A shared starting point you can make your own.

What you get

A structure to work from, with examples and guidance for setup.

Choose this if someone on your team is comfortable with Notion. For guided setup, see Template + Onboarding. Jacob can answer product questions; hands-on configuration and ongoing administration are separate services.

Finance and communications areas organize records. Payment processing, a member portal, and automatic connections to external tools are outside the template purchase.

Eight connected dashboards

• Membership — Families, Individuals, Memberships, Organization Memberships, Pastoral Cases, Touchpoints, Segments
• Finance — Donations, Pledges, Recurring Gifts, Invoices, Line Items, Payments
• Events — Events, Event Registrations
• Education — Students, Classes, Education Events, Tuition Entries
• Communications — Communications Log, Campaigns, Sends, Segments
• Worship & Services — Services, Shabbatot, Holidays
• Personnel — People, Roles, Assignments
• Facilities & Ops — Facilities, with room to grow

Included for your setup

• Thirty linked databases wired into one shared "databasement"
• Pre-built calendars, tables, and boards in every area
• Record templates inside the core databases — intake, gift, event run sheet, case note, and more
• A Clean Start copy with demo data already cleared, next to the demo copy for reference
• The Operator's Manual — weekly rhythms, board-report recipes, and season runbooks, in Notion and as a PDF Field Guide
• A Getting-Started walkthrough that opens on first launch
• Access to released template updates at no extra cost. Changes must be applied to your own copy; they do not automatically update a customized workspace.