Agency OS | Notion Business Management Template

AGENCY OS: The Ultimate All-in-One Agency Management System

Transform your agency's operations with a powerful, fully customizable dashboard that scales with your business. Get started in minutes, not days.

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Your Complete Agency Command Center

Why Agencies Choose AGENCY OS

• Instant Setup: Get running in minutes with our comprehensive quick-start guide
• Complete Solution: 15 powerful dashboard pages covering every aspect of your agency
• Scalable Design: Grows seamlessly with your agency from 1 to 100+ team members
• Zero Learning Curve: Intuitive interface built on Notion's familiar platform
• Lifetime Support: Access to 25+ FAQ/Wiki pages and ongoing technical assistance
• Cost-Effective: Works perfectly with Notion's free plan - no hidden costs

Built for Modern Agencies

Whether you're managing a small creative team or running a full-service digital agency, AGENCY OS adapts to your needs. Our system helps you:

• Eliminate workflow bottlenecks
• Boost team productivity
• Improve client satisfaction
• Scale operations efficiently
• Track key performance metrics
• Streamline communication

What's Included?

Transform How You Manage Clients & Teams

📁 Customizable Client Portal System

Transform client relationships with organized, accessible information:

• Store and track essential KPIs and performance metrics
• Manage active tasks and project goals
• Conduct and document performance reviews
• Centralize client call notes, files, links, and resources
• Track stakeholders and key relationships
• Enable selective viewing and collaboration permissions

👥 Complete Team Management

Employee & Contractor Management:

• Organize team member information and contacts
• Set and monitor individual goals
• Facilitate feedback and development
• Manage team communications

Training & Development

• Create custom training modules
• Track team member progress
• Monitor skill development
• Support continuous improvement

Recruitment Pipeline

• Track open positions
• Manage candidate applications
• Coordinate interview schedules
• Streamline the hiring process

Master Your Agency Operations

✅ Powerful Project Management

Transform how you deliver client work:

• Organize and prioritize tasks with visual workflows
• Set clear deadlines and milestones
• Delegate work with one-click assignment
• Track project progress in real-time
• Manage multiple client projects simultaneously

⏳ Smart Time Tracking

Capture every billable moment effortlessly:

• Track time directly from your dashboard
• Use quick-action buttons for instant logging
• Monitor time allocation per client or project
• Track team productivity on mobile
• Generate accurate client invoices

🏦 Finance Hub

Keep your agency's finances crystal clear:

• Monitor income, expenses, and profit
• Create client invoices
• Manage recurring payments and flat fees
• Visualize financial growth trends
• Track revenue by client

🎯 Strategic Goal Planning

Drive your agency's growth:

• Set ambitious business targets
• Track Objectives and Key Results (OKRs)
• Monitor progress toward deadlines
• Break down goals into actionable tasks

📆 Seamless Calendar Integration

Never miss a beat:

• Sync with Google Calendar
• Manage client meetings efficiently
• Schedule team events
• Track important deadlines
• Coordinate across time zones

Scale Your Agency Growth

📢 Complete Marketing Command Center

Drive your agency's growth with powerful marketing tools:

• Plan and execute targeted campaigns
• Organize social media content calendars
• Create compelling lead magnets
• Track growth strategies and outcomes
• Measure marketing performance
  

🧲 Intelligent Lead Management

Convert more prospects into clients:

• Track your entire lead pipeline
• Document prospect pain points
• Record brand requirements
• Capture value propositions
• Personalize communication strategies
• Monitor conversion rates

Built for Seamless Operations

🗄️ Central Knowledge Hub

Keep your agency's wisdom accessible:

• Document proven best practices
• Store essential forms and templates
• Maintain up-to-date SOPs
• Archive client and employee FAQs
• Access critical information instantly

📒 Instant Implementation

Get up and running immediately:

• Access 25+ pages of detailed WIKI resources
• Follow step-by-step setup instructions
• Learn workflow optimization tips
• Master integration capabilities
• Perfect for both Notion experts and beginners

✏️ Your Agency, Your Design

Customize everything to match your brand:

• Modify client and employee page layouts
• Adjust information fields and categories
• Update template banners and colors
• Add company and client logos

Also Included...

🌟 Continuous Improvement

As Notion releases new features, you'll receive updates, ensuring your template has the best tools available. We have an embedded survey where customers submit suggestions and feedback so we can continuously make improvements. Check on the right to see what was included in the last update.

🌟 Support

For any questions, you can contact me via email. Or you can use the embedded survey to submit feedback or suggestions on new features.

Add Your Brand Style, Logo & Colors

How Does It Work?

1. Add The Template To Notion
   • Follow the link to the Notion template (If you don't have a Notion account, sign up for one for free). Duplicate it to your workspace.
   • Explore the sections. There's a video tutorial attached, as well as a setup guide and written instructions and tips for each of the sections. You can use the extensive WIKI section if you need help or want to find ways to further enhance the template.
2. Add Or Import Your Clients Over
   • If you use Excel or Gsheet sheets you can easily copy and paste your existing clients and employees over using the instructions.
3. Edit The Template
   • Make changes to the color, design, and layout of any of the pages or sections easily. Add your brand logo, colors and banners.
4. Integrate With Other Apps
   • Integrate different Notion widgets and compatible applications such as Google Calendar so you can get even more value out of the template. No subscription payments, so you can continue building your business and client portfolio at no extra cost.

Why Choose Notion?

• 🆓 No Subscription Fee: Get lifetime access to all features for free, including all future updates.
• 💻 Cross-Device Syncing: Work effortlessly across your laptop, tablet, and phone with seamless synchronization.
• 🎨 Fully Customizable: Design personalized dashboards that perfectly fit your clients, business, and brand.
• 📦 All-in-One Platform: Keep everything organized and managed in a single place.
• 🤝 Real-Time Collaboration: Invite clients or team members to collaborate on projects, share notes, and exchange ideas instantly.
• 📈 Effortlessly Scalable: Grow your business without limits—add unlimited clients, projects, and pages as needed.
• 📚 Centralized Knowledge Base: Store crucial business info, SOPs, and FAQs in one easily accessible hub, so nothing gets lost.

Frequently Asked Questions

1. What Is Notion?
   Notion is a free user-friendly productivity software that combines note-taking, task/project management, and collaboration tools into one platform. This product offers a carefully designed template you can use immediately for yourself.
2. How will I receive the product?
   After you purchase, you will have access to a link that sends you to the template. You can then duplicate it into your workspace to start using it for yourself.
3. Do I need to be on a paid Notion plan to use this?
   No, you can use every aspect of this template with a free Notion account.
4. Is the template worth the price?
   AGENCY OS isn't just a Notion template, it's a replacement for expensive monthly subscription software. It gives you all the benefits of having a Notion system for your agency without needing to spend time learning how to create a dashboard good enough to properly manage your business.
5. Can I make changes to this template?
   You can make any change to the template design or layout easily. Customize it to suit your preference so you get the most value and use out of it.
6. Who are you?
   I am Harrison, a certified and recommended Notion Creator. I've built more than 20 products that have helped over 2000 people improve their health or wealth through Notion.
7. Can I become an affiliate?
   Yes, fill out this form if you're interested.
8. Any more questions?
   Have questions or need assistance? Don't hesitate to reach out. You can message me on X or drop me an email at harrisonwallace1@outlook.com

Harrison from NotionByHarrison

Visit Me Here: Website | Templates | X | Instagram | YouTube