Six operating systems, each built from a real business.
Every template was shaped by sitting with a working owner-led business and encoding what was actually there — the records, the connections, the views people open first. Each one ships as a paid bundle that includes the template and onboarding, with deeper support tiers above.
A free, unsupported version of each template lives on the Notion Marketplace. The paid bundles here add onboarding, a diagnostic read, or a full build — depending on which rung fits.
Three rungs per template
The same template ships at three depths of support. Start at the rung that matches the help you want.
The Marketplace version. The paid bundle on this site.
The Notion structure itself is the same in both places. What differs is what surrounds it. The free version is for owners who want to figure it out themselves. The paid bundle is for owners who want the system understood, fitted, or built around their actual business.
The bare template, free to duplicate
Find any of the six on the Notion Marketplace, click duplicate, and the workspace lands in your account. Structure intact, connections built, demo data included.
- Full template structure and database connections
- One-click duplication into any Notion workspace
- Starter records to learn the system from
The template plus the work to make it yours
Every paid bundle adds the human work that turns a duplicated workspace into a running operating system. Three rungs per template — pick the depth that matches where you are.
- Guided onboarding session with Jacob
- Optional diagnostic read of how your business runs
- Optional full build done alongside you and the team
Pick the shape that recognizes your operation.
Each card links to the template’s own page, with the full section list, fit criteria, and checkout for all three rungs. Pricing starts at $99.
Wood Business
For the maker who is also the business — furniture, milling, turning, firewood, or custom commissions where you quote it, build it, and sell it yourself.
Shalom Desk
A working hub for synagogues, day schools, and Jewish community organizations — the membership life of the kehilla held in one structure your office team can open without routing through the rabbi or director.
Business Operating System
The general-purpose operating shape for service businesses, professional firms, and owner-led companies that need strategy, sales, delivery, finance, and knowledge held in one place.
High Risk Retail Ops
Compliance-heavy retail run with discipline — CBD, vape, alcohol, firearms, or adjacent. The audit binder, the renewal calendar, and the SOP training record kept as a working habit instead of a quarterly scramble.
Private Transport
For black-car, executive transport, and private dispatch operators running two to twenty vehicles — bookings on one side, vehicles and drivers on the other, reconciled at the end of each week.
Rental Ops
Small and mid-sized landlords running 5 to 100 units — the operating layer that sits beside whatever property management software you use, kept legible so the owner can read the portfolio’s state.
Three rungs, the same shape across all six templates.
The template doesn’t change between rungs. What changes is how much of Jacob’s work is included alongside it.
- The complete template, duplicated into your workspace
- 60–75 minute onboarding session with Jacob
- Architecture walkthrough and safe-customization guidance
- Recording or written notes to keep
- Everything in The Template
- 90-minute discovery session
- Written BNS report — all five functions scored
- Primary constraint named in one sentence
- Template pre-configured to your stages and naming
- Team orientation session and 30-day check-in
- Everything in Guided Start
- Books brought current to the month
- Knowledge layer built — SOPs, pricing logic, key contacts
- Two recurring workflows automated
- Up to three team handoff sessions
- 90-day operating support with monthly check-ins
The path from this page to a running operating system.
Find the closest shape
Read the six cards above and click into the template whose description recognizes your operation. The detail page covers the full section list, the fit criteria, and checkout for all three rungs.
Pick the depth of support
The Template if you want orientation before you start. Guided Start if you want your business read and the template fitted to it. Fitted Workspace if you want Jacob building the operating layer with you.
Run a real month through it
Every self-install tier includes a 30-day guarantee. Load real records, work the system, and confirm the structure earns its place before you decide on a higher rung.
If the gap is structural, the diagnostic comes before the system.
When none of the six templates recognizes your operation, that gap is itself a signal. The right starting point is the Operating Model Read — a structural diagnosis of how the business actually runs, with the primary constraint named before any system is built.
The 20-minute fit call is the front door for figuring out which path is yours.
Before picking a template.
Pick the template whose shape recognizes your business.
Six operating systems, each built from a real owner-led business. Three rungs of support on each one, scoped so you take only as much help as the work needs.