Planning is everything in business. Whether you’re a startup founder trying to get investors onboard or a small business owner aiming for growth, having the right tools to plan is a game changer. In this article, we dive deep into how modern businesses are using tools like Notion, LivePlan, ClickUp, and more. Each stat below gives insight into how these tools are shaping real businesses — and we’ll walk you through how to make them work for yours.
1. 65% of startups that use business planning tools like LivePlan report faster fundraising success
If you’re a startup trying to raise funds, speed matters. Investors often make quick decisions, and having a clear, well-structured business plan can make or break your pitch. LivePlan stands out because it helps you create investor-ready documents without needing to be a financial expert.
It turns numbers into clear, professional charts and forecasts, which is what investors love to see.
Startups that use LivePlan can show how much money they need, where it will go, and how they’ll earn it back. That’s what gives them an edge in fundraising. If you’re bootstrapped or in early stages, spending a few hours on a LivePlan model can make you look 10 times more prepared.
Actionable tip: If you’re about to pitch, don’t walk in with a basic spreadsheet.
Use LivePlan to map out a 3-year financial forecast. Highlight how your revenue will grow and how you’ll manage your costs. Then, rehearse explaining it in simple terms. Investors fund clarity and confidence.
2. Notion has over 30 million users globally, with a significant portion using it for business planning
Notion isn’t just for notes anymore. It’s evolved into a powerful all-in-one planning hub. What’s surprising is how many teams are ditching traditional Word and Excel documents and moving to Notion for business planning.
With its flexibility, you can create business roadmaps, goal trackers, strategy boards, and even store meeting notes — all in one place.
This matters because scattered planning leads to confusion. Having everything in one place means everyone knows where the business is heading.
The 30 million figure reflects a growing shift. More teams are building company wikis and operations manuals right inside Notion. For business planning, that means you can link your mission, marketing plans, and KPIs in one structured but flexible workspace.
Actionable tip: Start small. Create a Notion page for your quarterly business goals. Under each goal, break it down into weekly tasks. Invite your team and ask them to comment on each part. Soon, you’ll find Notion becoming your digital HQ.
3. Businesses using ClickUp report a 20% increase in overall productivity
ClickUp has become a favorite for teams that want to combine planning with execution. Unlike tools that only help you plan, ClickUp actually helps you do. That’s a big reason why teams using it report being 20% more productive.
ClickUp makes it easy to connect your business plan to your daily tasks. You can assign tasks, set deadlines, track progress, and even automate updates.
That reduces time wasted in status meetings or digging through email threads. When a business plan is actionable and tracked daily, it works.
One reason for this productivity boost is visibility. Everyone can see what’s being worked on and what’s falling behind. That creates accountability without needing to micromanage.
Actionable tip: Create a space in ClickUp called “Business Planning”. Break it into sections like Strategy, Operations, and Sales. Add goals under each one, and then link them to weekly or monthly tasks. Use the built-in dashboards to track progress.
Make reviewing the dashboard part of your weekly team meeting.
4. 80% of small businesses that use structured planning software survive past the 5-year mark
This stat should catch your attention. Most businesses fail in their first few years. But using structured business planning software significantly increases your odds of survival.
Why? Because software brings structure. Tools like LivePlan or ClickUp help you build out realistic forecasts, check your assumptions, and revisit your strategy regularly. You’re not guessing — you’re planning, testing, and adjusting.
Survival isn’t just about having a good idea. It’s about tracking your performance, adjusting to feedback, and staying focused. Structured planning tools keep your eyes on the road, even when things get messy.
Actionable tip: Once a month, spend one hour reviewing your business plan inside your software of choice. Ask yourself: Did we hit our targets? If not, why? Update your projections. Make it a habit. This review process will keep you grounded and alert to risks early.
5. 70% of LivePlan users say it improved their understanding of financial forecasting
Financial forecasting can be scary. For many founders, it feels like guessing. But tools like LivePlan make forecasting visual and interactive, so it’s easier to understand and update over time.
This stat is powerful because it shows that even non-financial founders can become comfortable with numbers. LivePlan walks you through step by step: how much you’ll earn, what you’ll spend, how your cash flow looks. Over time, this builds confidence in your financial story.
Understanding forecasting also helps in decision-making. You’ll know when to hire, when to cut costs, and how much runway you have. That reduces the stress that comes from running your business blind.
Actionable tip: Use LivePlan to build out three financial scenarios — best case, expected, and worst case. This will help you prepare mentally and strategically for ups and downs. Keep your numbers realistic, and revisit the forecast monthly to adjust based on what’s actually happening in your business.
6. ClickUp is used by over 800,000 teams worldwide for business planning and task management
When 800,000 teams choose a single tool, there’s a reason. ClickUp has positioned itself as a go-to platform for merging business planning with everyday execution. It’s not just a task manager — it’s a full business operating system.
The reason this is important for your business? Planning doesn’t work if it stays in a document. It needs to live in your team’s workflow. ClickUp allows you to build your goals, break them into actionable items, assign ownership, and track progress — all without needing to bounce between apps.
That means fewer meetings, less micromanaging, and more accountability. Whether you’re a small agency or a scaling startup, ClickUp can handle the complexity without making things feel overwhelming.
Actionable tip: Start by setting up a “Company Goals” folder in ClickUp. Create a list for each department — marketing, sales, operations, etc. Inside each list, add the key projects for the quarter. Assign owners, set deadlines, and link related tasks. As your team starts using it daily, you’ll naturally tie your planning to real execution.
7. Companies using Notion for planning see a 35% reduction in email communications
Let’s be honest — email is not the best place for planning. It’s easy to lose track of ideas, decisions, and next steps when everything’s buried in threads. That’s why teams using Notion often see fewer emails, and more clarity.
By centralizing your business planning inside Notion, everyone has access to the same page — literally. No more asking, “Where’s the strategy doc?” or “What’s the latest version of our pitch?” It’s all in one place, searchable, and editable.
The result? Fewer back-and-forths. More alignment. And less time wasted trying to find information that should’ve been easy to access.
Actionable tip: Create a “Business Strategy Hub” in Notion. Use it as your source of truth for goals, plans, and decisions. Under each section, add a comment box so team members can ask questions or suggest edits right there — instead of sending emails. Over time, your inbox will thank you.
8. 60% of business owners who use planning tools review and update their plans quarterly
Business plans shouldn’t gather dust. The most successful business owners treat their plans as living documents. They don’t write them once and forget about them — they revisit them at least once a quarter.
Quarterly planning helps you stay on track, catch issues early, and adjust to market changes. If a competitor launches a new feature or your sales dip unexpectedly, your plan should reflect that. Tools like LivePlan and ClickUp make it easy to tweak your targets, update your forecasts, and communicate changes with your team.
This stat is proof that serious business owners treat planning as an ongoing process, not a one-time event.
Actionable tip: Set a recurring 90-minute “Planning Review” session every quarter. In it, open your planning tool, review your goals, update your numbers, and decide on new priorities. Invite key team members so everyone is aligned. If you do this regularly, you’ll be more focused and more agile than most of your competitors.
9. Startups using business planning software are 2x more likely to receive funding
This is a stat you can’t ignore if you’re raising capital. Investors aren’t just looking for passion — they’re looking for preparedness. When a startup shows up with a detailed plan, clear financials, and a thoughtful go-to-market strategy, it builds confidence.
Planning tools make this easier. Instead of spending days formatting a pitch deck or building a messy Excel model, you can use software to generate clean, professional materials in less time. Tools like LivePlan even provide templates and investor-ready outputs, which give you a leg up.
The result? You stand out. You show that you’ve done your homework. And you make it easier for investors to say yes.
Actionable tip: Before meeting an investor, create a business plan in LivePlan and export a one-page summary. Practice pitching it as if you’re telling a story — the problem, the solution, the business model, and the numbers. Having both a big-picture view and a detailed backup will make you appear credible and prepared.
10. 78% of users report that Notion helps centralize business documentation and planning
Disorganized businesses waste time. If your team stores files in Drive, takes notes in Word, and builds plans in Excel, things will slip through the cracks. Notion solves this by letting you bring everything together.
That’s why nearly 80% of users say it’s their central hub for planning. You can create structured databases, embed calendars, store meeting notes, track goals — all in one space. This centralization cuts confusion and helps teams stay focused.
Instead of having multiple versions of the same document floating around, you have a single place everyone trusts. That’s what planning needs: clarity, visibility, and accessibility.
Actionable tip: Build a “Business HQ” in Notion. Inside it, create pages for Strategy, Operations, Marketing, and Finance. Use simple templates to track key goals and link them to relevant documents or dashboards. Make this your team’s go-to space for everything related to the business plan.
11. Teams using ClickUp report 52% faster project delivery times
Speed matters in business. Whether you’re launching a new product or rolling out a marketing campaign, delays can cost money, momentum, and customer trust. That’s why this stat is so important — teams using ClickUp deliver their projects over 50% faster.
This isn’t magic. It’s structure. ClickUp lets teams break big projects into smaller, trackable pieces. Instead of guessing who’s doing what or chasing down updates, everyone sees the plan and the progress in real time. The system takes care of the reminders, deadlines, and notifications so the team can focus on execution.
Faster delivery also means faster feedback. The quicker you ship something, the faster you learn what works and what doesn’t. That creates a loop of continuous improvement, which is one of the biggest advantages a modern business can have.
Actionable tip: When starting a project in ClickUp, use templates. Set clear due dates, assign responsibilities, and create dependencies so tasks flow automatically. Use the Gantt view to spot bottlenecks early. Do a post-project review in ClickUp to see what slowed you down — and improve the next time.
12. LivePlan users experience 30% greater clarity in financial decision-making
Money is one of the most stressful parts of running a business. What should you invest in? Can you afford to hire? Are your margins healthy? These questions are tough when you’re guessing. But with LivePlan, users report a 30% increase in clarity — and that changes everything.
Clarity helps you sleep better. It helps you make bold decisions with confidence. LivePlan gives you this by organizing your financial data in a way that makes sense. You can run scenarios, compare forecasts to actual results, and see where you’re winning or bleeding money.
It’s like turning on the headlights while driving at night — you still need to steer, but at least you can see the road.
Actionable tip: Log into LivePlan once a week and check your “Forecast vs Actuals” dashboard. If you’re spending more than expected or earning less, dig into why. Set alerts for key metrics like runway, gross margin, and net profit. Even just 10 minutes a week looking at this can help you avoid costly surprises.
13. Businesses using digital planning tools grow 30% faster than those that don’t
Growth doesn’t happen by accident. Businesses that grow faster have something in common — they plan smarter. This stat confirms it. Digital planning tools help you see where to focus, when to pivot, and how to scale without chaos.
Instead of operating on gut instinct, you’re operating on data. You’re tracking goals, aligning your team, and adjusting your strategy based on real numbers. Tools like Notion, LivePlan, and ClickUp allow this to happen in a structured way.
Faster growth isn’t just about more sales. It’s also about avoiding costly mistakes, hiring at the right time, and building repeatable systems. Planning tools give you that foundation.
Actionable tip: Set up a quarterly planning cycle using a tool like Notion or ClickUp. Outline your key goals for the quarter, break them into measurable steps, and track weekly progress. Review results at the end of the quarter, and carry forward what works. This rhythm will help your business grow faster and more predictably.
14. Notion’s business adoption grew by 250% year-over-year in 2023
This kind of growth doesn’t happen unless a tool is solving real problems. More and more businesses are turning to Notion because it gives them flexibility without the chaos. Whether you’re a 3-person startup or a 300-person company, you can build exactly what you need — no coding, no complicated setup.
That 250% jump in adoption means Notion is becoming a standard in business planning and documentation. Companies are using it to manage everything from OKRs to hiring pipelines to client onboarding processes. And since it integrates with tools like Slack, Google Calendar, and Zapier, it fits into most tech stacks easily.
If your team is struggling with disconnected tools, clunky folders, or too many docs, Notion could be a simple fix.
Actionable tip: Try recreating your current planning process inside Notion. Replace scattered Word documents with a single dashboard. Use toggles, tables, and templates to keep it clean and easy to update. Add teammates and assign ownership for each section so everyone stays engaged.
15. 82% of users find LivePlan helpful in aligning team goals with financial targets
Business alignment is tough — especially when different departments speak different languages. Sales cares about leads, marketing cares about traffic, and finance cares about profit. LivePlan helps bridge that gap.
With LivePlan, you’re not just creating a business plan — you’re creating a roadmap that connects goals to numbers. Everyone can see how their work feeds into revenue, margins, or customer growth. That kind of alignment leads to smarter decisions and better performance across the board.
It also keeps the team focused. When people understand the financial impact of their actions, they prioritize better. You spend less time debating, and more time executing.
Actionable tip: Use LivePlan during your team goal-setting sessions. Show how each goal ties to a financial metric — like increasing customer retention to boost revenue, or improving efficiency to lower costs. When goals are tied to the bigger picture, your team will work smarter, not just harder.
16. ClickUp users reduce time spent in meetings by an average of 27%
Meetings can eat up your day if you’re not careful. A lot of time gets wasted repeating updates, clarifying tasks, or just trying to figure out who’s doing what. ClickUp helps reduce that wasted time — by almost 30% — because it replaces the need for constant check-ins.
When everything’s laid out clearly in ClickUp — tasks, owners, deadlines, progress — your team doesn’t need to meet as often just to “get on the same page.” Everyone already knows what’s happening, and where things stand.
This frees up hours every week. That’s time you can use to actually work on your business instead of talking about working on it. It also gives your team more focus and fewer interruptions — which is a big win for productivity.
Actionable tip: Before scheduling a meeting, ask yourself if a shared ClickUp update would do the trick. Use ClickUp’s comments, checklists, and status tags to replace what you’d usually cover in a status meeting. For recurring meetings, create a ClickUp agenda list and have everyone update their section in advance.
You’ll be surprised how quickly meetings get shorter — or disappear entirely.
17. 45% of SMBs rely on Notion for their full business planning and documentation suite
For small and mid-sized businesses, simplicity is key. That’s why nearly half of them now use Notion as their complete solution for planning and documentation. Instead of juggling multiple tools, they’re consolidating everything into one central hub.
Notion is flexible enough to work for almost any use case — whether it’s creating SOPs, outlining growth plans, tracking KPIs, or storing legal docs. The best part is, it’s easy to use and doesn’t require tech support to manage. Once set up, your whole team can contribute and stay aligned.
This approach saves time, reduces friction, and makes it easier to train new hires or onboard clients. When everything is in one place, everyone moves faster.
Actionable tip: Build out a simple workspace in Notion using four key pages: Business Plan, Marketing Strategy, Operations Manual, and Team Directory. Add links, checklists, and embeds to keep things organized.
Share it with your team and give editing permissions so everyone feels ownership. This simple system can replace five or six other tools.
18. LivePlan has helped over 1 million businesses create formal business plans
That’s a big number — and it speaks to how essential formal planning still is, even in a fast-moving world. Over 1 million businesses have used LivePlan to build clear, professional business plans, and the reason is simple: it works.
LivePlan takes the guesswork out of business planning. Instead of trying to piece things together from scratch, you follow a proven structure. The software prompts you with the right questions, helps you calculate your financials, and formats everything in a way that banks, investors, and partners expect.
Even if you’re not raising money, a formal plan helps with internal clarity. It gives you a North Star and helps you stay accountable.
Actionable tip: Block off two half-days this month to complete a business plan in LivePlan. Use their templates to speed things up. Focus on clarity — what’s your market, your solution, your growth strategy, and your financial path?
Don’t worry about perfection. Just get a version 1 out. You can refine it later, and you’ll already be ahead of most businesses.
19. ClickUp adoption leads to a 32% improvement in interdepartmental communication
One of the biggest issues in growing companies is communication between departments. Sales doesn’t know what marketing is doing. Ops doesn’t understand what product is building. It leads to confusion, delays, and friction.
ClickUp helps solve this by making work transparent. Everyone can see what other teams are working on, what the timelines are, and how their own tasks fit into the bigger picture. That kind of visibility removes silos and encourages collaboration.
When departments communicate better, work flows smoother. You don’t have to chase updates or wait days for clarification. Everything is already there — in the system, tagged, and ready to go.
Actionable tip: Create cross-functional dashboards in ClickUp. For example, a product launch dashboard that includes inputs from marketing, sales, product, and support. Invite members from each department to the dashboard and assign clear roles.
Use tags and priorities to highlight key items that need input from others. You’ll see communication improve almost immediately.
20. 66% of businesses using business planning tools use more than one (e.g., Notion + ClickUp)
No one tool does it all perfectly — and that’s okay. In fact, two-thirds of businesses combine tools to create a system that works for them. For example, they might use Notion to outline strategies and goals, ClickUp to manage execution, and LivePlan to track financials.
Using multiple tools lets you play to each one’s strengths. The key is integration and simplicity. If the tools talk to each other — or are used clearly and consistently — it creates a powerful ecosystem that keeps everything running smoothly.
The mistake most businesses make isn’t using too many tools — it’s using them without a system. When each tool has a defined role and purpose, your planning process becomes seamless and powerful.
Actionable tip: Define the role of each tool in your business. Use Notion for high-level thinking and documentation. Use ClickUp for breaking down work and execution. Use LivePlan for numbers and forecasts.
Create a simple page in Notion or a board in ClickUp to show how these tools connect. This alignment will prevent duplication, confusion, and tool fatigue.
21. 74% of entrepreneurs say planning tools make them feel more confident in decision-making
Confidence is often the missing ingredient in early-stage business decisions. You might have the data, the team, and the product, but still feel unsure. That’s why this stat stands out — nearly three-quarters of entrepreneurs feel more confident when they’re using business planning tools.
Why? Because planning tools give you clarity. When your goals are mapped out, your cash flow is visible, and your tasks are tracked, you’re not operating in the dark. You can make informed decisions, not emotional ones.
Whether it’s hiring, launching, or cutting a service, confidence comes from having the right information at the right time.
More confidence leads to faster execution, better leadership, and less second-guessing. Your team can feel it too. When the leader is clear and grounded, everyone else follows suit.
Actionable tip: Use your planning tool to track the top 3 metrics that affect your business the most — revenue, churn, and customer acquisition cost, for example. Update them weekly. As you build the habit of seeing your numbers and planning around them, decision-making will feel far less risky.
22. Notion users save an average of 5 hours per week on document management
Imagine getting five hours of your week back — every week. That’s what Notion users report. And it’s because Notion reduces the time spent hunting down files, switching between platforms, or rewriting content that already exists somewhere.
In many businesses, document chaos is a real thing. Notes are in Word, checklists in Google Docs, goals in Trello, and client info in Excel. Notion fixes this by pulling it all together. Instead of working harder to stay organized, you just work in one space and everything is already there.
Those extra hours can go toward strategy, customer support, or just taking a breather. Less admin, more progress.
Actionable tip: Build a central “Documents Hub” in Notion. Add pages for policies, procedures, project templates, and meeting notes. Use the search function and database filters to find anything instantly. After two weeks of consistent use, track how often you’re clicking between tools — and watch that number go down.
23. ClickUp reports 90% of teams feel more aligned after integrating planning workflows
Alignment doesn’t mean everyone agrees — it means everyone knows what the goal is and how their work supports it. When ClickUp asked its users, 9 out of 10 said their teams were more aligned after integrating planning into their workflows.
This is a big deal. Most teams struggle not because they’re lazy, but because they’re pulling in different directions. With ClickUp, the roadmap is visual. People know what’s due, who owns what, and how it links back to the bigger picture.
Planning stops being an abstract idea and becomes part of the daily work. That’s how alignment becomes real — not through speeches or long docs, but through consistent visibility and structure.
Actionable tip: In ClickUp, set company-level goals and link them directly to tasks and sprints. Use the “Goals” feature to track real-time progress.
Every week, open that dashboard in your team meeting. It creates focus, reminds everyone what matters, and keeps the team moving together.
24. Businesses using LivePlan are 1.5x more likely to get approved for business loans
Banks want to see that you know your numbers. When you walk into a loan meeting with a clear business plan, solid forecasts, and a clear repayment plan — your odds go way up. LivePlan users are 1.5 times more likely to get approved, and that’s no coincidence.
The software helps you lay out your case professionally. You’re not scrambling to put together projections — you already have them. That shows lenders you’re serious, organized, and lower risk.
Even if you’re not applying right now, having a solid plan means you’re ready when the opportunity arises. Whether it’s a small loan or a major investment, the groundwork is already in place.
Actionable tip: Create a bank-ready version of your business plan in LivePlan. Focus on cash flow, repayment strategy, and revenue forecasts. Add a “Use of Funds” section that clearly shows how the loan will grow the business. Keep it updated quarterly, so you’re always prepared to act when financing is needed.
25. 40% of mid-sized companies have adopted Notion as their primary planning tool
It’s not just startups using Notion — mid-sized companies are getting on board too. Forty percent of them now use it as their main tool for planning. That’s because as companies grow, they need systems that are flexible, collaborative, and fast to adapt.
Notion fits that perfectly. You can build custom dashboards, create living documents, and connect cross-functional teams without needing complex software or IT departments. Whether it’s tracking OKRs, managing hiring plans, or rolling out training processes — Notion handles it with ease.
And because everything is in one place, it’s easy to onboard new team members and keep everyone aligned as the company scales.
Actionable tip: Use Notion to build a company-wide planning space. Include pages for quarterly goals, team updates, hiring pipelines, and training checklists. Update it every week, and encourage team leads to use it during 1:1s and check-ins.
The more it becomes part of your rhythm, the more powerful it gets.
26. ClickUp saw a 200% increase in usage by business consultants in the past two years
When consultants flock to a tool, you know it’s working. A 200% increase in ClickUp adoption by business consultants shows that it’s not just great for internal teams — it’s also become a trusted platform for advisors, coaches, and consultants who manage multiple clients and projects.
Consultants need a tool that’s flexible, scalable, and makes them look organized and professional. ClickUp ticks all those boxes. You can build custom spaces for each client, create reusable templates, track deliverables, and show progress in real-time.
It eliminates the back-and-forth that slows down client work.
Plus, when you bring clients into your workspace, it builds trust. They see that you’ve got a system, a timeline, and a plan — and that makes them more likely to keep working with you long-term.
Actionable tip: If you’re a consultant, create a “Client Workspace Template” in ClickUp. Include sections for onboarding, deliverables, strategy notes, and feedback. Share access with your clients and use it as the central hub for your work together. This not only impresses but also streamlines your operations.
27. Notion’s enterprise usage rose by 300% from 2022 to 2024
This stat shows how Notion has leveled up. Once thought of as a startup tool, it’s now deeply embedded in large enterprises too — with a 300% growth in enterprise usage over two years. That’s massive.
Larger organizations need a planning system that adapts to complex structures — different departments, hierarchies, compliance, and security needs. Notion has evolved to meet those demands, offering teamspaces, access control, analytics, and seamless integration into existing workflows.
For any business looking to grow into a more structured operation without losing flexibility, Notion now stands shoulder to shoulder with legacy systems — but it’s far more adaptable.
Actionable tip: As your company scales, create separate Notion spaces for each department. Use templates to standardize planning across the org, but give each team the flexibility to manage their own operations.
Include a “Leadership Hub” that pulls together high-level strategy and cross-departmental projects for execs to track in real time.
28. 85% of LivePlan users report improved clarity when pitching to investors
Pitching is tough — especially if you’re not a natural at presenting financials. That’s where LivePlan comes in. It doesn’t just help you build a plan — it helps you present it in a way that makes sense.
This is why 85% of users say it’s helped them pitch better. LivePlan’s charts, graphs, and projections are clean, clear, and easy to understand. That matters, because investors don’t want to spend 20 minutes trying to interpret your Excel sheet.
They want the big picture fast — and then the details to back it up.
When your pitch has both the story and the numbers in sync, it feels solid. And that’s what gives you the edge.
Actionable tip: Use LivePlan to build a visual financial model that mirrors your pitch deck. Include revenue projections, gross margin targets, and a clear break-even point. Practice presenting it out loud, keeping it conversational but tight.
Share your plan with mentors and refine based on feedback. Your confidence will grow alongside your clarity.
29. Companies using multiple planning tools (Notion + LivePlan, etc.) have 40% better strategic alignment
Planning isn’t one-dimensional. That’s why using a mix of tools can actually increase alignment — if done right.
Companies that use combinations like Notion for documentation, LivePlan for financials, and ClickUp for execution report 40% better strategic alignment.
It makes sense. Each tool has a purpose. When your financials are in sync with your project execution, and your team has a shared strategy hub — everything flows. You get fewer missed deadlines, fewer strategic missteps, and more consistent progress toward your goals.
The key is integration and clarity. Everyone needs to know what tool to use for what, and how they connect to the bigger plan.
Actionable tip: Build a visual map of your planning stack. For example: “Notion = Strategy & Docs, ClickUp = Tasks & Projects, LivePlan = Financials.” Share this map with your team. Use simple linking and embeds (many tools support this) so you can jump between them without friction.
Hold monthly alignment sessions to keep everything connected.
30. 50% of ClickUp users integrate it directly with Notion for enhanced planning workflows
Half of ClickUp users are now linking it with Notion. That’s because while ClickUp is great for managing tasks and workflows, Notion is better for strategic thinking, content, and documentation. Together, they cover both sides of the business brain — execution and planning.
This kind of integration brings structure and creativity into one ecosystem.
You can write out your vision and roadmap in Notion, then break it down into bite-sized, assignable tasks in ClickUp. The result is a seamless loop — dream it, build it, track it.
For startups, agencies, and growing businesses, this combo creates an agile yet grounded system that can scale with your team.
Actionable tip: Use Notion to write out your quarterly goals and initiatives. Then, use ClickUp to turn each initiative into a project with tasks, owners, and deadlines. Add a “Planning Database” in Notion that links to ClickUp dashboards.
This keeps your strategy and execution side by side — and your whole team moving as one.
Conclusion
Business planning doesn’t have to be complex. It just has to be consistent. Whether you’re a solo founder or running a 100-person company, tools like Notion, ClickUp, and LivePlan can change how you work — and more importantly, how you grow.
