All-In-One Agency Workspace for Notion

Save hundreds of hours a year with a complete agency operating system that helps you reclaim your peace of mind.

Streamline, Scale, and Succeed: Your Agency's All-In-One Workspace Solution

Turning your most important business goals into a complete workspace to reach them has never been easier.

Stand on the shoulders of years of Notion experience and carefully curated agency best practices. Trusted by teams around the world, the All-In-One Agency Workspace is your complete solution for managing your entire agency.

Set up the template yourself or get one-on-one help with automations, integrations, and customizations for your own needs.

Centralize Every Client and Lead with a Simple and Streamlined CRM

No more juggling multiple tools to track leads, clients, and follow-ups — centralize your accounts in a simple-to-use CRM that includes all the information you need to move clients from lead to discovery to proposal and into an active deal.

Manage All Aspects of Client Work with One-Page Client Dashboards

When it comes to managing clients, there’s a lot to keep track of.

Take control of deals, docs, important links, projects, tasks, and resources with streamlined one-page dashboards. Filter tasks for team members, instantly check in on projects, track top-level client metrics, complete client content, and streamline task management throughout your workspace.

Track Every Deal for Every Client

Manage individual deals, timelines, and values across all clients and in aggregate for month-over-month financial tracking.

Centralize Key Client Information

Keep track of important docs, links, and contacts for every client.

Systematize Client Tasks

Break down client deliverables into individual tasks and distribute them across your team. View task workloads by team member and by client. Create filtered views for each team member to view their own tasks.

Plan, Prioritize, and Execute Client Content

Track and view the statuses, deliverables, comments, and updates for all client content. View in a calendar-based content schedule views and by status.

Systematize and Track All Your Client Content (and Your Own Too)

Your content is your calling card - don't let it get buried by your clients’ work.

Between curating content ideas, managing productions, planning content schedules, and delivering on time, keeping track of multiple clients’ content is juggling many things at once. Meanwhile, you still have your content to ideate and produce.

Execute all content, whether yours or for clients, from idea to publishing, with dedicated dashboards for managing every step and deadline.

Manage Tasks and Team Capacity

Knowing your agency’s capacity can be difficult when you can’t see whose working on what.

Create and delegate tasks across your team. Use capacity charts and dashboards to get an overview of your current team’s workload and capacity.

Make adjustments for new projects and determine when it’s time to expand your team for new opportunities.

Track and Manage Your Agency’s Finance with Ease and Peace of Mind

Track Every Invoice and Expense

Manage all your agency’s finances with a simple and easy-to-use database for invoices and expenses grouped and organized by client and by type.

Measure Your Revenue Over Time

Instantly view your agency’s revenue over time with automatically updated charts showing income breakdowns by client and cumulatively over time.

Instant Profit & Loss Calculations

Automatically calculate your agency’s profit and loss with clear line charts with monthly breakdowns and cumulative charts showing you what you’ve earned over time.

At-a-Glance Agency Income Quick Stats

View your agency’s current accounts receivable and client lifetime values with at-a-glance charts on your finance dashboard.

Hundreds of Additional Features and Capabilities for Managing Your Agency

Over Two Hours of Instructional Video Content on How to Use Your Workspace

Every Notion template includes over two hours of instructional video on how to use every database, dashboard, page, and feature of the All-In-One Agency Workspace for Notion.

Simple, Transparent Pricing Options

$47