<aside> <img src="/icons/checklist_green.svg" alt="/icons/checklist_green.svg" width="40px" /> My Approach to Organization Something that I learned very quickly as I entered presales is that organization is key. We’re often juggling 25+ projects and each project has their own research, set of meetings, and general information that is important to keep together

Why Notion? Notion provided me a one stop shop for everything related to a deal. The pages, properties, and databases keep everything together but separate at the same time

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<aside> <img src="/icons/add_gray.svg" alt="/icons/add_gray.svg" width="40px" /> Content Provided

• To-Dos → A simple to-do list taking from the 1-3-5 methodology
• All Projects → The database where your prospects would live
• Individuals → With each meeting that you have, you meet more and more people. I use this page for networking as I can talk to AEs and other Presales colleagues about past deals we’ve worked on together
• My Demos → Having a separate page for all my demos helps me go back and find ways to improve whether it comes to research, preparation, or alignment
• Internal Meetings, Presentations, and Recordings → While a majority of our time in Presales is dictated by our customers, we still have internal meetings, presentations, and recordings too. This database helps keep those other tasks organized as well

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<aside> <img src="/icons/new-badge_red.svg" alt="/icons/new-badge_red.svg" width="40px" /> How to use the Content

• I intentionally separated these components of my work to maintain a sense of organizational standards
• While there are separate databases, they’re all connected via properties. For example, you can navigate to a project and easily identify the demos that you’ve had with the deal

How I Use Notion

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