Notion for Agencies

Manage your clients, team and agency in Notion

24 followers

Manage your clients, team and agency in Notion

24 followers

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Project management software

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Team collaboration software

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Knowledge base software

Notion for Agencies is an ALL-IN-ONE agency system inside Notion. It combines client portals, internal projects, quarterly planning, content calendars, company wikis and much more. Built by a Notion Consultant over the course of 2+ years and 50+ agencies.

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Launch tags:Task Management•CRM•Notion

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Maker

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Hey all! 👋🏻 My name’s Sam. I’m a full-time Notion Consultant and template creator. For the past 2+ years I’ve worked with over 50+ agencies building business systems in Notion. ⚡️ Over that time I have curated an all-in-one system that combines all of the very best pages, dashboards and databases I have created for paying clients. Testimonial: “I recently purchased Notion for Agencies from Sam at NotionUpgrades, and it's been an awesome experience so far. The product is a complete operating system and I'm certain this will help me get to the next level with my agency. Especially the explanation videos were great and everything was explained for a beginner. I can only recommend investing into this!” - @PaulDayOne This system is designed to help agency owners who want to SCALE their businesses. Let me show you how Notion for Agencies has empowered 30+ agencies-to-date do just that: 🌐 Company Wiki / SOP Library: the Company Wiki gives you and your team an intuitive organisational structure that allows you to capture SOPs of any size and scope, relying on a peer review system to ensure all documentation is accurate and up-to-date whilst also giving you the flexibility to organise smaller procedures within larger processes. 📞 CRM (Client Relation Manager): A simple CRM system with a built-in estimated value calculator, referral tracker and proposal creator. Closed deals are instantaneously turned into client projects and portals for the fulfilment team to begin work. 🌀 Client Projects and Portals: The two-part configuration gives internal teams a separate page to work on the client project whilst also allowing you to pick-and-choose what gets shared with the client. 💼 Recruitment Dashboard: Simply put the most sophisticated recruitment dashboard in Notion! Request new roles or employees, get approval from executive, meet for briefing with hiring managers, draw up job descriptions / ads and prep for employee onboarding, all from one page. 💁🏼‍♂️ Personal Dashboards: Give each of your team members their own dedicated dashboards, where they can see everything relevant and important to them, in one place. This one feature has been proven to 10 x employee adoption. 🔍 Management View & Performance Reviews: Within their personal dashboards, managers have a view of all their direct reports, a snapshot of what’s currently on their plate, the progress of onboarding staff and a space to draft and share performance reviews privately. 🚀 Planning Dashboard: A super powerful tool to make quarterly planning easy and successful. Executive team can draft strategy and only share it with the rest of the team once it’s ready. Plan OKRs, KPIs and Sales Targets all from one page. 👥 Meeting Notes Template: Our best-selling meeting template. Draft agendas, capture meeting notes and action items and pull-in all related previous meetings. Link to meeting recordings to put an end to uncertainty. 🎥 Content Dashboard: Empower your marketing team to create content using this industry-standard content dashboard. Strategise larger marketing initiatives or plan content for each social media platform. Built-in analysis zone for tracking how well each piece of content performed. --- There are a lot of other features I could list, but I'll wrap up this comment by mentioning that Notion for Agencies has a no-questions-asked refund policy. If you have questions, I'll be here to answer all of them! P.S. - I'm always happy to answer questions and nerd out about Notion templates as well. Don't hesitate to comment here or reach out on Twitter / X 😊

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3yr ago

Great presentation! I love that you explain each detail on your video + images! And i loved the concept of this template! Congrats on the launch! and good luck brother

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3yr ago

Maker

@liwaa thank you! As it's an all-in-one system I tried my best to explore the features in a logical way. I decided to explore how Notion for Agencies can help you: 1. Manage your clients 2. Manage your team 3. Manage your clients And how those three components can help you scale your agency!

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3yr ago

Congrats on the launch! Seems like a very valuable and practical tool and looks very nice as well! Love seeing content like that, good luck!

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3yr ago

Maker

@erikinnotion thanks Erik! This template definitely went through many iterations and tests before it became what it is today.

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3yr ago

This is a fantastic template to help agencies. It's well structured, easy to use and will definitely help you get more organised! Definitely recommended.

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3yr ago

Maker

@andygaught thank you Andy! I appreciate the positive feedback!

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3yr ago

Great looking product!

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3yr ago

Maker

@pastanick thank you Nick! I appreciate it!

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3yr ago

Ultimate Etsy Guide for Digital Products

Congrats on the launch Sam!

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3yr ago

Maker

@jordilabs thank you Jordi!!

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3yr ago

Congrats on the launch @sambird

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3yr ago

Maker

@chape thank you David!!

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3yr ago

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