Agency OS

All-in-One Notion Solution for Agencies Teams

Optimize your agency's workflow with our all-in-one Agency OS template! This premium Notion workspace is designed specifically for agencies to streamline operations, manage client projects, and enhance team productivity.

What’s Inside?

• Easily add prospects, content, tasks, and projects with just one click in the Quick Action Dashboard.
• Track leads, manage client dashboards, oversee content creation, and keep projects on schedule, all from one centralized space.
• Get a clear overview of project statuses and team performance with visual progress charts and task breakdowns.
• Set priorities, deadlines, and track the status of each task in real-time to ensure nothing falls through the cracks.
• Store essential business details like LLC name, address, EIN, social media links, and more in one easily accessible section.
• Includes dedicated sections for SOPs, email templates, services, time tracking, and even a “Success & Wins” area to celebrate milestones and achievements.

Streamline your agency’s daily workflow with this powerful template.

F.A.Q.

Does this template work with Notion’s free plan?

Yes, the Creative Agency OS template works with Notion’s free plan. However, to fully utilize features like multiple charts or advanced automation, an upgrade to Notion Pro may be beneficial.

Is there any guidance included for setting up the template?

Yes! This template comes with a step-by-step tutorial to guide you through the setup process and explain each section.

Can I customize this template for my agency’s specific needs?

Of course! Once you duplicate the template to your Notion workspace, you can modify it to fit your agency’s unique requirements. You can customize databases, adjust views, and reorganize sections as needed.

Can I use this template for my team’s collaboration?

Yes, this template is designed for team use. You can invite collaborators within your Notion workspace to work together on projects, tasks, and client management.

Can I share this template with others?

This template is intended for personal or agency use within your team. Please do not share or distribute it outside your organization.