All-In-One Agency Workspace for Notion

Scale your agency's operations with Notion.

Agencies are unique businesses because of the high volume of tasks that make up their workflows.

And without an airtight, closed-loop project management system that improves collaboration and accountability, tasks and deadlines are bound to slip through the cracks.

Simplicity and accountability are essential when it comes to improving organizational efficiency for agencies.

Rather than scrapping together a fragmented tech stack with different apps, you can manage your entire agency with a single digital workspace instead.

The All-In-One Workspace for Notion has everything you need to:

• Track every task and deliverable for all your clients
• Create and track objectives and key results
• Improve accountability and execution
• Plan out content schedules
• Manage client assets

The Essential Ten Pages and Databases for Agencies

With this workspace, you get ten pre-created database pages:

1. Objectives - Capture your quarterly and annual agency objectives in a clean gallery view.
2. Key Results - Define your key results, choose metrics to measure success, and track your progress over time.
3. Lead Measures - Prioritize and increase accountability for high-value actions that drive progress behind your key results.
4. Tasks - Fractalize your projects, client workflows, and administrative work into specific, time-bound, and assignable tasks that give the assignee everything they need to get them done.
5. Roles - Define every role, in-house or subcontractor, in a central team directory that gives each person an individualized dashboard for completing their work.
6. CRM - Create a centralized CRM database that includes key client information and their respective tasks, assets, links, key stakeholders, docs, and roles.
7. Directory - Capture and track all your agency’s key contacts from clients, leads, and partners.
8. Docs - Centralize, store, and collaborate on your agency docs, whether for client or internal use and make them instantly available on any task or client CRM page.
9. Asset Manager - Streamline your production workflow with an all-in-one asset manager that lets you track asset statuses, publish dates, and content schedules.
10. Links - Organize all your agency links for apps, services, and client pages, and make them available on any task or CRM page with a single click.

Get Started in Minutes

This template is pre-loaded with all the relations, rollups, and page customizations you need to use immediately.

If you want one-on-one help setting up your agency’s workflow or creating additional template customization for your unique agency needs, check out my One-On-One Customization and Setup Package.

For more on simple and effective project management, see my article: 10 Notion Pages Your Agency Needs to Organize Your Team, Manage Your Clients, and Get Things Done.