Notion Mail is NOT what you think it is

Notion Mail is NOT what you think it is.
Here's the growth strategy no one is talking about.

Notion Mail launched in April 2025.
A clean email client with some impressive AI features.

But while everyone's focused on the product, they're missing the strategic growth implication of Mail.

🧠 The insight:
Project management software market is cooling:
• Asana: 59% → 67% → 45% → 19% YoY growth
• Monday: 91% → 68% → 41% → 33% YoY growth
• Interest in "Notion" plateauing since mid-2023

📊 The multi-door strategy:
→ Acquire best-in-class tools (Cron, Skiff)
→ Launch as free, standalone apps (Calendar, Mail)
→ Create multiple entry points for diff user segments
→ Build bridges for late majority adopters

(25% of SMBs still don't use project management tools)

💰 The business upside:
→ Direct revenue:
Premium AI email clients command $25-37/month

→ Higher ARPU (if Notion starts charging):
Following their Notion AI model ($8/mo add-on)
Even charging $5/mo for Mail + $5/mo for Calendar could 2X revenue per-user

→ Increased switching costs:
Each new tool makes Notion's ecosystem stickier

→ Trojan horse:
Get into companies already using competitors

This approach is particularly clever because email is:
→ A daily habit with high engagement
→ Familiar even to change-resistant users
→ Zero switching cost (works with existing addresses)
→ Mission-critical but contained risk

What's next for Notion?
Video conferencing...
AI Notetaking assistant...
Loom-esque screen recording...

What do you think?

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👤 Created by Kevin DePopas, Chief Growth Officer @ Demand Curve
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