Agency Operations System

Agency OS – Your All-in-One Notion Hub for Running and Scaling Your Agency

Managing an agency doesn’t have to mean juggling endless spreadsheets, emails, and scattered tools.
Agency OS gives you everything you need to organize clients, projects, deliverables, and your team — all in one clean, connected Notion workspace.

What’s Inside

A fully-built, plug-and-play Notion system designed to manage your entire agency from a single dashboard.
You’ll get 4+ connected databases that power your daily operations:

Projects Hub – Track all client projects with deadlines, deliverables, budgets, and team members.

Clients CRM – Keep client info, contracts, and communications organized and easily accessible.

Meetings & Tasks – Plan, assign, and monitor tasks and meetings across projects and team members.

Deliverables Tracker – Monitor progress on client deliverables, deadlines, and approvals.

All linked together for smooth workflows and zero double entry.

Why You’ll Love It

✅ Save time – Everything your agency needs in one place.
✅ Stay on top of work – Instantly see what’s due, who’s responsible, and what’s next.
✅ Track your growth – Visualize project progress, client activity, and deliverable status.
✅ Scale with clarity – Build repeatable systems that grow with your team.
✅ Customizable – Adapt it to your agency type, branding, and workflow.

Perfect For

• Marketing agencies & creative studios
• Freelancers & consultants
• Service-based agencies managing multiple clients
• Startups with client projects & teams

What You’ll Get

• The full Notion template (pre-linked system)
• Setup guide to personalize your workspace
• Example data to get started immediately
• Lifetime updates

Bonus

Includes a Dashboard View showing:

• Active projects
• Upcoming meetings & deadlines
• Client overview & key contacts
• Deliverables in progress
• Quick links to all major pages