Agency OS | Notion CRM & Business Dashboard Template

Agency OS – Your Complete Business Management Tool

Manage Your Business Effortlessly

Agency OS provides everything you need to efficiently manage and scale your business. 15+ pages covering clients, teams, project management, marketing, leads and much more.

What's Included?

Client Management Made Easy

📁 Client Pages: Create detailed client pages to store essential information such as KPIs, tasks, goals, and performance reviews. Keep track of all client-related data, files, links, stakeholders & relationships to deliver exceptional service.

Empower Your Team

👥 Employee Pages: Effectively manage your HR processes and employee development. Assign tasks, clients, and teams, and track progress to foster growth and improvement.

💪 Training Modules & Plans: Design and assign training materials to upskill your team. Monitor progress across various training plans to ensure continuous improvement.

Streamline Project Management

✅ Projects & Tasks: Create and manage client tasks and projects with ease. Prioritize tasks, set deadlines, and delegate work efficiently.

⏳ Time Tracking: Easily track time spent on clients to create invoices or get a better view of your allocated time. Use quick-action buttons to record time spent on tasks effortlessly from the home page and the Notion mobile app.

Stay Financially Informed

🏦 Finance Tracker: Keep track of income, expenses, and profit with finance tracking. Create invoices, direct debits or flat fees for each client and manage payments seamlessly (Graph Coming Soon).

Set and Achieve Goals

🎯 Targets: Have a separate page for wider business targets so you can track deadlines and measure success with ease.

Efficient Calendar Management

📆 Calendar: Schedule and manage events, appointments, and meetings seamlessly. Integrate with Google Calendar for enhanced functionality.

Boost Your Marketing Efforts

📢 Marketing Manager: Strategize and execute marketing campaigns effectively. Organize social media activities and posts, create lead magnets, and devise growth strategies to expand your business.

🧲 Lead Manager: Nurture your lead pipeline and track progress toward conversion. Tailor communication to meet client needs and drive conversions.

Seal the Deal with Professional Proposals

🤝 Proposals: Prepare and organize business proposals and store success stories, and case studies to deliver the most attractive offering. Keep track of what messaging works so you become more efficient at closing leads.

Access Valuable Resources

🗄️ Store Information: Centralize agency best practices, forms, and information in one convenient location.

ℹ️ Template Guide & WIKI: Explore the 25 + page template WIKI for useful tutorials and integration tips to optimize your workflow. Also, get access to a step-by-step template walkthrough guide on how to get started immediately with using and customizing the dashboard for your business.

Fully Customizable

✏️ Page Layouts: Sections like Client Page layouts and information can be easily moved and the changes made will be carried over to new clients you add.

🎨 Brand Colors: Change the template banners and colors to match your business or clients. Add brand logos to the pages for easier management.

Also Included...

🌟 Continuous Improvement

I'm committed to your success. 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.

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 and written instructions and tips on 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.

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. 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.
5. 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.
6. Can I become an affiliate?
   Yes, fill out this form if you're interested.
7. 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

Please visit me: Website | Templates | X | Instagram | YouTube