How We Use Notion to Run Our Business
Entry 010
2025-12-30
At B2 Creative, we use Notion to manage almost everything.
Projects, clients, content, internal docs, and a lot of our personal organization all live in one place. It’s become the central system for how we operate day to day.
This isn’t about productivity hacks. It’s just a tool that helps us stay organized and move faster.
What Notion Actually Is
Notion is an all-in-one workspace that combines:
Notes
Task management
Databases
Documentation
Instead of using multiple tools for each of these, we keep everything inside Notion.
How We Use Notion at B2
1) Project Management
Every client project lives in Notion.
Each project includes:
Task lists
Timelines
Links and assets
Notes and updates
This keeps everything in one place instead of being spread across email, Slack, and different tools.
2) Client Workflows
We document our processes inside Notion.
This includes:
Shopify builds
Squarespace websites
Content production workflows
Client onboarding
It helps us stay consistent and makes it easier to bring contractors into projects without a lot of back-and-forth.
3) Content Planning
We plan all of our content inside Notion.
That includes:
Blog posts
Social content
Video ideas
Each piece of content is tracked from idea to published. It’s simple but keeps things organized.
4) Simple CRM
We don’t use a complex CRM.
Instead, we track:
Leads
Active clients
Opportunities
All inside a Notion database. It’s flexible and does what we need without adding another tool.
5) Internal Docs
Notion is where we keep:
Important links
Brand assets
Notes
Ideas
It acts as a central reference for the business.
Why We Use Notion
We’ve tried other tools, but Notion works best for how we operate.
It’s:
Flexible
Easy to update
All in one place
For a small team, that’s enough.
Using Notion for Personal Organization
We also use Notion outside of work.
Things like:
Travel planning
Personal goals
Training and routines
Having everything in one system makes it easier to stay organized without switching tools.
What to Keep in Mind
Notion works best when you keep it simple.
If you overbuild it, it can become harder to use than helpful. We try to keep our setup minimal and only add structure when we need it.
Final Thoughts
Notion is a core part of how we run B2.
It helps us manage projects, stay organized, and keep everything in one place without adding complexity.
If you’re running a creative studio or working across multiple clients and projects, it’s a solid system to build on.