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How I Plan My Offers Using Notion: A Powerful Tool for Online Business Growth


As a product strategist working with coaches, consultants, and service providers, I understand the importance of effective planning and organisation. One tool that I absolutely love and rely on for organising all my digital products, online offers, and even services is Notion.

In this blog post, I want to share with you how I use Notion to plan my offers, keep all my assets in one place, and strategically price my offerings. Let's dive in and explore the actual template I use.

Using Notion's Database Feature to Develop Offers

One of the key features of Notion that I find invaluable is the database. I used the database to create a product database to store all my ideas and keep them organised. When creating a new entry, I start by filling out essential details such as the product's name and details about what it is. This helps me clarify the transformation my product offers and identify my specific ideal customer. Additionally, I list everything included in the product and highlight the benefits it provides.

Defining the Sales and Marketing Process in Advance

I consider the sales process for each product. Whether it's an evergreen sales page, a webinar, or a sales call, I think about the best approach to sell the product effectively. My marketing process, including YouTube videos, summits and bundles are also planned in advance because it plays a vital role in attracting potential customers.

Choosing a Product Format

To provide more detail about the product, I specify its format within the database. This step helps me determine the delivery method, which can vary depending on the topic and target audience. For example, I may choose to create a 1:1 service, self-study course or membership.

Visual Assets

Additionally, I use Notion's capability to attach graphics, photos and links to add all assets that relate to the product. This allows me to have all the visual and copy assets in one place, making it easier to create and find engaging marketing materials.

Pricing Considerations:

When it comes to pricing, I utilise Notion's formula capabilities to calculate the costs and profits of my new offers. I have it set up to choose different payment structure.

I input the proposed selling price, my hourly rate, and estimate the hours needed to deliver the product. Considering the time required for customer service and marketing efforts as well as actual offer delivery. By factoring in transaction charges from checkout platforms like Payhip, Thirvecart or Stripe, I can determine the total costs and ensure that my pricing aligns with the value I provide.

Streamlining Campaign Planning:

The ability to connect databases in Notion becomes even more valuable when planning marketing campaigns. For instance, during Black Friday, I can easily select a product from the database, and it automatically pulls through the features, benefits, and other relevant information. This allows me to have all the necessary details at my fingertips, enabling me to plan my campaigns effectively. I also have a separate blog post demonstrating how the sales-planner in Notion works.


Notion has become an indispensable tool in my business. The Databases, combined with its other features, empowers me to plan my offers, keep all my assets organised, and strategically price my offerings. By utilising this powerful tool, I can ensure that my content strategy and product development align with my business goals. If you're looking for a comprehensive solution to streamline your planning process, I highly recommend exploring Notion for your business and checking out my templates.