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What a Notion: MSPs Drive New Revenue & Retention with Customer Solutions on Notion!

Note-taking itself has undergone a transformation. What many people use today is far more than a note-taking platform. It does much more.

Excerpted from the AgenticMSP Substack. Read the entire article https://agenticmsp.substack.com/p/what-a-notion-msps-drive-new-revenue

AI Brings Platform Explosion

With everyone rabidly focused on LLMs, you may not have noticed the emergence of many very interesting system platforms that leverage AI to make magic.

Note-taking itself has undergone a transformation. What many people use today is far more than a note-taking platform. It does much more. When you adopt one you’ll soon find it has far more functionality than you first realized. These platforms are variously referred to as a wiki, project manager, CRM, knowledge base, knowledge management system, client portal, or second brain. Much more than just note-takers.

Integration

If there’s one word that has always been important to our IT channel community, it’s “integration.”

Many of us have referred to ourselves and our companies as “System Integrator” or “Network Integrator” of “Solutions Integrator.” From the start we distinguished ourselves and served our customers best by bringing the best-in-breed of each component of our customer solutions. We are, deep in our souls, integrators. We integrate.

And so it was that I commenced a search for the best platform I could integrate to get AI to help me do what I do. It had to be easy to maintain, easy to use, highly accessible from all my various devices, user friendly, highly integratable with as many other platforms and applications as possible, and driven in every way by AI so I could really fulfill the goal of having a true digital AI assistant.

I found an explosion of candidate products, including Asana, Monday.com, Confluence (Atlassian), Microsoft Loop, Obsidian, Anytype, Airtable, and more. Each handled a piece of what I wanted, but I’d have to maintain multiple products to get everything I wanted.

A Champion Emerges

I finally came upon Notion. I really couldn’t avoid it given the plethora of videos and articles that barrage us constantly. Notion could easily handle everything on my list. In fact, it opened my mind wider when I looked at Notion’s list of capabilities:

Knowledge Management

  • Company wiki and internal documentation

  • SOPs and process documentation

  • Employee handbooks and policy libraries

  • Meeting notes and agendas

  • Research repositories

  • Personal knowledge bases (”second brain”)

Project Management

  • Task tracking with assignees, due dates, and priorities

  • Kanban boards

  • Timeline/Gantt views

  • Calendar views

  • Sprints and milestones

  • Roadmaps

  • Status tracking and progress dashboards

Database & Data Management

  • Relational databases with linked records

  • Filtered and sorted views of the same data

  • Rollup and formula fields

  • Gallery, table, board, list, and calendar views of any database

  • Data entry forms

Document Creation

  • Long-form writing and rich text documents

  • Embeds (video, maps, code, PDFs, etc.)

  • Templates: Both personal and team-wide

  • Publishing pages publicly to the web

Collaboration

  • Real-time multi-user editing

  • Comments and mentions

  • Page permissions and access controls

  • Guest access for external collaborators

  • Team spaces with separate permissions

Client-Facing Work

  • Client portals

  • Shared project workspaces

  • Deliverable tracking and approvals

  • Branded public pages

CRM & Sales

  • Contact and company databases

  • Deal pipeline tracking

  • Interaction logging

  • Follow-up task management

HR & People Operations

  • Onboarding checklists and workflows

  • Employee directories

  • Job tracking and recruiting pipelines

  • Performance review templates

  • Time-off tracking

Content & Marketing Operations

  • Editorial calendars

  • Content pipelines with status tracking

  • Campaign planning and tracking

  • Asset libraries

  • Brand guidelines documentation

Finance & Operations (lightweight)

  • Budget tracking

  • Vendor and contract management

  • Invoice and expense logging

  • OKR and goal tracking

Automation

  • Automated property updates triggered by status changes

  • Recurring task creation

  • Slack, email, and Zapier/Make integrations

  • API access for custom integrations

  • Notion AI for summarization, drafting, Q&A over workspace content

IT & Technical Teams

  • Bug and issue tracking

  • Sprint planning

  • Technical documentation and runbooks

  • Incident logs

  • Ticketing (lightweight)

Why Am I Telling You All This?

Having begun to build my own business operations system on Notion, I quickly realized what a great opportunity it is for MSPs. Just like the “Solution Providers” I grew up with developing solutions of top of database products and document managers, today’s MSP can build a universe of excellent customer solutions with Notion.

Think about what you charge for an M365 or Google Workspace deployment. Now think about a Notion engagement with comparable scope:

· Discovery and architecture: You’re diagnosing a business, mapping their workflows, and designing a system that fits. That’s a billable engagement easily commanding fees of $1,500 to $5,000 depending on complexity. And that’s just the start!

· Build and configuration: A well-built Notion workspace for a 20-person company can run 40 to 80 hours of work. Templates, databases, relational properties, automations, integrations. All of it has to be designed and built. Price accordingly.

· Training: Notion’s flexibility is only valuable if people know how to use it. Training engagements for admins and end users both are a natural add-on.

· Ongoing Design and User Support and iteration: Business needs change. Businesses change! Notion implementations need maintenance, but they also frequently call for expansion, and improvement. A constant flow of consultative engagements. Now that’s a recurring services opportunity, either hourly or retainer.

This is high-margin professional services work. You’re not shipping hardware or managing licenses. You’re designing something of value, developing it, building it, helping your customers get the most out of it, and you’re doing it with a relatively low tooling cost on your side. Best of all, it calls for the same skills you’ve developed and delivered to customers for years.

And it puts you firmly in the AI business!!!

Why Now

Notion is adding AI capability aggressively. Notion AI is already embedded in the platform bringing summarization, writing assistance, Q&A over workspace content. As customers start to ask for AI-augmented operations, a Notion practice positions you at that intersection without requiring deep AI engineering. You’re implementing a platform that already has it baked in.

The competitive moat is also still wide open. There are no established Notion practices in the channel the way there are for Microsoft or Google. If you build this now, you’re not fighting for scraps. You’re establishing a position.

Excerpted from the AgenticMSP Substack. Read the entire article https://agenticmsp.substack.com/p/what-a-notion-msps-drive-new-revenue

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