All in One Notion Agency Management Planner
The Notion Agency Management Template is the ultimate tool for managing your agency efficiently. Whether you're a freelancer or leading a team, this notion template helps you stay organized, streamline processes, and boost productivity. With features designed for both beginners and advanced users, it allows you to manage projects, clients, leads, payments, invoices, expenses, and tasks effortlessly.
Track all your projects and to-do lists in one place, ensuring deadlines are met and tasks are assigned efficiently. The CRM system keeps client information and communication logs organized, while the lead tracker ensures you never miss an opportunity. Managing finances is seamless with integrated payment tracking, invoice management, and expense recording.
Keep your agency running smoothly with well-documented SOPs, track business growth with OKRs, and optimize your workflow with an intuitive content planner. Maintain a record of all meetings and calls, store essential documents, and collect valuable testimonials and feedback to enhance credibility.
Pages Included:
- Projects
- OKRs
- Clients
- Team
- Lead Tracker
- To-Do List
- Waiting On
- Invoices & Payments
- Expenses
- Content Planner
- Ad Campaigns
- Notes
- Documents
- Meetings & Calls
- Communication Log
- SOPs
- Testimonials
- Resources
- Guideline
This Notion dashboard is designed to help agencies stay ahead in a competitive market. Its user-friendly and customizable layout ensures you can tailor it to your specific needs, making it an essential business planner. Whether you're handling a small team or a growing agency, this Notion Agency Management Template will help you stay focused, and organized.
Perfect for social media agencies, digital agencies, marketing agencies, design agencies, AI agencies, etc, this template is built to support a variety of business models and industries.