Notion Agency & Business Planner Template

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A complete operating system for agencies to manage clients, teams, projects, finances, growth, & more — all in one customizable Notion workspace.

Replace $200/mo of overpriced tools with one system you fully own, customize, and grow from day one.

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$40 Off for the next 10 agencies (3 left)

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4.91 Stars

Trusted by 250+ Agencies

4.95 Stars

4.91 Stars

Trusted By 250+ Agencies

5.0 Stars

From 30+ Reviews

One-Time Payment – Lifetime Access

What is Notion AGENCY OS?

Drowning in spreadsheets, scattered tools, and overpriced software?

AGENCY OS is your all-in-one, customizable agency system—pre-built in Notion’s free workspace. Built for agency owners of all sizes and types to manage clients, streamline ops, and scale without chaos.

No subscriptions. No bloat.
Just clarity, control, and systems that scale.

Tired of messy spreadsheets, scattered tools,
and bloated software?

AGENCY OS is a fully customizable system — built in Notion, the free all-in-one workspace. Designed for agency owners to manage more clients & people, streamline operations, and grow without chaos.

No subscriptions, no bloat
— just control, clarity, and scale.

Watch The Full Walkthrough

"Absolutely one of the best things I’ve bought for my business so far. The quality of the product Harrison has put together is outstanding. So much functionality and he answered my questions by email in depth. Highly recommend this product and I will be purchasing some of his others!"

Anouska Backshall

United Kingdom

Anouska Backshall

United Kingdom

"This really takes the hassle out of managing my agency"

Adam Cummings

Apeiron Digital Pro

"This really takes the hassle out of managing my agency"

Adam Cummings

Apeiron Digital Pro

“We solved our organizational problems! Thank you!”

Nomad Kloud

Marketing Content Agency

“We solved our organizational problems! Thank you!”

Nomad Kloud

Marketing Content Agency

Fully Customizable To Fit Your Brand & Agency Needs

250+ Agencies Save Time & Money With AGENCY OS

"Absolutely one of the best things I’ve bought for my business so far. The quality of the product Harrison has put together is outstanding. So much functionality. Highly recommend this product!"

Anouska Backshall

United Kingdom

"Absolutely one of the best things I’ve bought for my business so far. The quality of the product Harrison has put together is outstanding. So much functionality. Highly recommend this product!"

Anouska Backshall

United Kingdom

“We solved our organizational problems! Thank you!”

Nomad Kloud

Marketing Content Agency

“We solved our organizational problems! Thank you!”

Nomad Kloud

Marketing Content Agency

"This really takes the hassle out of managing my agency"

Adam Cummings

Apeiron Digital Pro

"This really takes the hassle out of managing my agency"

Adam Cummings

Apeiron Digital Pro

Get Instant Access

Customizable Portals to Better Organize Clients & People

Customize Fully

Build structured, on-brand portals for every relationship that drives your agency.

Organize Everything

From tasks to resources—keep your agency organized.

Collaborate

Share pages, assign work, add comments & collaborate easily.

Integrate & Automate

Connect your favorite tools & embed information anywhere.

Get Instant Access

Assign Task

All Your Projects, One Clear System

All Your Projects,
One Clear System

Effortlessly manage tasks, track projects, assign work, and hit deadlines easier.

Visual task boards to organize and prioritize work

Deadline and milestone tracking to keep projects moving

Team assignments with clear ownership and accountability

Real-time progress updates across all clients and projects

Improve Your Marketing & Brand

Run better campaigns with one tool to plan, schedule, and track everything—so your marketing stays on point and gets results.

Record Client & Project Time

Track every billable hour with ease, so your team’s time turns into revenue and nothing slips through the cracks.

Acquire & Convert More Leads

Convert more leads with streamlined tracking, clear pipeline visibility, and notes that help tailor every pitch—so no deal slips through the cracks.

Better Track Your Finances

Stay on top of your agency’s finances with clear income, expense, and billing tracking—so you always know where the money’s going and what’s driving profit.

Get Instant Access

250+ Agencies Use The System

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

Jessica Cotter

Join Aspen Marketing Agency

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

Jessica Cotter

Join Aspen Marketing Agency

Best Template I've Seen Or Used

"By far the best template I've seen or have used, I am currently still learning Notion but Harrison has made this transition easy with his how-to guide and contact system! Thank You!"

Roy Wiley

United States

Best Template I've Seen Or Used

"By far the best template I've seen or have used, I am currently still learning Notion but Harrison has made this transition easy with his how-to guide and contact system! Thank You!"

Roy Wiley

United States

I'm Replacing 4 Apps

"I'm replacing 4 apps with this one template. Highly recommend."

Matthew S Higgens

United States

I'm Replacing 4 Apps

"I'm replacing 4 apps with this one template. Highly recommend."

Matthew S Higgens

United States

Game Changer For My Business

"I've only just downloaded, but can tell this is going to be a game changer for my business and the ability to get deliverables to clients efficiently!"

Andrea

Canada

Game Changer For My Business

"I've only just downloaded, but can tell this is going to be a game changer for my business and the ability to get deliverables to clients efficiently!"

Andrea

Canada

Great Customer Service

“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

CONSCIOUSXCLOSET

Great Customer Service

Ashleigh Evans

CONSCIOUSXCLOSET

"Great product with great features"

Dimitris Kotlidas

Performance Marketing

"Great product with great features"

Dimitris Kotlidas

Performance Marketing

Best Template I've Seen Or Used

"By far the best template I've seen or have used, I am currently still learning Notion but Harrison has made this transition easy with his how-to guide and contact system! Thank You!"
Roy Wiley
United States
I'm Replacing 4 Apps
"I'm replacing 4 apps with this one template. Highly recommend."
Matthew S Higgens
United States
Would Recommend To Others For Sure!
"Great product! Would recommend to others for sure! Harrison has been great, responds quickly if needed, and provides stellar support."
Chase Caldwell
United States
“We solved our organizational problems! Thank you!”
Nomad Kloud
Marketing Content Agency

Best On The Market
“This template is the best on the market, I would highly recommend it. Harrison is also very helpful”
Jessica Cotter
Join Aspen Marketing Agency
One Of The Best Things I’ve Bought
"Absolutely one of the best things I’ve bought for my business so far. The quality of the product Harrison has put together is outstanding. So much functionality and he answered my questions by email in depth. Highly recommend this product and I will be purchasing some of his others!"
Anouska Backshall
United Kingdom
Game Changer For My Business
"I've only just downloaded, but can tell this is going to be a game changer for my business and the ability to get deliverables to clients efficiently!"
Andrea
Canada
Fast & Good Customer Service
"Great template, very helpful. Fast and good customer service even after purchase. Recommend 👍 👍"
Tanan Nordal
Singapore
“Just perfect.”
Karyn Estrada Braghiroli
Content Marketing

Exactly What I Needed
"I couldn't be happier with the product and service. When I had questions, Harrison responded quickly and was incredibly helpful. The template itself is exactly what I needed—useful and straightforward"
Manuel Sandoval Jr
United States
Great Customer Service
“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
CONSCIOUSXCLOSET
There's Everything You Could Want!
"Everything's perfect, the seller is helpful and the product is incredible. There's everything you could want!"
Matteo Bio
Italy
"Great product with great features"
Dimitris Kotlidas
Performance Marketing
"This really takes the hassle out of managing my agency"
Adam Cummings
Apeiron Digital Pro

Wave goodbye to

overpriced software
slow workflows
messy spreadsheets
bad planning
wasted time
no collaboration
app juggling
overpriced software
slow workflows
messy spreadsheets
bad planning
wasted time
no collaboration
app juggling
overpriced software
slow workflows
messy spreadsheets
bad planning
wasted time
no collaboration
app juggling
overpriced software
slow workflows
messy spreadsheets
bad planning
wasted time
no collaboration
app juggling

overpriced software
slow workflows
messy spreadsheets
bad planning
wasted time
no collaboration
app juggling
overpriced software
slow workflows
messy spreadsheets
bad planning
wasted time
no collaboration
app juggling
overpriced software
slow workflows
messy spreadsheets
bad planning
wasted time
no collaboration
app juggling
overpriced software
slow workflows
messy spreadsheets
bad planning
wasted time
no collaboration
app juggling

250+

Agencies

100m

Notion Users

Customizable Pages

Time Payment

AGENCY OS helps you organize and streamline your business management

You will receive a pre-built Notion setup that encompasses all areas of business management.

Save time and money by switching to a pre-built Notion setup

Get started in minutes with a guide, video, and FAQs

Learn how to easily brand, customize and add to the setup

Plan and grow your business faster

Use a fully integrated marketing and sales system that helps you acquire, track, & convert more leads.

Acquire more leads by improving your marketing planning

Track and nurture leads more easily using the sales funnel

Convert more leads by tailoring your communication

Customize any page, design, feature, or tracker

AGENCY OS makes it easy to build on existing pages and tools. Change, remove, or add any section of the dashboard, team, or client pages. Add widgets, images, files, or anything you or your team wants to keep track of.

Edit

Any Page

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

Integrate

Apps & Software

Notion allows you to import various third-party software into your pages, enabling you to sync data across different apps.

Unlimited

Clients Or People

Notion has no storage limit. You can add unlimited pages with a free Notion account.

& Collaborate

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

Get Instant Access

New to Notion? No problem!

Unlock a beginner walkthrough guide, FAQs, and lifetime support

New To Notion?
No Problem!

Access Beginner Guides, FAQs, and Lifetime Support

Resources to help you get the most value out of Notion

Learn how to make the most of Notion and discover new ways to enhance your business. With lifetime access, you pay once and receive a product that continually improves 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 dashboard usage.

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 the new dashboard. Notion also has an AI chatbot that answers most questions instantly!

Updates

Free Via Email

Each dashboard features an embedded survey where customers can provide suggestions for additions. As a result, this product continually improves thanks to our growing community.

Video

Walkthrough

Watch the video tutorial to learn how to get started with the various pages of the dashboard.

Fully Customizable To Fit Your
Brand & Agency Needs

Add Your Agency Logo,
Colors & Style

Why AGENCY OS
is Perfect For Your Growing Business

No Monthly Fee

Save on subscription costs & enjoy lifetime access to all features with a free account, including future updates.

Cross-Device Compatible

Seamlessly sync your dashboard across your laptop, tablet, and phone.

Cross-Device Compatible

Seamlessly sync your dashboard across your laptop, tablet, and phone.

Fully Customize

Create a personalized dashboard tailored to your clients, business, workkflow and brand.

Fully Customize

Create a personalized dashboard tailored to your clients, business, workkflow and brand.

All-In-One

Manage everything in one place so you can get a clearer view of all areas of your business.

All-In-One

Manage everything in one place so you can get a clearer view of all areas of your business.

Collaboration

Share pages with clients so they can colloborate, manage work, and view notes and feedback.

Collaboration

Share pages with clients so they can colloborate, manage work, and view notes and feedback.

Scalable

Easily expand as your business grows—add unlimited client pages, projects, & information.

Scalable

Easily expand as your business grows—add unlimited client pages, projects, & information.

Get Set Up in 3 Simple Steps

Your all-in-one agency platform—yours for life, ready in minutes.

—no tech skills needed.

Add to Your Free Account

After purchase, open the link and create a free Notion account (if needed). Click Duplicate to copy the full system into your workspace.

Add to Your Free Account

After purchase, open the link and create a free Notion account (if needed). Click Duplicate to copy the full system into your workspace.

Add to Your Free Account

After purchase, open the link and create a free Notion account (if needed). Click Duplicate to copy the full system into your workspace.

Customize Everything

Use the quick-start guide, video, and WIKI to tailor your setup. Adjust any page, color, setup, and dashboard to fit your style.

Customize Everything

Use the quick-start guide, video, and WIKI to tailor your setup. Adjust any page, color, setup, and dashboard to fit your style.

Customize Everything

Use the quick-start guide, video, and WIKI to tailor your setup. Adjust any page, color, setup, and dashboard to fit your style.

Start Scaling

Add your first team member or client, track & plan your business, and start sharing. You’re live—no tech headaches. Need help? Reach out anytime.

Start Scaling

Add your first team member or client, track & plan your business, and start sharing. You’re live—no tech headaches. Need help? Reach out anytime.

Start Scaling

Add your first team member or client, track & plan your business, and start sharing. You’re live—no tech headaches. Need help? Reach out anytime.

PRICING

$59 $99

One-time payment

$59 $99

One-time payment

AGENCY OS Notion Template

Instant Access & Setup Guide

All Future Versions & Updates

Email Support, FAQ, & WIKI

Fully Customizable & Scalable

AGENCY OS Notion Template

Lifetime Access & Updates

Walkthrough Guide

Fully Customizable & Scalable

Email Support

BUY NOW

Pay once, unlock lifetime access

Pay once, use forever

$69 $109

One-time payment

Everything In AGENCY OS

Centralized Content Hub

Manage & Track Campaigns

Customer Persona Builder

Performance Tracking

Everything In AGENCY OS

Content Hub

Manage & Track Campaigns

Customer Personas

Performance Tracking

BUY NOW

Pay once, unlock lifetime access

Pay once, use forever

POPULAR

$89 $129

$69 $109

One-time payment

Everything In MARKETING OS

Boost Ad ROI in 60 min

Google Ads Certified

$1m+ Ad Spend Managed

See what's inside

Boost Ad ROI in 60 min

Google Ads Certified

$1m+ Ad Spend Managed

See what's inside

Boost Ad ROI in 60 min

Google Ads Certified

$1m+ Ad Spend Managed

See what's inside

BUY NOW

Pay once, unlock lifetime access

Pay once, use forever

BUNDLE

Payments are secure & encrypted

USD pricing – global cards accepted

Access & use instantly

Trusted by 250+ Agencies

"Excellent for keeping track of my business. What I like the most is that you pay once and that's it! No subscriptions."

Nicolas

"Excellent for keeping track of my business. What I like the most is that you pay once and that's it! No subscriptions."

Nicolas

"Excellent for keeping track of my business. What I like the most is that you pay once and that's it! No subscriptions."

Nicolas

FAQs

How will I receive the product?

Right after purchase, you’ll get a link to access the template. Click it, then hit "Start With This Template" to instantly copy it into your own Notion workspace (or sign up for a new free account) and start using it right away.

What is Notion?

Notion is a free software/app that combines notes, tasks, projects, and databases—all in one easy-to-use customizable workspace. This template is built specifically inside Notion. Once you duplicate it into your account, you’ll have a complete, ready-to-use setup—no need to build anything from scratch or figure out how to set it up yourself. Never used Notion before? No problem. Our beginner-friendly setup guide walks you through everything—step by step. You’ll get: Clear instructions to get started fast Tips to customize the template to your style Lifetime support if you get stuck No experience needed. You’ll be up and running in minutes.

What is Agency OS?

Agency OS is your all-in-one operating system for running a more organized, profitable agency. It’s built inside Notion and gives you everything you need to manage clients, projects, team members, finances, SOPs, and business marketing—all in one place, with no recurring fees.

What is Marketing Agency OS?

Marketing Agency OS includes everything in Agency OS, plus tools for running client campaigns, tracking marketing KPIs, managing assets, and building personas.

What is the Google Ads Toolkit?

The Google Ads Toolkit is a plug-and-play library of campaign best-practice guides, curated resources, AI-powered ad-copy generators, and ready-made negative-audience lists—all engineered to help you (or your clients) launch faster, optimise smarter, and drive stronger performance from every Google Ads account spend.

Can I customize it?

Every page, layout, and system can be tailored to match your agency’s structure, branding, or client process. Change the colors, add your logo, create your own workflows—it’s flexible by design.

Is it worth the price?

AGENCY OS isn't just a Notion template, it's a replacement for expensive monthly subscription software. It gives you all the benefits of having a Notion system for your agency without needing to spend time learning how to create a dashboard good enough to properly manage your business.

What do I do if I have issues?

You’ll have lifetime support via email if you ever get stuck with the template or Notion itself. Just reach out to harrisonsnotions@gmail.com and I’ll help you directly. You’ll also find built-in guides, FAQs, and a video walkthrough to solve most issues fast—support is always here when you need it.

FAQs

How will I receive the product?

What is Notion?

What is Agency OS?

What is Marketing Agency OS?

Marketing Agency OS includes everything in Agency OS, plus tools for running client campaigns, tracking marketing KPIs, managing assets, and building personas.

What is the Google Ads Toolkit?

Can I customize it?

Is it worth the price?

What do I do if I have issues?

FAQs

How will I receive the product?

What is Notion?

What is Agency OS?

What is Marketing Agency OS?

Marketing Agency OS includes everything in Agency OS, plus tools for running client campaigns, tracking marketing KPIs, managing assets, and building personas.

What is the Google Ads Toolkit?

Can I customize it?

Is it worth the price?

What do I do if I have issues?

Find Out More About AGENCY OS

Get Instant Access

Fast & Good Customer Service

"Great template, very helpful. Fast and good customer service even after purchase. Recommend 👍 👍"

Tanan Nordal

Singapore

Fast & Good Customer Service

"Great template, very helpful. Fast and good customer service even after purchase. Recommend 👍 👍"

Tanan Nordal

Singapore

“Just perfect.”

Karyn Estrada Braghiroli

Content Marketing

“Just perfect.”

Karyn Estrada Braghiroli

Content Marketing

Exactly What I Needed

"I couldn't be happier with the product and service. When I had questions, Harrison responded quickly and was incredibly helpful. The template itself is exactly what I needed—useful and straightforward"

Manuel Sandoval Jr

United States

Exactly What I Needed

Manuel Sandoval Jr

United States

There's Everything You Could Want!

"Everything's perfect, the seller is helpful and the product is incredible. There's everything you could want!"

Matteo Bio

Italy

There's Everything You Could Want!

"Everything's perfect, the seller is helpful and the product is incredible. There's everything you could want!"

Matteo Bio

Italy

Would Recommend To Others For Sure!

"Great product! Would recommend to others for sure! Harrison has been great, responds quickly if needed, and provides stellar support."

Chase Caldwell

United States

Would Recommend To Others For Sure!

"Great product! Would recommend to others for sure! Harrison has been great, responds quickly if needed, and provides stellar support."

Chase Caldwell

United States

Get Instant Access

My Mission

To eliminate chaos for agency owners by replacing scattered tools with one scalable system.

Having managed 10+ clients myself, I know how quickly agency work becomes overwhelming without the right infrastructure. Most tools are overpriced, inflexible, or only solve one problem. AGENCY OS is different—it's built to unify every area of your business in one customizable, low-friction setup.

Because better systems don’t just organize your work. They improve your client results, reduce stress, and unlock real growth.

Organization

Every great agency starts with structure. AGENCY OS turns chaos into clarity—clients, projects, finances, and operations all in one place. Less stress, & more time to do work that matters.

Growth

As an agency, it can be hard to see the bigger picture for growing your business. That's why, with AGENCY OS, you can easily track & plan your brand & business growth.

Community

We continually seek suggestions from our users on ways to enhance the product and add new features and tools.

Value

Pay once and get lifetime access to future updates. No subscription fee, so the dashboard will only help you as you take on more clients and grow your business.