Mike Mauricio

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

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

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

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

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

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

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

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

Demo Prep Checklist

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

Client Portal

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

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

Discovery Memo

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

Net Promoter Score

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

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

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

Customer Satisfaction Score

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)

This template is designed to help businesses find and hire top talent through a structured and effective approach. It outlines a recruitment and hiring process, focusing on attracting qualified applicants, efficiently screening candidates, and ensuring a strong fit.

Hiring Process Outline

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 Employee Self Assessment template is designed to facilitate employee reflection on their achievements, areas for improvement, and future goals. It provides a structured approach for employees to evaluate their performance and align with company objectives.

Employee Self Assessment

This template outlines a step-by-step process for conducting fair and accurate performance reviews, ensuring consistency across the organization while promoting employee growth and development.

Create an Annual Review Process

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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