Social Media Marketing Agency OS

SMMA AGENCY OS — The Ultimate Notion System for Marketing Agencies

Manage clients, campaigns, finances, content, and your entire agency — all in one minimalist Notion workspace.

The SMMA Agency OS is an all-in-one Notion system built for social media agencies, freelancers, and digital marketers who want clarity, control, and performance tracking without chaos.

Designed to replace messy spreadsheets, DMs, and countless tools — this template gives you a complete agency operating system that runs your business smoothly from onboarding to reporting.

What You’ll Get

12 integrated, advanced databases designed for agency workflow:

1. Clients – Manage every client, their retainers, contracts, and campaign history.
2. Campaigns – Plan, track, and analyze all your paid and organic campaigns in one place.
3. Leads CRM – Convert prospects into paying clients with an organized, visual pipeline.
4. Content Calendar – Schedule and track posts, ads, and creatives by platform and client.
5. Tasks – Assign and manage deliverables across your team and campaigns.
6. Projects – Oversee high-level initiatives and internal goals with clear progress tracking.
7. Finances – Monitor income, expenses, ROI, and profit trends per client or campaign.
8. Team – Keep your team organized with assigned roles, rates, and workload tracking.
9. Reports – Instantly visualize monthly performance metrics, ROI, and client growth.
10. Meetings – Stay on top of client calls, summaries, and follow-ups.
11. Ads Library – Store and analyze all ad creatives and performance metrics.
12. Tools & Automations – Document every connected platform and automation for smooth scaling.

Clean & Minimal Main Dashboard

Your Main Dashboard brings everything together — sleek, simple, and ready for daily use.

Sections include:

• 🧭 Quick Overview: Active Clients, Live Campaigns, Monthly ROI, Upcoming Meetings
• ⚙️ Quick Views: Active Campaigns • Today’s Tasks • This Month’s Finances • Upcoming Content
• 📈 Key Charts: ROI Trend • Revenue vs Spend • Leads by Source

Every element is built to balance clarity and power, helping you see everything that matters — and nothing that doesn’t.

Features You’ll Love

✅ Fully linked databases — Clients, Campaigns, and Finances update automatically
✅ Pre-built formulas for ROI, profit, workload, and progress tracking
✅ Built-in analytics with Notion charts and summaries
✅ Clean light-mode design for focus and simplicity
✅ Completely customizable — adapt to any agency type (SMMA, digital, creative, etc.)
✅ Works perfectly for solo founders or full teams

Who It’s For

• Social Media Managers
• Marketing Agency Owners
• Freelancers handling multiple clients
• Creative teams needing organization and performance tracking
• Anyone tired of using 10 different tools for one workflow

Works Seamlessly With

Google Drive • Meta Ads • Notion Charts • Zapier • ClickUp (via Notion API)

Turn Your SMMA Into a Streamlined Machine

No more spreadsheets. No more confusion.
Just a clean, powerful, connected system — built for business.