✹ Get 50% OFF AGENCY OS Using The Limited Edition Sale Version (10 Available) -> Use Deal

Manage & Plan All Areas Of Your Agency Using Notion

A Fully Customizable & Scalable Dashboard to Manage & Plan Your Business

Get AGENCY OS

One-Time Purchase. Unlimited Clients and Teams. Lifetime Access to Future Updates.

5.0 Reviews

AGENCY OS: An all-in-one solution to reduce your tech stack and integrate all areas of your client and business management

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

Manage Client & Team Members

Use the CRM to 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.

Customize & Integrate

Notion has many possible ways to display data. Instuctiosn are provided on how to integrate other software such as Figma, Slack & Typeform to enhance the dashboard even more.

Plan Your Marketing

Design a marketing strategy and methods of acquiring leads. Track your leads and conversion funnel. Store testimonials, case studies and more to create client proposals and maximise your client conversion.

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.

Lifetime 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.

Lifetime Updates

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

Join other agency owners who have upgraded to Agency OS

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

“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 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. Great customer service! So grateful for his help in getting to know Notion!”

Ashleigh Evans

Owner - CONSCIOUSXCLOSET

Ashleigh Evans

Owner - CONSCIOUSXCLOSET

Payments are secure & encrypted

Check out the main features and benefits of the Agency OS dashboard and find out how it can elevate your business

Your dashboard to meet your agency's needs

Streamline Your Agency Using Notion

Customize any page, design, feature or tracker

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.

Guidance to help you get the most value out of Notion

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.