Agency OS | Notion CRM & Business Dashboard Template

Agency OS – Your Complete Business Management Tool

Manage Your Business Effortlessly

Agency OS provides everything you need to efficiently manage and scale your business. 15+ pages covering clients, teams, project management, marketing, leads and much more.

❗️❗️The price of AGENCY OS will increase again when version 5.0 is released. Purchase now to get lifetime access to future updates at this price.

What's Included?

Client Management Made Easy

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

Empower Your Team

👥 Employee Pages: Effectively manage the people inside your agency. Assign client tasks to people and teams. Manage employee goals, development, feedback, contacts and more.

💪 Training Modules & Plans: Design and assign training materials to upskill your team. Monitor progress across various training plans to ensure your team members are constantly improving.

Streamline Project Management

✅ Projects & Tasks: Create and manage client tasks and projects with ease. Prioritize tasks, set deadlines, and delegate work efficiently.

⏳ Time Tracking: Easily track time spent on clients to create invoices or get a better view of your allocated time. Use quick-action buttons or timers to record time spent on tasks effortlessly from the home page and the Notion mobile app.

Stay Financially Informed

🏦 Finance Tracker: Keep track of income, expenses, and profit with finance tracking. Create invoices, direct debits or flat fees for each client and manage income. Use Notion graphs to visualise your business growth over time.

Set and Achieve Goals

🎯 Targets: Set your wider business targets, deadlines and tasks and track your progress.

Efficient Calendar Management

📆 Calendar: Schedule and manage events and meetings seamlessly. Integrate with Google Calendar to export your meetings outside of Notion.

Boost Your Marketing Efforts

📢 Marketing Manager: Strategize and execute marketing campaigns effectively. Organize social media activities and posts, create lead magnets, and devise growth strategies to expand your business.

🧲 Lead Manager: Nurture your lead pipeline and track progress toward conversion. Add notes for each lead on their pain points, client gains and what specific value they're looking for to tailor your communication and drive conversions.

Seal the Deal with Professional Proposals

🤝 Proposals: Prepare and organize business proposals and store success stories, and case studies to deliver the most attractive offering. Keep track of what messaging works so you become more efficient at closing leads.

Access Valuable Resources

🗄️ Store Information: Centralize agency best practices, forms, and information in one convenient location. Keep track of SOPs, client or employee FAQs and all information for keeping.

User Friendly

ℹ️ Template Guide & WIKI: Explore the 25 + page template WIKI for useful tutorials and integration tips to optimize your workflow.

📒 Quick Start Guide: There's a detailed step-by-step setup guide for the whole dashboard so you can hit the ground running as soon as you copy the template to your Notion workspace. Whether you're new to Notion or an expert, this template is designed to be accessible for anyone to understand and make their own.

Fully Customizable

✏️ Page Layouts: Sections like Client or Employee Page layouts and information can be easily moved and the changes made will be carried over to new pages you add.

🎨 Brand Colors: Change the template banners and colors to match your business or clients. Add brand logos to the pages for easier management.

Also Included...

🌟 Continuous Improvement

I'm committed to your success. As Notion releases new features, you'll receive updates, ensuring your template has the best tools available. We have an embedded survey where customers submit suggestions and feedback so we can continuously make improvements. Check on the right to see what was included in the last update.

🌟 Support

For any questions, you can contact me via email. Or you can use the embedded survey to submit feedback or suggestions on new features.

Testimonials

How Does It Work?

1. Add The Template To Notion
   • Follow the link to the Notion template (If you don't have a Notion account, sign up for one for free). Duplicate it to your workspace.
   • Explore the sections. There's a video tutorial attached and written instructions and tips on each of the sections. You can use the extensive WIKI section if you need help or want to find ways to further enhance the template.
2. Add Or Import Your Clients Over
   • If you use Excel or Gsheet sheets you can easily copy and paste your existing clients and employees over using the instructions.
3. Edit The Template
   • Make changes to the color, design, and layout of any of the pages or sections easily. Add your brand logo, colors and banners.
4. Integrate With Other Apps
   • Integrate different Notion widgets and compatible applications such as Google Calendar so you can get even more value out of the template. No subscription payments, so you can continue building your business and client portfolio at no extra cost.

Frequently Asked Questions

1. What Is Notion?
   Notion is a free user-friendly productivity software that combines note-taking, task/project management, and collaboration tools into one platform. This product offers a carefully designed template you can use immediately for yourself.
2. How will I receive the product?
   After you purchase, you will have access to a link that sends you to the template. You can then duplicate it into your workspace to start using it for yourself.
3. Do I need to be on a paid Notion plan to use this?
   No, you can use every aspect of this template with a free Notion account.
4. Can I make changes to this template?
   You can make any change to the template design or layout easily. Customize it to suit your preference so you get the most value and use out of it.
5. Who are you?
   I am Harrison, a certified and recommended Notion Creator. I've built more than 20 products that have helped over 2000 people improve their health or wealth through Notion.
6. Can I become an affiliate?
   Yes, fill out this form if you're interested.
7. Any more questions?
   Have questions or need assistance? Don't hesitate to reach out. You can message me on X or drop me an email at harrisonwallace1@outlook.com

Harrison from NotionByHarrison

Please visit me: Website | Templates | X | Instagram | YouTube