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15 Pages To Streamline & Elevate Your Business Management - Discover Notion For Agencies & Freelancers

Client & Employee Pages

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

Customizable Pages

Each page can be altered and edited to fit your unique business & client needs. Input brand colors and imagery and change the layout of any client or employee page.

Manage Your Marketing

Design a marketing strategy and methods of acquiring leads. Manage your sales pipeline and store testimonials, case studies and more to create client proposals.

Streamline Project Management

Create and manage client tasks and projects with ease. Prioritize tasks, set deadlines, and delegate work efficiently.

Time-Tracking

Easily track client time using the quick-action buttons. See stats on your daily, weekly and total time for each client. Then in one click you can create an invoice.

Real-Time Updates

This template is constantly updated with new features, taking advantage of new Notion capabilities.

Manage Finances

Optimize your workflows and save time with efficient and structured templates.

Store & Organize

Store and organize files, links and SOPs and share with relevant people using page links.

Stats, Resources, Best Practices & WIKI

Store your business best practices, resources and various documents and links all in one place. Explore the 20 different template WIKI pages to get the most out of the different areas.

15+ Pages

To customize and make this template your own.

Get Template

Real-Time Updates

This template is constantly updated with new features, taking advantage of new Notion capabilities.

Stats, Resources, Best Practices & WIKI

Store your business best practices, resources and various documents and links all in one place. Explore the 20 different template WIKI pages to get the most out of the different areas.

15+ Pages

To customise and make this
template your own.

Get Template

“This template is the best on the market, I would highly recommend. Harrison is also very helpful”

Jessica Cotter

Owner - Join Aspen Marketing Agency

“This template is the best on the market, I would highly recommend. Harrison is also very helpful”

Jessica Cotter

Owner - Join Aspen Marketing Agency

“This template is exactly what I needed to organise tasks & staff within my agency. I am new to Notion so it was a little confusing in the beginning but I emailed Harrison with all of my questions and he got back to me promptly with really in depth responses - he even adjusted the template to do what I needed it to do at no extra charge. Really great customer service! So grateful for his help in getting to know Notion!”

Ashleigh Evans

Owner - CONSCIOUSXCLOSET

Ashleigh Evans

Owner - CONSCIOUSXCLOSET

Freelancer OS

Designed for freelancers who manage multiple clients

$59

One-time payment

Get Started

Full access to Freelancer OS.

Lifetime support & free updates.

Agency OS

For agencies managing clients, teams & people

For agencies managing clients and employees

$69

One-time payment

Get Started

Full access to Agency OS.

Lifetime support & free updates.

Employee pages, teams, assign training, delegate tasks & projects.

Payments are secure & encrypted

Change any aspect of the dashboard

Change, remove, or add any section of the dashboard, team, or client pages. Add widgets, images, files, or anything you or your team want to keep track of.

Edit

Any Page

Don't need a section in the dashboard? Remove it easily from the menu to clear up space. Add your existing business pages into the template to have everything in one place.

Design

Pages & Workflow

Customize the template to fit your business and workflow. Drag and drop different sections and add any Notion integrations.

Unlimited

Client Or Team Members

Notion doesn't have a storage limit. Add any number of pages using a free Notion account.

With Clients Or Teams Easily

Share page links with clients or add their email to collaborate on projects and ideas. Add team members to pages so they can work on and keep track of tasks.

Video guides, WIKI, updates & support included

Learn how to use Notion to the best of its ability and unlock new ways to upgrade your business. Lifetime access so you pay once and get a product that keeps improving with Notion updates and community feedback.

25+

WIKI Guides

Access FAQs, page guides, Notion tips, and more. Learn how to share with clients, build plans, change layouts or colors, and maximize your use of the dashboard.

Support

Lifetime

If you have any questions or concerns, please feel free to email me. I'm here to assist you in integrating your business with your new dashboard.

Updates

Free Via Email

There is a survey embedded in each dashboard where customers provide suggestions on what they want added. Therefore, this product is constantly improving thanks to our growing community.