The problem
The solar installation business operated across disconnected systems: client relationships managed through WhatsApp threads, project status spread across multiple spreadsheets, and installation timelines tracked informally between whoever happened to be on site.
Leadership had no real visibility into the business. Every morning started with a round of messages asking 'where are we on this?', and the answer depended on who you asked.
The solution
A three-component Notion operating system that gave every project a single home, and gave the CEO a live view of the whole pipeline without asking anyone.
- CRM database linking clients with full contact history and project status
- Project tracker with phases, tasks, team assignments, and progress indicators
- CEO dashboard showing pipeline, active projects, open tasks, and completed work in real time
We were running the whole company off WhatsApp group chats, I'm not joking. Every morning was just people asking me where things stood. Took about a week to get everyone onto one dashboard, and now I actually know what's happening.Naif Saad, Founder, Solar Manager