the business while the surface continues to look fine.
The Business Nervous System report reads five operating functions, rates each one, names the single primary constraint in one sentence, and lays out the structural moves specific enough to execute in 30 days.
Asked after duplicating the free template.
You organized the business. Now read it.
The free template put the operating information in one place. The paid bundle reads it, fits it, or builds it with you. Take the rung that matches the work in front of you.