notion template preview

Agency OS


Unlock the full potential of your agency with our comprehensive Notion template designed to streamline your project management, task tracking, client communication, financial management, meetings organization, resource allocation, and team


Custom domain
10 pages
100 CMS items
2,000 visitors
Unlimited editors
Get Template


🚀 What's Inside:

📊 Projects Database: Effortlessly manage your agency's projects. Track project progress, deadlines, budgets, and team assignments with ease.

Tasks Database: Stay on top of your to-do list and assign tasks to team members. Prioritize and track task completion.

🤝 Clients Database: Keep all client information in one place. Manage client relationships, store contact details, and monitor project history.

💰 Finances Database: Monitor your agency's financial health. Record expenses, income, and track invoices all in one organized space.

🗓️ Meetings Database: Schedule, document, and follow up on meetings effortlessly. Never miss an important discussion or action item.

🔗 Resources Database: Keep your agency's essential resources and documents at your fingertips. Easily access reference materials and shared files.

👥 Team Members Database: Stay connected with your team. Store role details, skills, and responsibilities for seamless collaboration.

🌟 Why Choose Our Notion Template:

  • 📈 Boost Productivity: Effortlessly manage your agency's operations from a single hub.

  • 📅 Stay Organized: Keep your projects, tasks, clients, and finances neatly organized.

  • 💼 Enhance Collaboration: Foster team communication and collaboration.

  • 💵 Improve Financial Tracking: Monitor expenses, income, and invoices for a healthy bottom line.

  • 📢 Enhance Client Relationships: Keep track of client communications and project history.

  • 📆 Streamline Meetings: Efficiently plan, document, and follow up on meetings.

  • 📚 Centralize Resources: Easily access and share reference materials and documents.

📦 What You'll Get:

  • A Notion template ready for immediate use.

  • Simple instructions for template installation and customization.

  • An efficient, organized agency management system.

👨‍💼 Who is it for?

  • Marketing Agencies

  • Advertising Agencies

  • Creative Agencies

  • Digital Agencies

  • PR Agencies

  • Any business handling projects, tasks, clients, and finances

🚀 Elevate Your Agency Management Game Today!

Unlock the power of organization and efficiency with our Ultimate Agency Management Notion Template. Start taking your agency to new heights. Get it now and experience the difference.

Custom domain
10 pages
100 CMS items
2,000 visitors
Unlimited editors

Frequently asked questions (FAQ)

a person being interviewed.

What is a Notion Template?

A Notion template is a published Notion page that can be duplicated. Share the page to your preferred workflows as well as duplicate other processes that you want to employ.

How do i use a Notion Template?

Simply follow these instructions to copy a template:

1. Locate the template you want to duplicate.
2. From the dropdown menu, choose the workspace where you want to clone the template.
3. Select the "Duplicate" button, which is highlighted in blue.

If you are already logged in, the template will be copied in your preferred workspace. If you are not logged in or do not have a Notion account, you will be required to sign in or establish one before continue.

How do i share a Notion Page?

Sharing a Notion page allows you to collaborate with individuals both within and outside your workspace.

Follow these steps to share a page:

1. Start by locating your Private page in the sidebar.
2. Navigate to the top right corner of the page and click on the "Share" button.
3. Choose the "Add People" option from the menu.
4. In the provided box, enter the email address of the person you wish to share the page with.
5. Select the appropriate level of access from the available options, such as full access, view-only, or commenting rights.
6. Finally, click on the "Invite" button to send the invitation.

What are some popular Notion integrations?

Notion integrates with various apps and services, including Slack, Google Drive, Zapier, and more. These integrations allow you to enhance Notion's functionality and streamline your workflows.

What is Notion AI and how can I use it?

Notion AI can help you write better, faster, and more creatively by generating, transforming, and summarizing text. You can also use Notion AI to automate simple tasks, such as creating action items, translating languages, or explaining technical terms.

How can I use Notion formulas and databases?

Notion formulas and databases are powerful features that allow you to create custom properties, calculations, and views for your data.

You can use formulas to perform operations on your database properties, such as adding numbers, combining text, or finding the time between two dates.

You can also use databases to store and organize different types of information, such as tasks, notes, projects, or contacts. You can create different views for your databases, such as tables, calendars, boards, or galleries.

Finally, you can also link databases to each other using relations and rollups, which enable you to access and manipulate data across multiple databases.

How can I collaborate with others on Notion?

You can collaborate with anyone you want, and control their level of access and permissions. Here are some ways you can collaborate with others on Notion:

1. Add members to your workspace: Invite teammates, friends, or clients to collaborate on pages. Create groups for easier sharing.

2. Share individual pages: Invite specific people to view, comment, or edit pages. Useful for external collaboration or sharing confidential content.

3. Publish pages to the web: Transform pages into public websites accessible via a link. Enable comments and permit page duplication, ideal for blogs, portfolios, and more.

How can I import and export data to Notion?

You can import and export data to Notion in various formats, such as PDF, HTML, Markdown, CSV, and more.

To import data, you can use the Import button on the left sidebar of any Notion page and choose the file format you want to import from.

To export data, you can use the Export option from the ••• menu on the top right corner of any Notion page and choose the file format you want to export to.

You can also export your entire workspace or include subpages in your export.