Agency OS
About this template
The Better System to Manage Your Agency
Agency OS is a Notion workspace that helps agencies scale their business by managing clients, projects, team members, finances, and resources in one centralized system.
Ever been ready to start your agency, but
• Every new client project, you feel the need to start from scratch…
• You’ve tried putting everything inside a Google Sheet but it ends up having too many endless versions
Or you are either someone who super badly needs this
• You want to change from “jumping from one tab to another” and go to using a centralized system.
• You want a clear setup and workspace where you can work immediately — every single one of your notes, documents, files, and links are at your fingertips so you’re ready to go in a snap.
• You need done-for-you templates of proposals, project processes, checklists, client portals, and scripts that are also easy to generate.
Be the CEO of your agency, stress-free, with these solutions:
✅ Content Marketing & Prospect Tracking
✅ Client Relations Manager
✅ Portals, Projects & Tasks Managers
✅ Business & Service Development
✅ SOPs, Resources, and Assets Libraries
✅ Team Performance Evaluations
✅ Finance Tracking and Management
Agency OS can help you:
✅ Get a faster client onboarding process.
✅ All your resources are kept in one place, finding a document in seconds.
✅ Easily assign new tasks to your team.
✅ Creating and sending a proposal in just 15 minutes or less.
✅ All customers will get access to a support chat.
✅ Enhances project management capabilities.
✅ Improves collaboration across teams.
✅ Facilitates better financial oversight.
✅ Customizable and flexible to fit the growing needs of any freelance agency
You're paying for the convenience and the efficiency of managing your agency minus the headache and having an all-in-one workspace that caters to the unique demand of your growing business.
Reviews
“It's not just a tool for me – it is a lifesaver.” - Janine, PubSquad Agency Owner
