Transformation of a Notion workspace for a creative agency

Studio Lab is experiencing sustained growth, which multiplies its client projects. Informal communication between team members is no longer enough. Tools and documents are scattered, creating frustration and wasted time finding the right information every day.

Laure Bilger and her team are looking for a way to structure their operations, without losing their DNA or their way of working. They choose Notion as the central tool of their operations. They identify a template that seems to fit their needs well. While this first trial convinces them of Notion’s relevance, they quickly realize that, in practice, this pre-built template struggles to live up to its promises.

Studio Lab then decides to design its own Notion workspace, one that fully embraces their business and reflects their way of collaborating.

Design an efficient, collaborative Notion workspace, true to their image, to manage the prospecting and production of client projects.

The brief in brief

• Build a Notion workspace relevant to Studio Lab’s current business, while remaining compatible with its future prospects
• Design a sales prospecting pipeline that respects their way of doing things
• Set up a reliable, simple CRM that gives an overview of the client relationship history
• Track client projects, their associated tasks, sub-tasks and appointments
• Optimize information sharing with clients, notably the social media validation process
• Offer different macro and micro views: CEO – Divisions – Individual
• Reduce day-to-day friction to a minimum, with a simple, well-suited way of working