Notion Agency & Business Planner Template

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The all-in-one customizable setup for managing clients, projects, operations & more
—Built for growing agencies that need structure, efficiency, and scalability.

The all-in-one customizable setup for managing clients, projects, operations & more—Built for growing agencies that need structure, efficiency, and scalability.

Get Instant Access

30% OFF with code SCALEAGENCY

Get Instant Access

30% OFF with code SCALEAGENCY

4.92 (22 Reviews)

200+ Agencies

Access Anywhere – iOS, Android & Web

One-Time Payment – Lifetime Access

Guide, Video, & Email Support

Unlimited Clients & People

4.95 Stars

From 30+ Reviews

5.0 Stars

From 30+ Reviews

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 solo and small agency owners to manage more clients, streamline operations, and grow without chaos.

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

What is Notion AGENCY OS?

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

One Of The Best Things I’ve Bought

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

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

200+

Agencies

100m

Notion Users

Customizable Pages

Time Payment

Customizable Portals to Better Manage Clients & People

Customize Fully

Create powerful bespoke portals for all your business relationships.

Organize Everything

Store notes & resources, manage tasks, keep everything & anything organized.

Collaborate

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

Integrate & Automate

Connect your favorite tools & embed information anywhere.

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

Marketing Planner

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

Time Tracking

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

Sales & Leads Manager

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

Finance Tracking

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.

200+ Agencies Use The System

Add Your
Agency Logo,
Colors & Style

"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

"Great product with great features"

Dimitris Kotlidas

Performance Marketing

"Great product with great features"

Dimitris Kotlidas

Performance Marketing

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

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

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

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

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

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

AGENCY OS helps you organize and streamline your business management

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

Save time and money by switching to a Notion setup

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

Learn how to easily 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

Unlock The Potential Notion
Has For Your Business

Streamline Your Agency Using Notion

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.

New To Notion? No Problem!

We've Provided an Easy-to-Use Walkthrough Guide, FAQs, and Lifetime Support

Streamline Your Agency
Using Notion

Support 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.

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.

Add Your Agency Logo, Colors & Style

Add Your Agency Logo,
Colors & Style

Why AGENCY OS
is Perfect For Your Growing Business

No Monthly Fee

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, and brand.

Fully Customize

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

All-In-One

Manage everything in one place—from managing clients to planning your marketing.

All-In-One

Manage everything in one place—from managing clients to planning your marketing.

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

$55 $79

One-time payment

$55 $79

One-time payment

30% OFF With Code SCALEAGENCY

Agency OS Notion Template

Lifetime Access & Updates

Walkthrough Guide

Fully Customizable & Scalable

Email Support

Agency OS Notion Template

Lifetime Access & Updates

Walkthrough Guide

Fully Customizable & Scalable

Email Support

BUY NOW

Secure payment

$59 $85

One-time payment

30% OFF With Code SCALEMAGENCY

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

Secure payment

Trusted by 200+ 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 Bertran

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

Nicolas Bertran

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

Nicolas Bertran

Questions? Answers!

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.

Do I need to be experienced with Notion?

Nope. You’ll be up and running in under 10 minutes—even if you’ve never used Notion before. The template comes with a guided setup, tutorials, and WIKI-style documentation so you can focus on growing your agency, not figuring out the tech.

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.

Questions? Answers!

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.

Do I need to be experienced with Notion?

Can I customize it?

Is it worth the price?

Questions? Answers!

What is Agency OS ?

What is Marketing Agency OS

Do I need to be experienced with Notion?

Can I customize it?

Is it worth the price?

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"