Mike Mauricio

I build scalable operating systems for startups and financial services firms. | Notion Consultant | Founder Fortuna

Our Website Planning Checklist Template provides businesses with a comprehensive roadmap for building a website, covering everything from initial planning to launch.

Website Planning Checklist

The Pre‑Mortem template helps teams identify risks and unknowns before project kickoff. Use it to validate assumptions, map dependencies, confirm data readiness, and align on go/no‑go criteria so implementation runs smoothly.

Implementation Pre-Mortem

This Brand Positioning Worksheet helps you clarify what you do, why it matters, and how it’s different, so your messaging stays consistent and compelling across channels.

Brand Positioning Worksheet

Simple Project Manager is a lightweight, flexible task hub designed to help you capture work, prioritize what matters, and move projects forward without overhead. Use it as a daily control center with clear statuses, due dates, and ownership structures.

Simple Project Manager

This checklist helps you tailor demos in minutes so conversations feel relevant and end with a clear next step.

Demo Prep Checklist

A simple, reusable hub for sharing open roles and collecting applicants in one place. Use the built‑in “New Position” template to publish roles quickly, and optionally add a Notion Form to capture applications directly on each role page.

Job Board

A simple, straightforward way for any business to manage their work in Notion. Bringing Areas, Projects, Tasks, Meetings, and Docs together in one place.

Business Manager HQ

Use this Customer Case Study Interview template to capture clear, publish‑ready insights from real customers. It guides you from background and problem discovery through solution, results, and quotes so you can turn interviews into compelling case studies fast.

Customer Case Study Interview

This document outlines the entire system for developing and executing a successful company wide Employee Review Process. It outlines the steps needed to efficiently evaluate employee performance using a wide variety of sources.

Employee Review Process

The Building a Career Ladder template is a structured framework that outlines progression paths within an organization, detailing the skills, experiences, and achievements required for career advancement.

Build a Career Ladder

The Value Map is a strategic tool designed to help businesses align their goals with potential solutions, providing a structured approach to evaluate and implement new tools or services. 

Value Map

The Customer Satisfaction (CSAT) template is designed to help businesses measure and improve customer satisfaction.

Customer Satisfaction Score

The Client Portal offers businesses a centralized Notion page to manage and share all client engagement details.

Client Portal

Our Digital Sales Room Template provides a dedicated Notion space for sales teams to present information, proposals, and resources to prospective clients in an organized, engaging format.

Digital Sales Room

The Renewal Playbook is designed to streamline the client renewal process. The playbook provides a structured approach to managing renewals, ensuring consistent communication and follow-up with clients.

Renewal Playbook

This template is designed to help businesses track and analyze customer feedback effectively. It allows teams to record, categorize, and visualize customer sentiments, enabling data-driven decision-making and improved customer satisfaction.

Customer Sentiment

The Net Promoter Score (NPS) template is a guide for measuring and analyzing customer loyalty.

Net Promoter Score

Customer Effort Score (CES) is a metric used to measure the ease with which customers can interact with your business to achieve their goals. This template is designed to help you measure CES Scores effectively across your customer base.

Customer Effort Scores

The Discovery Memo template is designed to facilitate effective client discovery ahead of meetings.

Discovery Memo

The Value Matrix is an upgraded version of the traditional value ladder, designed to provide businesses and creators with a more comprehensive and flexible framework for structuring their offerings.

Value Matrix

Save time in creating professional case studies, maintain consistency in your marketing materials and effectively communicate your successes to potential clients! This template offers three variations (V1, V2, and V3) of a structured approach for creating compelling case studies.

Case Study Frameworks

The Sales to CS Handover doc outlines the process on how the Sales team transitions accounts over to the Customer Success team once the sales process has been completed. 

Sales to Customer Success Handover

This template is designed to help businesses evaluate and improve their services based on client feedback. This structured interview system consists of three categories, each containing 5 questions focusing on service effectiveness, communication, and value differentiation.

Client Performance Review (CPR)

Designed to help teams create an efficient and well-organized Slack workspace. This template provides a blueprint for structuring your Slack channels, ensuring smooth communication and collaboration as your team grows. 

Build Scalable Slack Structures

The Workflow Audit provides a comprehensive framework for analyzing and optimizing an organization's workflows in Notion.

Workflow Audit

A Workspace Refresh helps ensure that documents are easily accessible, permissions are properly managed, and the overall user experience is optimized. As your team continues to collaborate and create more content, maintaining an organized workspace becomes crucial for efficiency.

Workspace Refresh Guide

NODE is a Business Operating System. It's a framework built to be the central hub for all of your organizations knowledge. Connecting systems and enabling teams to get the most out of their work by making all of the most important information accessible to everyone, all the time.

NODE - Business OS

This all-in-one template is designed to help Account Managers track, organize, and optimize everything related to their book of business. Including accounts, renewals, tasks, projects, meetings, documents and template resources.

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