agency
business
Notion Agency Kit
Run your agency in one Notion workspace. CRM, project manager, invoicing, and client onboarding built in. Trusted by 1,400+ agencies.
Manage and grow your business with the #1 Notion solution for marketing, creative or consulting agencies. This all-in-one template gives you a sleek workspace built with dozens of automations to help set you up for success while managing many clients at once for your marketing, creative or consulting agency.
Features:
Intuitive home dashboard
Sales CRM
Project manager
Finance tracker
Task manager
Outreach & contact management
Meeting tracker
Notes database
Asset library
Shareable invoices
Task tracker for your website
Team & contractor management
Business resources
Efficiency automations for every page
Manage projects & clients. Stay organized and get more things done with this easy-to-use Notion setup. Here you can create projects, assign tasks, set deadlines, track progress, and more. On top of that you can manage your entire sales CRM process when it comes to client outreach.
Onboard new clients in minutes: Seamlessly go from proposal to project complete. This workspace includes a pre-built 4 step process for onboarding your clients, assigning tasks, keeping them in the loop, and delivering their finished product.
Grow your social media presence. It's important that your brand establishes credibility online by growing a following. Not only does this act as a way to grow brand awareness, it can eventually act as a sales funnel for you to acquire new clients and become an authority in your industry.
Track all of your finances. Keep tabs on your income, expenses and payouts to team members or contractors. Additionally, you can create and share professional invoices for clients in minutes.
The all-in-one agency solution. Save time, stay organized and get more things done. The Agency Kit is built to scale with you as your agency grows over time.
Trusted by 1,400+ agencies. The Agency Kit has quickly become the #1 Notion solution for agencies across the world. Whether you have an existing agency or you're thinking about starting one, this is the perfect command center to help you grow.