Accepting New Clients
Your AI-powered workspace. Intelligent by default. Simple by design.

Simple, intuitive Notion workspaces with custom AI agents tuned to each business.

Notion Certified
100+ Workspaces Built
AI-First Approach
5+ Years Experience
5-Star Client Rating
What's in the box

Everything you need to start using a custom AI powered workspace in your day-to-day.

Custom Notion Workspace

A workspace built around your actual workflows. Your projects, your clients, your notes, organized and connected.

Up to 10 Custom AI Agents

AI assistants trained on your business context. They help you write, manage tasks, prep for meetings, follow up with clients - whatever your work demands.

1-Hour Live Training

A recorded session where I walk you through your setup, answer your questions, and make sure you're comfortable before I step back.

Custom Loom Walkthroughs

Up to 45 minutes of recorded video guides specific to your setup. Revisit them anytime, share them with your team, or use for future onboarding.

1 Month Free Support

Your first month of ongoing support is included to make sure you've got everything you need to be successful in your new systems.

Continued Support, Training, Iteration, etc.

An optional monthly subscription built around what you need. Whether that's continued training, refining your agents, adding new workflows, or just having someone to ask.

RECENT PROJECTS

How My Clients Are Using Their Systems

A few ways I've been helping clients implement quick wins using simple but powerful tech. Just a glimpse of what's possible!

Client Onboarding Hub
Client Onboarding Hub
A dashboard for managing the full client pipeline — including intake forms, proposals, estimates, active projects, and client-facing pages, with AI agents built in to handle onboarding, proposals, and task management.
Proposal & Scope Generator
Proposal & Scope Generator
Their AI agent is trained with examples of all previously approved proposals. When a new opportunity comes in, they feed the AI a quick briefing and get back a polished, on-brand draft in minutes.
Custom Client Portal
Custom Client Portal
A place for both clients and account managers to log in and see live project status, review deliverables, leave feedback, provide updates, etc. in an async way.
Meeting-to-Action Pipeline
Meeting-to-Action Pipeline
Notion AI records every meeting and produces a transcript. Their agent reads it, pulls out decisions and next steps, and adds them as tasks directly to the relevant client page/project. It infers due dates, priorities, assignees, etc. from the context of the meeting and state of the project.
SOP & Resource Library Bot
SOP & Resource Library Bot
Their team asks questions and gets answers sourced only from verified internal SOPs. When a new process needs documenting, a user describes it or drops in a Loom transcript and the agent builds the SOP for them using their company's SOP template.
Client Onboarding Hub
Client Onboarding Hub
A dashboard for managing the full client pipeline — including intake forms, proposals, estimates, active projects, and client-facing pages, with AI agents built in to handle onboarding, proposals, and task management.
Proposal & Scope Generator
Proposal & Scope Generator
Their AI agent is trained with examples of all previously approved proposals. When a new opportunity comes in, they feed the AI a quick briefing and get back a polished, on-brand draft in minutes.
Custom Client Portal
Custom Client Portal
A place for both clients and account managers to log in and see live project status, review deliverables, leave feedback, provide updates, etc. in an async way.
Meeting-to-Action Pipeline
Meeting-to-Action Pipeline
Notion AI records every meeting and produces a transcript. Their agent reads it, pulls out decisions and next steps, and adds them as tasks directly to the relevant client page/project. It infers due dates, priorities, assignees, etc. from the context of the meeting and state of the project.
SOP & Resource Library Bot
SOP & Resource Library Bot
Their team asks questions and gets answers sourced only from verified internal SOPs. When a new process needs documenting, a user describes it or drops in a Loom transcript and the agent builds the SOP for them using their company's SOP template.
Client Onboarding Hub
Client Onboarding Hub
A dashboard for managing the full client pipeline — including intake forms, proposals, estimates, active projects, and client-facing pages, with AI agents built in to handle onboarding, proposals, and task management.
Proposal & Scope Generator
Proposal & Scope Generator
Their AI agent is trained with examples of all previously approved proposals. When a new opportunity comes in, they feed the AI a quick briefing and get back a polished, on-brand draft in minutes.
Custom Client Portal
Custom Client Portal
A place for both clients and account managers to log in and see live project status, review deliverables, leave feedback, provide updates, etc. in an async way.
Meeting-to-Action Pipeline
Meeting-to-Action Pipeline
Notion AI records every meeting and produces a transcript. Their agent reads it, pulls out decisions and next steps, and adds them as tasks directly to the relevant client page/project. It infers due dates, priorities, assignees, etc. from the context of the meeting and state of the project.
SOP & Resource Library Bot
SOP & Resource Library Bot
Their team asks questions and gets answers sourced only from verified internal SOPs. When a new process needs documenting, a user describes it or drops in a Loom transcript and the agent builds the SOP for them using their company's SOP template.

WHY NOW

The tools are moving fast. The question is which ones are actually worth your time.

New AI capabilities are dropping faster than most teams can evaluate them, let alone use them.

The goal isn't to keep up with every release. It's to know which ones matter, what they make possible, and how to put them to work without overhauling everything you've already built.

HOW IT WORKS

The Stakt Proccess
01

Intro Call

I want to hear about what you're working on, what's frustrating, and where AI could help. I'll get a feel for your needs and see if it's a good fit. At the end, I'll send you a proposal outlining my suggested solution(s) for your business.

02

Build

I build a custom Notion workspace based on the findings from our conversation. I set up dashboards, databases, automations and AI agents designed for the way you work.

03

Handoff + Training

You get a live recorded walkthrough of everything I've built. I also deliver a series of instructional Loom videos you can revisit anytime or use for future onboarding.

04

Ongoing Support

Your first month of support is included. After that, you can choose to stay on a lightweight monthly plan so that I can keep your system current as the tech evolves.

PRICING

The Stakt Setup

The Stakt Setup

Starting at $1000

Based on scope

✓ Custom Notion workspace built on a proven foundation

✓ Up to 10 custom AI agents / modes

✓ 1-hour live training session

✓ 45 minutes of custom Loom video guides

✓ First month of support included

Additional work beyond the agreed scope is handled on a case by case basis.

Ongoing support after your first included month is available as an optional monthly plan.

Hear From My Clients

Andy Crissinger
Head of Coaching at Reboot
Andy Crissinger
Grey is particularly skilled at leading regular syncs with a variety of stakeholders, helping keep the project aligned and moving the right direction. Grey's work has freed us up to do more of the work we love doing — supporting our coaching clients!
Gina Gualt
Special Projects Manager
Gina Gualt
If it were not for Grey's expertise and support we would've left Notion. Grey was by far the reason Instant is able to use Notion for our workflow, organization and more.
Daniel Gardner
Co-Founder at X31
Daniel Gardner
Went over and above to deliver an incredible custom setup for our business!
The Nine Labs Team
Design & Development Studio
The Nine Labs Team
Grey was a pleasure to work with. He instantly felt like part of our team. In a few short weeks, he was able to get our team up and running. It would have taken us months on our own.
David Charles
CEO at Mood
David Charles
Grey has slotted in seamlessly with our high performing team in order to redesign our Notion. He's a prime example of a missionary contractor who goes the extra mile. I've already referred him to multiple business friends.
Lopa Van Der Mersch
CEO at Rasa
Lopa Van Der Mersch
Grey has been not only instrumental, but completely foundational in our company becoming a Notion-operated business. He's constantly improving the system as our business grows. Not to mention he's a delight to work with. 10/10 would recommend.
Andy Crissinger
Head of Coaching at Reboot
Andy Crissinger
Grey is particularly skilled at leading regular syncs with a variety of stakeholders, helping keep the project aligned and moving the right direction. Grey's work has freed us up to do more of the work we love doing — supporting our coaching clients!
Gina Gualt
Special Projects Manager
Gina Gualt
If it were not for Grey's expertise and support we would've left Notion. Grey was by far the reason Instant is able to use Notion for our workflow, organization and more.
Daniel Gardner
Co-Founder at X31
Daniel Gardner
Went over and above to deliver an incredible custom setup for our business!
The Nine Labs Team
Design & Development Studio
The Nine Labs Team
Grey was a pleasure to work with. He instantly felt like part of our team. In a few short weeks, he was able to get our team up and running. It would have taken us months on our own.
David Charles
CEO at Mood
David Charles
Grey has slotted in seamlessly with our high performing team in order to redesign our Notion. He's a prime example of a missionary contractor who goes the extra mile. I've already referred him to multiple business friends.
Lopa Van Der Mersch
CEO at Rasa
Lopa Van Der Mersch
Grey has been not only instrumental, but completely foundational in our company becoming a Notion-operated business. He's constantly improving the system as our business grows. Not to mention he's a delight to work with. 10/10 would recommend.
Andy Crissinger
Head of Coaching at Reboot
Andy Crissinger
Grey is particularly skilled at leading regular syncs with a variety of stakeholders, helping keep the project aligned and moving the right direction. Grey's work has freed us up to do more of the work we love doing — supporting our coaching clients!
Gina Gualt
Special Projects Manager
Gina Gualt
If it were not for Grey's expertise and support we would've left Notion. Grey was by far the reason Instant is able to use Notion for our workflow, organization and more.
Daniel Gardner
Co-Founder at X31
Daniel Gardner
Went over and above to deliver an incredible custom setup for our business!
The Nine Labs Team
Design & Development Studio
The Nine Labs Team
Grey was a pleasure to work with. He instantly felt like part of our team. In a few short weeks, he was able to get our team up and running. It would have taken us months on our own.
David Charles
CEO at Mood
David Charles
Grey has slotted in seamlessly with our high performing team in order to redesign our Notion. He's a prime example of a missionary contractor who goes the extra mile. I've already referred him to multiple business friends.
Lopa Van Der Mersch
CEO at Rasa
Lopa Van Der Mersch
Grey has been not only instrumental, but completely foundational in our company becoming a Notion-operated business. He's constantly improving the system as our business grows. Not to mention he's a delight to work with. 10/10 would recommend.

ABOUT

Meet Grey
0+satisfied clients
0+years of experience
Notion EssentialsNotion Essentials
Notion AdvancedNotion Advanced

I've been building Notion systems for small businesses and startups for over five years. This has looked like project trackers, CRMs, client portals, knowledge bases, SOPs and much much more. I've helped over 100 teams across industries like coaching, food and bev, tech, real estate, creative services, deep well infrastructure (I know!), and more.

Grey has been building internal systems for startups since 2020 using no-code tools — and quickly realized how much simpler business could be when the right systems were in place. Over the last five years, Stakt has helped over a hundred teams get organized, automate the tedious stuff, and actually use the tools they're paying for.

More recently, my work has shifted toward AI - specifically, building custom agents and automations in and outside of Notion. Most businesses know AI can help but don't have the time to sort through what's useful and what's not. I handle that part.

I stay current on the tools and infrastructure side so my clients can stay focused on running their business. When something new is worth adopting, I build it into their systems.

Frequently Asked Questions

Still Have Questions?
Still have questions? Get in touch today!
Ask A Question
What is a Notion AI agent?

Think of it as a smart assistant that lives inside your Notion workspace. It knows your business context (your clients, your projects, your notes, and anything else you keep in Notion) and it uses this information combined with its agentic abilities to take actions in Notion on your behalf (like generating tasks, updating notes, organizing pages, etc.).

Do I need to already use Notion?

Nope. It's great to start fresh — Stakt will show you everything you need to know!

I'm not very technical. Is this still for me?

That's exactly who this is for! Stakt builds these systems making sure that you don't need technical expertise to successfully use them.

How long does this take?

Standard builds are done within a couple weeks after the intro call. More custom builds can take longer.

Do you work with other tools?

Stakt has used most no-code tools out there. The core of the offering is built in Notion, then extended using third-party integrations or tools like Claude Cowork to boost the abilities of the Notion native workspace.

Is my data safe?

Yes. Your workspace is yours. Notion AI doesn't train on your data, and any external tool connections are permissioned by you so that nothing gets accessed without your say-so. If you need an extra level of security, Notion Enterprise offers a high-level, compliance-focused environment featuring SOC 2 Type 2, ISO 27001, HIPAA, GDPR, and CCPA compliance.

Stay in the loop

I send occasional updates on what's actually changing in tech and AI and what it means for your business. Sign up to stay up to date!

Let's get you set up.

Reach out and we'll figure out what makes sense for you.

Reach Out →

Or reach out directly: grey@staktconsulting.com

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