SOPs, playbooks & checklists
Turn messy instructions into clear notes any team member can follow. Opening, closing, onboarding, refunds, you name it — all in one hub.
So “how do I do this again?” stops being a daily question.
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Business notes, playbooks & processes
All your business notes in one place, not in ten apps.
Client details, SOPs, “how we do this”, staff checklists, vendor info — MyBusinessNotes.org gives your team one clear home for how the business actually runs, instead of scattered files and “I’ll DM it to you.”
Beta access coming soon
We’re polishing the first version. Check back soon to join the early beta and move your notes in.
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Organize SOPs, checklists & playbooks
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Share the “how-to” with your whole team
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Search by client, task, or tag — instantly
Why MyBusinessNotes
Because “it’s somewhere in a Google Doc” is not a system.
This isn’t another fancy dashboard. It’s one focused place where your business keeps the things you don’t want to keep in your head: the steps, the details, the “what we agreed on”.
Everyone on the same page
Share notes with your whole team or just managers. Update once, and everyone sees the new way of doing things — not the outdated version from last year.
One source of truth beats five half-updated binders.
Search that actually finds things
Search by client name, task, tag or keyword and jump straight into the note you need — instead of digging through random folders and email threads.
Less time hunting, more time doing.
Client notes that don’t disappear
Keep client preferences, history, and “don’t forget this next time” details in a dedicated place your team can actually find before the next call.
Remembering the small stuff makes you look very put together.
Get your brain out of your head
Capture the way you like things done before you forget, then hand it to staff. When you’re not there, the business still knows what “good” looks like.
Helpful for vacations, sick days, and surprise life chaos.
History you can look back on
See when a note changed and why. When something goes wrong, you can see which version people followed — and fix it for next time.
Learn from mistakes instead of repeating them on a loop.
How it works
From “it’s all in my head” to “it’s all in here”.
MyBusinessNotes gives your team a single, predictable place to look for “how do we handle this?” — whether it’s a new hire, a customer issue, or daily tasks.
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Create a workspace for your business
Name your workspace, then create notebooks like Clients, Operations, HR, or Marketing. This becomes your master “business brain” everyone can reach.
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Move your scattered notes into one home
Paste from docs, emails, voice notes — wherever you’ve been hiding your knowledge. Add simple tags like #training, #client-x, or #checklist.
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Train your team to “check MyBusinessNotes first”
Link from your staff handbook, onboarding docs, even posters in the back room. Over time, “Where is that?” turns into “It’s in MyBusinessNotes”.
The more questions you answer with a link, the less you have to repeat yourself.
Who it’s for
If your answer is “I’ll explain it again later”, this is for you.
MyBusinessNotes is built for the people holding everything together — usually with too many tabs open and too many people asking “how do I do this again?”.
Small business owners
The person everyone asks
- Stop re-explaining the same tasks every time you hire someone.
- Turn your way of doing things into checklists the team can follow.
- Make the business less dependent on you being on-site 24/7.
Managers & team leads
The middle of the chaos
- Keep shift notes, staff guides, and “what to do if…” in one place.
- Hand your team a clear playbook instead of random instructions.
- Give new hires something better than “just shadow someone”.
Service businesses & agencies
The client jugglers
- Track client preferences, deadlines, and must-remember details.
- Share context so a different team member can jump in smoothly.
- Look organized instead of scrambling before every meeting.
Pricing
Start simple, grow as you go.
During beta, we’re focused on building the right tool for real businesses. Pricing will stay small-business friendly and boringly straightforward.
Early access · Coming soon
Free while in beta.
Set up your notebooks, move your notes over, and get your team using it. Once we launch paid plans, you’ll get plenty of notice and an easy export if it’s not for you.
Expected launch pricing
$9
/ user / month
Coming Soon Join the Beta
No contracts. No upsells. Just one place for your notes.
FAQ
Things business owners usually ask first.
Is this a full project management tool?
No. MyBusinessNotes is focused on notes, SOPs, checklists, and “how we do things here”. You can link out to your project or booking tools, but this is where the instructions live.
Can I keep some notes just for owners or managers?
Yes. You’ll be able to control who sees which notebooks and notes, so staff see what they need to do their job — and you keep the rest where it belongs.
What happens to my notes when the beta ends?
Your notes stay yours. If you decide not to continue, you’ll be able to export everything in a clean, readable format before any billing kicks in.
Does this work if my team is part-time or remote?
That’s exactly where it shines. Instead of you being the go-to person on every shift or call, people can check MyBusinessNotes first — no matter where they’re working.