business owner planner


Designed for both service and product-based small businesses, the Business Owner Planner is an all-in-one Notion system template for those looking to organize their backend, increase their productivity, and find clarity about future plans and growth. The template features 13 main pages with various databases and subpages to organize your operations, marketing, clients, products, goals, and more. You also receive access to 13 Canva templates to customize the planner's unique headings and graphics. 

Available in 4 distinct styles. All sales are final.

what's included

• access to the Business Owner Planner template for Notion
• access to the Canva design templates for the planner's custom headers and graphics
• walkthrough tutorial and other resources for customization

Upon successful payment you’ll receive access to a download link on the same checkout page, in addition to an email with your download link. The download link will provide you with a PDF where you’ll find further instructions on accessing your template and its resources. This template and access to its resources are yours to keep and reuse as many times as you’d like. 

how it works

• These are digital products which means no physical materials will be shipped to you. 
• These templates are for personal use only. Please do not share, sell, or redistribute these files.
•All sales are final, which means I don’t accept returns, exchanges or cancellations, and do not offer refunds. If you are not already familiar with Notion, then I encourage you to familiarize yourself with Notion before purchasing this template so you can be sure you understand how the system works. Of course, if there seems to be any issues with the delivery or product functionality, please contact me so that we may assist you.

terms of use & shop policies

more details

The following breakdown is meant to give an insight and overview of the functionality of the template. Features such as images and graphics are not included in this breakdown, but you can get an understanding of how the template utilizes these elements in its design through the product photos above. 


reflections page

Monthly reflection page to chart your growth with your business.

Organize workbooks and notes from courses and classes.

classes + education page

Track your inventory for your products.

stock management page

product sales database

Create and store important information related to your business's products.

Manage your client workload and project tasks.

client project management page

Create and store important information related to your business's offerings.

service/offerings database

Create your content plan for the month for multiple social media platforms.

content calendar

Plan and schedule future newsletters.

newsletter planning page

Plan and schedule future blog posts. 

blog planning page

Create a brand board for your business to stay on track with your visual identity.

branding page

Track and plan your financial goals, bills, tasks, and your business's wishlist.

finances page

The heart of your planning system. This houses all your tasks for your business and is organized by type and due date. You'll find a linked view of this list on each department page so you can stay up-to-date on what's due for each aspect of your business.

master task list 

An at-a-glance overview of your business at large with linked database views of your tasks, internal projects, and a space for planning your year by quarters. 

dashboard page


Do I need to pay for notion to use your templates?

This template is compatible with Notion's free plan. If you anticipate uploading files larger than 5 mb or if you plan on collaborating with more than 5 users, then I would recommend looking into Notion's premium plans.


If your template includes Canva templates, you do not need a Canva Pro account to access the templates, but some graphics do include stock photos that are only available with a Canva Pro account. If this is the case with a template you are customizing, you can easily swap out the photo for a free alternative or upload your own. 


All templates can be viewed and accessed in Notion's mobile app, but since most templates were designed on Notion's desktop app, I recommend setting up your template on a desktop. Due to Notion's automatic mobile integration, you will find the mobile view different from the desktop view of the template.


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