how it works
Your workspace, ready before we start.
As a client you get a personalised Notion dashboard built from our intake. Shared with you immediately — updated throughout the project and always there.
what's inside
Intake summary
Your situation — team size, current setup, goals, pain points — captured and organised in one place. Not buried in an email thread.
Live setup progress
A shared checklist that shows exactly where the project stands and what comes next. Updated as the work progresses.
Shared action items
Who needs to do what before the next call. No ambiguity about what's waiting on you versus what's waiting on me.
example workspace
Built for your situation, not a template.
The content is based on your intake. Every workspace is different.
Promptfields / Acme Corp
Acme Corp — CRM & Sales Ops
Shared workspace · last updated today
CRM
Attio
Phase
Pipeline setup
Status
● In progress
Week
2 of 4
3/7 complete
Setup checklist
Intake summary
Current setup
Spreadsheets + email
Team size
8 sales reps
Main goal
Pipeline visibility
CRM selected
Attio
Pain point
Manual reporting
This week's actions
Branko
Configure deal stages, pipeline views, and AI digest workflow
You
Export existing deals from Google Sheets
Both
Review together on Thursday at 10am
Next call
Thursday · 10:00am CET
Google Meet · link in email
get your workspace
See what it looks like for your company.
Leave your company name and email. I'll build a personalised workspace based on your situation and send you access — no call needed yet.