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Our partial PMA workspace already captures CRM, Delivery and Evidence data, yet it still feels like a rough draft. I need the whole system tightened up so that every user—from a sales rep logging a new deal to a coach uploading Teacher Confidence evidence—lands on a clean, intuitive dashboard and always knows the next action. Here’s what I still need done: • Audit and rename every database, property and relation so field labels are crystal-clear and formula logic never breaks. • Implement the remaining Delivery-evidence workflows, including Teacher Confidence Posts plus an Adoption Check-in “completed / due” formula and the filtered due-soon views that go with it. • Refine the Command Centre dashboards so they surface only the essentials—no more clutter, no orphaned roll-ups, just actionable cards. • Public intake forms are the priority: I need separate School, Sponsor and General Inquiry forms, each feeding a triage view that slots new submissions straight into the right pipeline stage. • Polish or build from scratch our Project, Deal and Delivery templates, then add the Impact Snapshot and Headteacher Objection content blocks so they’re ready to drop into any record. Deliverables – Live dashboards, triage views and public form links working end-to-end – A Loom walkthrough plus a one-page SOP explaining schema, automations and upkeep – Final QA checklist signed off by me Acceptance criteria – A submission through any public form instantly appears in its triage view, then flows to the correct pipeline with no manual fixes – Command Centre dashboards always display the right “next action” for every open record You’ll be free to use advanced Notion features—linked databases, roll-ups, formulas and buttons—so long as the workspace stays simple enough for non-technical staff to maintain. Once everything meets the checklist, I’ll sign off and release the final milestone.
Project ID: 40201491
117 proposals
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Active 3 mos ago
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117 freelancers are bidding on average £518 GBP for this job

Hello, I understand you're looking to finalize your scalable Notion operating system to enhance your CRM, Delivery, and Evidence data management. It's crucial for your workspace to not only capture this information but also to present it in an intuitive and efficient manner. I can help streamline your existing setup, ensuring that all components work seamlessly together and provide the insights you need for informed decision-making. With a focus on user experience and functionality, I will enhance your current PMA workspace to make it more effective for your team. This includes refining workflows, optimizing data capture methods, and ensuring that all elements contribute to a cohesive system. I’m dedicated to delivering a solution that meets your specific requirements and supports your growth. Regards, Nurul Hasan
£200 GBP in 7 days
8.7
8.7

Hi there, I’ve reviewed your Finalise Scalable Notion Operating System brief and I’m confident I can tighten the PMA workspace into a clean, scalable system with clear next actions. I’ll audit every database, property and relation to rename labels and preserve formula integrity. I’ll complete the Delivery-evidence workflows (Teacher Confidence Posts, Adoption Check-in with completed/due formula and due-soon views), refactor the Command Centre dashboards to show essentials only, and set up separate School, Sponsor and General Inquiry public intake forms that feed an accurate triage view and right pipeline. I’ll polish or rebuild Project, Deal and Delivery templates and include the Impact Snapshot and Headteacher Objection blocks for easy drop-in. Deliverables include live dashboards and triage views with public form links, a Loom walkthrough, a one-page SOP on schema, automations, upkeep, and a final QA checklist signed off. Timeline: ~20 days from start. Which public intake form should be tackled first (School, Sponsor, or General Inquiry), and what should the initial triage routing look like for that form? Here are 8-10 important questions I will need your input on, in short, to tailor the setup precisely: 1) What are the exact labels you want for core databases and properties? 2) Do you have preferred field types for key properties (text, select, date, formula) and any naming conventions? 3) What should the "Adoption Check-in" formula look like (e.g., completed vs due
£1,000 GBP in 28 days
8.8
8.8

Hi there, I’ve seen your project and I can **tighten up your partial PMA workspace** so every user from sales reps to coaches lands on a clean, intuitive dashboard and always knows their next action. I’ll audit and rename all databases, properties, and relations for clarity, implement remaining Delivery evidence workflows including Teacher Confidence Posts and Adoption Check in formulas, refine Command Centre dashboards for actionable clarity, set up public intake forms for School, Sponsor, and General Inquiry submissions feeding the correct triage views, and polish or rebuild Project, Deal, and Delivery templates with Impact Snapshot and Headteacher Objection blocks. To align perfectly, do you want me to **also create pre-built automation templates** for recurring workflows, or just document them for manual replication? These will give you a clear idea of the quality I deliver. Let’s connect over chat to discuss your goals and get started right away.
£505 GBP in 7 days
8.5
8.5

Hey there, I can already see the pulse of your workspace and feel the need to transform that rough draft into a Notion Operating System that flows smoothly for every user—whether they’re a sales rep or a coach. With my expertise in Notion automation and database structuring, I’ll audit all your databases, properties, and relations for clarity and bulletproof formula logic. I’ll seamlessly implement your Delivery-evidence workflows, from Teacher Confidence Posts to Adoption Check-ins, while un-cluttering the Command Centre dashboards to highlight only what truly matters. I’ll also build precise public intake forms that automatically sort submissions into the right pipelines and craft templates rich with Impact Snapshots and objection content blocks, backed by a detailed Loom walkthrough and an SOP for long-term upkeep. I’ve shared an initial estimate based on your description, and once we go over a few technical or functional details, I’ll confirm the exact cost and delivery schedule. Could you share how many users will be actively managing or interacting with the workspace daily to tailor the dashboard complexity and automation scope? Thanks, Asad
£560 GBP in 1 day
8.3
8.3

Hello, I can help clean up and complete your PMA workspace so it’s clear, stable, and easy to use for every role. I’ll audit and rename databases and properties to prevent broken formulas, finalize Delivery and Evidence workflows, and streamline dashboards so only actionable data is shown. I’ll also build prioritized public intake forms with triage views and polish Project, Deal, and Delivery templates with ready-to-use content blocks. I have strong experience with structured systems and automation and can deliver a workspace your team can rely on daily.
£600 GBP in 7 days
8.2
8.2

⭐⭐⭐⭐⭐ Optimize Your PMA Workspace for a Smooth User Experience ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project needs and see you're looking for a Notion workspace optimization expert. Look no further; Zohaib is here to help you! My team has successfully completed 50+ similar projects for Notion workspace improvements. I will ensure your system becomes user-friendly and efficient, focusing on clear dashboards and seamless workflows. ➡️ Why Me? I can easily optimize your PMA workspace as I have 5 years of experience in Notion setup and improvement. My expertise includes database management, workflow creation, and user interface design. Additionally, I have a strong grip on automation tools and user experience design, ensuring your project meets all requirements. ➡️ Let's have a quick chat to discuss your project in detail. I can show you samples of my previous work, demonstrating how I can enhance your Notion workspace. Looking forward to discussing this with you in chat. ➡️ Skills & Experience: ✅ Notion Database Management ✅ Workflow Automation ✅ User Interface Design ✅ Dashboard Optimization ✅ Data Structuring ✅ Formula Implementation ✅ Content Block Creation ✅ Public Form Setup ✅ Quality Assurance ✅ User Experience Improvement ✅ Project Management ✅ Documentation and SOP Creation Waiting for your response! Best Regards, Zohaib
£208 GBP in 2 days
7.8
7.8

I READ YOUR REQUIREMENTS CAREFULLY AND UNDERSTOOD THE PROJECT SCOPE AND WILL START WORKING ACCORDINGLY IN STAGES. I understand that this project is about tightening and finalising a complex Notion Operating System so every user lands on a clean dashboard and always knows the next action. With 10+ years of experience designing scalable systems and workflow-driven platforms, I can audit and refactor all databases, properties, relations, roll-ups, and formulas to ensure clarity, stability, and long-term maintainability for non-technical users. I will complete the remaining Delivery and Teacher Confidence workflows, implement accurate “completed / due” logic with filtered views, and refine Command Centre dashboards to surface only actionable information. I’ll also build and connect priority public intake forms (School, Sponsor, General Inquiry) with clean triage pipelines, and polish Project, Deal, and Delivery templates including Impact Snapshot and Headteacher Objection blocks. Work will follow Agile methodology with clear checkpoints. I will provide full documentation, Loom walkthrough, SOP, and QA sign-off. I also provide 2 years of free ongoing support, complete system ownership, and assistance from zero to final sign-off. I am available as per your convenient time zone and will work until you are fully satisfied. I eagerly await your positive response. Thanks
£505 GBP in 7 days
7.4
7.4

Hi there, I am a top freelancer from California with extensive experience in Notion and project management. I understand the importance of creating a clean, intuitive operating system that serves every user effectively. Given your need for a comprehensive overhaul of your workspace, I am confident that my track record of delivering polished and functional dashboards aligns perfectly with your goals. I will ensure that every aspect of your database is meticulously audited and optimized for clarity, while enhancing the user experience for tasks such as logging new deals and uploading evidence. Additionally, I will focus on streamlining the Command Centre, refining workflows, and creating intuitive public intake forms that integrate seamlessly into your pipeline. Let’s connect to discuss your vision further, and I can provide insights on how we can make your workspace shine. What specific functionalities do you envision for the command centre dashboards to enhance usability? Best regards,
£620 GBP in 10 days
6.7
6.7

Hi there, I’ve reviewed your Finalise Scalable Notion Operating System brief. You want a clean, scalable PMA workspace where every user—from a sales rep logging a new deal to a coach uploading Teacher Confidence evidence—lands on a simple dashboard and knows the next action. I’ll audit and rename every database, property, and relation for crystal-clear labels and rock-solid formulas. I’ll finish the remaining Delivery-evidence workflows (Teacher Confidence Posts) and implement an Adoption Check-in with a completed/due formula and due-soon views, then streamline the Command Centre to surface only essentials. I’ll create separate public intake forms for School, Sponsor, and General Inquiry, each feeding a triage view that routes submissions to the correct pipeline stage. I’ll polish or rebuild Project, Deal, and Delivery templates and add the Impact Snapshot and Headteacher Objection blocks so you can drop them into any record. I’ll leverage Notion features like linked databases, roll-ups, formulas, and buttons while keeping the workspace intuitive for non-technical staff. Deliverables: live dashboards, triage views, public form links; Loom walkthrough; one-page SOP; final QA checklist. Acceptance: submissions from public forms appear in the triage view and auto-flow to the right pipeline; Command Centre surfaces the next action consistently. Delivery plan: a two-week sprint with an initial audit, then parallel implementation and a pre-release by Day 7 for your review. Best
£10 GBP in 4 days
6.6
6.6

Hi I can audit, restructure, and streamline your PMA Notion workspace so every user lands on a clean, intuitive dashboard with clear next actions across CRM, Delivery, and Evidence workflows. The main technical challenge is untangling inconsistent database names, relations, and formulas, so I’ll rebuild the schema with precise labels, stable roll-ups, and logic that won’t break as the system scales. I’ll complete the Delivery evidence flows—including Teacher Confidence Posts and Adoption Check-in “completed / due” formulas—while creating filtered due-soon views that surface only what matters. Your Command Centre dashboards will be redesigned to remove clutter and highlight essential action cards tied directly to each pipeline. Public School, Sponsor, and General Inquiry forms will feed into triage views that auto-route submissions into the correct pipelines with zero manual intervention. Project, Deal, and Delivery templates will be polished or rebuilt, with Impact Snapshot and Headteacher Objection blocks ready to drop into any record. This will result in a robust, maintainable workspace your whole team can trust daily. Thanks, Hercules
£505 GBP in 7 days
6.6
6.6

Hello, I excel at transforming “rough draft” workspaces into clean, intuitive systems where every user instantly knows the next step. I will audit and streamline your databases, perfect your dashboards, implement all workflows, and build public intake forms that automatically slot submissions into the right pipelines—effortless for your team to maintain. The result: a polished, end-to-end Notion workspace with actionable insights, zero clutter, and a clear SOP so your staff can work smarter, not harder. Best Regards, Arzoo Farooq
£720 GBP in 7 days
6.8
6.8

Hello , I checked your project, and it looks interesting. This is something we already work on, so the requirements are clear from the start. We mainly work on PHP, Project Management, SQL, CRM, MySQL, HTML, Data Visualization, Automation, Database Management, Notion We focus on making things simple, reliable, and actually useful in real life not overcomplicated stuff. Let’s connect in chat and see if we’re a good fit for this. Best Regards, Ali nawaz
£510 GBP in 8 days
6.6
6.6

I see the workspace captures CRM, Delivery, and Evidence data but needs clarity and smooth workflows for all users. I’d start by auditing every database and property name to make sure labels and formulas are straightforward and stable—this avoids confusion and broken links. For the Delivery-evidence workflows like Teacher Confidence Posts and Adoption Check-ins, I’ll build and test the due/completed formulas and filtered views, so nothing slips through the cracks. Next, I’ll clean up the Command Centre dashboards to only surface essential, actionable cards with no clutter or orphaned roll-ups. For forms, I suggest creating separate public intake forms for School, Sponsor, and General Inquiry, each feeding a triage view that auto-assigns submissions to the right pipeline stages with zero manual effort. Finally, I will polish or rebuild templates for Project, Deal, and Delivery records, adding Impact Snapshot and Headteacher Objection blocks for quick insertion. A recorded Loom walkthrough and a concise SOP will make maintenance easy for your team. Do you already have field naming conventions you prefer, or should I standardize those during the audit? Also, for triage automation, any preferred methods for status updating or reminders? Ready to get your Notion OS tidy, intuitive, and fully automated—let’s start.
£1,000 GBP in 7 days
5.9
5.9

As a seasoned CEO and digital transformation expert, my decade-long professional journey at Web Crest has honed my skills in delivering intelligent, scalable solutions that streamline operations for any organization. Notably, with an impressive 98% project completion rate and top ratings, your project will not only be in capable hands but undoubtedly exceed your expectations. At the core of your project lies the need for a tighter and more optimized Notion Operating System. I understand well the intricacies of database relations and formulas, allowing me to audit, rename and ensure crystal-clear field labels that are essential in maintaining the integrity of your system. Further, my proficiency with complex automations make me a suitable candidate to implement remaining Delivery-evidence workflows with ease and precision. Additionally, I have extended expertise in various aspects relevant to your project including CRM and automation strategies which will ensure I can polish or build from scratch the necessary templates to perfectly align with your requirements. Having completed many projects of similar capacity and complexity, I am confident in my ability to deliver live dashboards, functional triage views and public form links that work end-to-end while keeping up with your specific acceptance criteria..
£400 GBP in 4 days
6.4
6.4

It’s draining when your Notion workspace feels clunky even though all the data is in place. Confusing field names, broken formulas, and cluttered dashboards waste time and make it hard for your team to know what to do next, especially when intake forms or dashboards leave users guessing. You’ll get a streamlined Notion system where every record flows smoothly from public intake forms through clear triage and into the right pipeline, and Command Centre dashboards always surface the next action. First, I’ll audit and clarify every database, property, and workflow so everything is obvious and foolproof. Then I’ll set up the remaining Delivery-evidence processes and build those clean, actionable dashboards. Finally, I’ll create public forms and polish all your templates, wrapping up with a walkthrough and a simple SOP. Which part of the current workspace causes the most confusion for your team right now?
£490 GBP in 7 days
6.1
6.1

Hi there, I’ll transform your Finalise Scalable Notion OS into a clean, scalable workspace with crystal-clear naming, robust formulas, and intuitive dashboards so every user lands on the next action. Deliverables include live dashboards, triage views, public intake forms, polished templates, a Loom walkthrough, and a one-page SOP— Best regards,
£10 GBP in 2 days
5.7
5.7

Hello, I’m excited about the opportunity to contribute to your project. I can take your existing PMA workspace and turn it from “rough draft” into a clean, dependable system by auditing and renaming every database/property/relation so labels are obvious, formulas stay stable, and users always understand the next action from a single Command Centre view. I’ll complete the remaining Delivery → Evidence workflows (including Teacher Confidence Posts and the Adoption Check-in due/completed logic with due-soon filtered views), then rebuild the public intake forms (School, Sponsor, General Inquiry) so each submission lands instantly in the correct triage view and moves into the right pipeline stage with zero manual fixes. You can expect polished Project/Deal/Delivery templates with ready-to-drop Impact Snapshot and Headteacher Objection blocks, plus end-to-end QA, a Loom walkthrough, and a concise one-page SOP covering schema, automations, and upkeep so non-technical staff can maintain it confidently. Best regards, Juan
£505 GBP in 7 days
5.8
5.8

Hello! Notion OS builds usually feel messy because naming is inconsistent and dashboards pull everything at once, so I’ll standardize the schema first, then rebuild the Command Centre so every user sees one clear next action. Full audit: rename databases, properties, and relations with a safe migration plan so formulas and rollups do not break Delivery and evidence: finish Teacher Confidence Posts, add Adoption Check in completed due logic, and create due soon filtered views Command Centre: strip clutter, remove orphan rollups, and surface only actionable cards by role like sales, delivery, coaching Public forms first: build School, Sponsor, and General Inquiry forms feeding triage views and auto slotting into the right pipeline stage Templates: polish Project, Deal, and Delivery templates, then add Impact Snapshot and Headteacher Objection blocks ready to reuse QA and handover: end to end test form to pipeline flow, Loom walkthrough, and a one page SOP for upkeep Curious question: how many user roles do you want the dashboards optimized for on day one, for example sales rep, delivery lead, coach, and admin? Warm regards, Yulius Mayoru
£200 GBP in 7 days
5.5
5.5

Hello , I came across your project Finalise Scalable Notion Operating System and I am very interested in working with you. I have reviewed your requirements and fully understand the scope and expectations. I specialize in PHP, Project Management, SQL, CRM, MySQL, HTML, Data Visualization, Automation, Database Management, Notion and have successfully delivered similar projects before. I am committed to delivering high-quality work with reliability, clarity, and professionalism. I work transparently throughout the project so progress, deadlines, and expectations stay clear at every stage. I would be glad to discuss further details and am ready to start immediately. Looking forward to hearing from you. Regards, Anum
£510 GBP in 7 days
5.1
5.1

Greetings! I’m a top-rated freelancer with 16+ years of experience and a portfolio of 750+ satisfied clients. I specialize in delivering high-quality, professional notion operating system finalizing services tailored to your unique needs. Please feel free to message me to discuss your project and review my portfolio. I’d love to help bring your ideas to life! Looking forward to collaborating with you! Best regards, Revival
£1,000 GBP in 30 days
5.3
5.3

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