Leadership
Company HQ, Strategy & OKRs, Meeting OS, Project Portfolio, and the Company Wiki — signals, objectives, cadence, and the written record of what was decided.
A complete operating system, bound as twenty volumes
Folio is the Notion workspace a company actually runs on: strategy, delivery, revenue, people, money, and risk — without a second spreadsheet and without another SaaS seat.
Each volume is a database with the properties, statuses, and views that department already expects. Every one opens on a view named for what it holds — All deals, All people, All contracts — and nineteen of the twenty carry a second view already filtered or grouped for the question you actually arrive with: Pipeline, By department, Expiring soonest, Open work, At risk, Outstanding. Every line below arrives with the set.
Fields Signal · Type (Decision, Risk, Win, Blocker, Metric, Ask) · Status · Priority (P0–P2) · Department · Owner · Date · Notes
Fields Campaign · Type (Campaign, Content, Event, Launch, Always-on) · Channel (LinkedIn, Email, Web, Event, PR, Paid) · Budget · Launch · Status · Goal · Owner
Fields Objective · Type (Objective, Key Result) · Target · Progress % · Quarter (Q1–Q4, Annual) · Status · Department · Owner · Notes
Fields Asset · Type (Logo, Color, Type, Photo, Deck, Template, Voice) · Channel (Web, Social, Print, Sales, Product) · Status (Draft, In review, Approved, Retired) · Approved · Owner · Notes
Fields Meeting · Type (Weekly, 1:1, Board, All-hands, Client, Standup, Interview) · Date · Status · Attendees · Decisions · Actions · Department
Fields Item · Type (Feature, Improvement, Bet, Debt) · Horizon (Now, Next, Later) · Theme (Growth, Retention, Platform, Quality, New market) · Impact · Effort · Status · Target · Owner
Fields Project · Type (Client, Internal, Product, Ops) · Status · Health (On track, At risk, Off track) · Priority · Budget · Start · End · Owner · Summary
Linked to Client Accounts · Work Board
Fields Name · Role · Level (IC, Senior, Lead, Manager, Director, Exec) · Department · Location · Email · Start · Status (Active, Leave, Contractor, Alumni)
Linked to itself, through Manager and Direct reports · Talent Pipeline · Onboarding Academy · Performance OS
Fields Task · Status · Type (Delivery, Ops, Sales, People, Finance) · Priority · Effort (S, M, L) · Assignee · Due · Notes
Linked to Project Portfolio
Fields Candidate · Role · Stage (Sourced, Screen, Interview, Offer, Hired, Rejected) · Source (Inbound, LinkedIn, Referral, Agency) · Rating (A, B, C) · Applied · Department · Owner
Linked to People Directory
Fields SOP · Category (Delivery, People, Finance, Sales, Legal, Ops) · Status (Draft, Live, Needs review, Retired) · Version · Review date · Owner · Summary
Fields Module · Track (Everyone, Sales, Delivery, People, Finance, Product) · Day · Duration (30m, 1h, Half day, Full day) · Required · Status · Owner · Notes
Linked to People Directory
Fields Article · Category (Policy, How-to, Team, Product, FAQ) · Status (Draft, Published, Needs review) · Reviewed · Owner · Summary · Department
Fields Cycle · Type (1:1, Review, Pulse, PIP) · Rating (Exceeds, Meets, Developing, Concern) · Status · Date · Department · Notes
Linked to People Directory
Fields Deal · Stage (Lead, Qualified, Proposal, Negotiation, Won, Lost) · Source (Inbound, Outbound, Referral, Partner, Event) · Value · Probability % · Close · Next step · Owner
Linked to Client Accounts
Fields Entry · Kind (Income, Expense, Transfer) · Category (Retainer, Project, Software, Payroll, Contractor, Office, Travel, Tax, Other) · Amount · Status (Forecast, Submitted, Paid, Overdue) · Recurring · Date · Department
Linked to Vendors & Procurement
Fields Account · Status (Prospect, Onboarding, Active, At risk, Churned) · Health (Healthy, Watch, Critical) · Segment (SMB, Mid-market, Enterprise) · ARR · Renewal · Owner · Notes
Linked to Sales CRM · Project Portfolio · Support Desk · Legal & Contracts
Fields Vendor · Category (Software, Contractor, Facilities, Legal, Insurance, Benefits) · Status (Trial, Active, Preferred, Cancelled) · Risk · Annual · Renew · Contract link · Owner
Linked to Finance Ledger
Fields Ticket · Type (Bug, Question, Billing, Feature) · Priority (P0–P3) · Status · Channel (Email, Chat, Slack, Phone) · Assignee · Opened · Notes
Linked to Client Accounts
Fields Contract · Type (Client, Vendor, Employment, NDA, Lease) · Status (Draft, Review, Signed, Expired, Terminated) · Risk · Value · Effective · Expiry · Owner · Notes
Linked to Client Accounts
Paid Notion templates do not sell as pretty dashboards. They sell as replacements for tools people already resent paying for. Across Gumroad, Etsy, and the Notion marketplace, four categories carry most of the volume: productivity systems, personal finance, content calendars, and lightweight CRMs. Business OS bundles sit above that: fewer buyers, higher tickets, and a buyer who will pay once to retire HubSpot-lite, Asana-lite, and a graveyard of Google Sheets.
Sources: SendOwl, best-selling categories · ToolJet, top 20 business templates · Easlo Everything Bundle · Thomas Morales, Company OS · StartOS · Notion Everything, Business OS
Folio is mapped to how a firm is actually organised — not to Notion’s default blocks. The twenty volumes fall into four departments, and every one of them comes with the set.
Company HQ, Strategy & OKRs, Meeting OS, Project Portfolio, and the Company Wiki — signals, objectives, cadence, and the written record of what was decided.
Sales CRM, Client Accounts, Support Desk, Marketing OS, and Brand Studio — first campaign through pipeline through renewal through ticket.
People Directory, Talent Pipeline, Onboarding Academy, and Performance OS — hire them, land them, grow them, review them.
Work Board, SOP Library, Product Roadmap, Finance Ledger, Vendors & Procurement, and Legal & Contracts — how the work gets done, and what it costs, owes, and signs.
A design studio baked into all twenty volumes — five clients with their deals, projects, tickets and contracts, cross-linked, so you can see the system talk to itself before you put your own firm in it.
Rename the firm. Load people. Import live work. Hold the first weekly from Meeting OS. Then delete the leftover sheets.
The offer
Twenty volumes, already built in Notion. Priced as a bundle because that is how operators buy — and how the bestsellers are sold.
For running your own firm on it.
For putting it into your clients’ workspaces.
Folio is sold whole. The volumes are built to reference each other — a CRM that rolls up into Finance, projects that draw their people from the directory — so a single volume on its own is a database, not a system. Both tiers come with a perpetual licence and thirty days to change your mind.
Live. The twenty databases sit under the Folio hub in your Notion. Duplicate the hub for a clean copy, or run Northshore as the demo and replace the rows.
Bestsellers that try to be “one page for everything” collapse. Operators want a named system per function, with a front door. Folio is a magazine: a spine (the hub) and issues (the volumes).
You can sell your work with it — not the template itself. That is what the agency licence at $249 is for: duplicate Folio into a client’s workspace, configure it for their business, run it for them, and invoice whatever you like. There is no limit on how many clients. The $149 set licenses Folio for your own firm only.
What neither tier lets you do is pass the template on as a product: no reselling the duplicate link, no listing it on another template marketplace. The full terms are in the licence, and it is one page.
No — and that one is not our rule to bend. The Notion marketplace terms are blunt about it: “Reposting of content or work, in whole or in part, purchased from other creators is strictly prohibited.” Whatever licence we grant you, at either tier, listing a template you bought from another creator is not something Notion allows in their gallery. The same answer holds for Gumroad, Etsy, and every other store.
What an agency actually wants is still open, and it is what the $249 tier sells: duplicate Folio into a client’s workspace, set it up for their business, run it for them, and bill for the work. Folio is a tool you work with. It does not become a product you list.
With something in it. Nothing is left blank on purpose: all twenty volumes arrive carrying Northshore, a fictional design studio — five people in the directory, five client accounts, five signed contracts, live deals and projects, and a ledger with invoices out and bills in.
The point of the sample is that it holds together. Follow one client through: Lumen Co is a won deal in the CRM, an account in Client Accounts, a live project in the Portfolio, three tasks on the Work Board, two tickets in Support Desk, a signed MSA in Legal, and an overdue milestone invoice in the Finance Ledger. Won deals sum to the ARR in Client Accounts, which is exactly the progress on the ARR objective in OKRs.
When you want your own firm in there, the rows are what you delete — the structure, the properties, the statuses, and the views stay.
Write to contact@cooploy.com. A real person answers, and questions about fit are the cheapest ones to ask first.