Description
Here is what most setup businesses actually look like behind the scenes: a workflow builder in one place, questionnaire templates buried in Google Drive, pricing math happening in a spreadsheet from 2022, client notes scattered across three different apps, and a handoff process that gets reinvented at the end of every single project.
It works. Barely. And it costs you time, energy, and mental load on every setup you deliver.
The Setup OS is the operating system I built for my own setup business and rebuilt from the ground up in Notion. It is not a template pack or a collection of resources. It is a connected system that covers the full operating layer of how a setup business runs – from the first workflow mapping session all the way through client handoff – with a step-by-step implementation course so you actually get it running.
What is inside
The workflow builder is the core. It is the same methodology I have used since 2021, rebuilt in Notion with a visual mapper so you can SEE the workflow as you build it. Your implementation questionnaire generates from your workflow data so you are not starting from scratch on every project.
Both the Onboarding Questionnaire and the Content Approval Questionnaire are included – previously sold separately in the shop, now living inside the system where they belong. Client management is covered with a full hub: project dashboard, private notes database, unfinished tasks tracker, and time tracking. Your pricing workbook and a dynamic quote calculator handle your numbers. Thirty-plus Dubsado email templates, a form template library, a to-do template bank, a Canva template library, and a smart field reference guide cover your templates. A Next Steps Guide generator and ROI reports handle your client handoff.
And the implementation course means you have no excuse not to actually use it.
Check out this silent video scrolling through all of the amazing functionalities:
Why this exists
If you have shopped the store before, you know the disconnected version of what The Setup OS does costs over $1,500 – and even then the tools did not talk to each other. This does MORE, in one place, for one low price.
This is the Notion release. An Airtable version is coming for strategists who prefer that platform.
What it requires from you
You implement it. The course walks you through it. The support resources are there when you need them. But a system that sits in your sidebar does exactly nothing – so show up, get it done, and then let it run.
DONE is better than perfect. That is true here too.
What’s Included
- Workflow builder
- Onboarding + Content Approval Questionnaires included
- Complete project board telling you what to do, and when.
- Client hub, project dashboard, time tracking
- Pricing workbook + dynamic quote calculator
- 30+ Dubsado email templates
- BRAND NEW Form, Canva + to-do template libraries
- Next Steps Guide generator
- ROI reports
- Step-by-step implementation course + video walkthroughs
- Annual updates + critical bug fix support
Terms of Use – Platform Changes & Feature Availability
The Setup OS is built entirely within Notion, using features available on the platform at the time of development. While every effort has been made to ensure the system works seamlessly on Notion’s free plan, future changes made by Notion — including but not limited to pricing updates, feature restrictions, or limitations on integrations — may impact how certain elements function.
By purchasing & accessing The Setup OS, you acknowledge and accept that:
- You are responsible for maintaining a Notion account that supports the features required to run this system.
- Some advanced functionality (e.g., charts, database relations, advanced automations) may require a paid Notion plan now or in the future if Notion changes their free offering.
- No partial or full refunds will be issued if platform-level changes made by Notion affect the system’s performance or functionality.
This purchase grants you a lifetime license to the system as it exists at the time of purchase. Ongoing updates and enhancements are provided at the discretion of the creator and are not guaranteed.
