Agency Operating System

Scaling an agency requires a delicate balance between "Growth" (Sales) and "Execution" (Operations). Agency OS bridges that gap. This robust Notion system replaces Trello, Asana, and Excel, consolidating your entire agency into one powerful workspace.

Manage your sales pipeline, oversee client projects, track team capacity, and monitor your cash flow. With dedicated sections for Strategy, Finance, and Operations, you can finally stop working in your business and start working on your business.

What’s Inside:

• Sales Pipeline: A Kanban view of your leads, from "New Lead" to "Deal Won," with estimated values.
• Project Management: Track Ongoing Tasks, Active Projects, and deliverables.
• Financial Suite: Monitor Revenue ($), Expenses, and Profit/Loss with visual analytics.
• Client Portal: Manage client relationships, contracts, and onboarding documents.
• Team Directory: Assign roles, track hours, and manage team resources.

Notion Agency Template, SMMA Dashboard, Freelance Business Manager, Client Portal Notion, Project Management System, Agency CRM, Creative Studio OS.