Morgan, the founder, was struggling with low visibility into margins on service packages and lacked a centralized system for managing projects, tasks, and clients. As a result, she often found herself micromanaging her team and personally handling much of the work, leaving little time to focus on growth. The lack of streamlined systems was limiting her ability to delegate effectively and scale the business.

To address these challenges, we introduced Notion as an all-in-one platform for project, task, and client management. Over the course of six months, we collaborated through strategic sessions to implement and customize Notion to centralize business operations. This allowed the team to have a single source of truth for their workflows and dramatically improved internal organization.

With Notion in place, Morgan has been able to step back from day-to-day task oversight and focus on higher-level business activities like training and expanding service offerings. The team is now more self-sufficient, managing client work independently within the platform. MP Business Solutions is in a strong position to scale, and we continue to work together to refine systems and support the company’s growth trajectory.