Problem
- SB Farmaconsultores is a consultancy agency for pharmacies, and they needed a digital workspace to run and track all their operations and client calls.
- When we met, they were:
❌ Managing client’s meetings and notes in their personal notebooks
❌ Tracking pending tasks in paper, with no reminders
❌ Missing some crucial details that made them look unprofessional to their clients
- So I created their customize Notion workspace, based on their specific needs as a team.
Solution
With their Notion workspace, now they can:
☑️ Manage their Clients details
☑️ Track their meetings notes on a weekly basis
☑️ See who’s in charge of each client and what’s their progress
☑️ Get reminders when the next meeting approaches
☑️ Store the latest updates in a single place
☑️ Communicate internally as a team efficiently
Details
Homepage
- Pharmacies
- Pharmacy Template
- Meeting Notes
- Meeting Note Template
