How I Run & Manage my Business with Notion in 2024

This is how I efficiently manage my marketing agency using Notion with the Ultimate Agency Dashboard Notion template. In this video, I dive into the power of Notion and how it transforms my agency's workflow, making it easier than ever to stay organized and productive. I keep my pipeline full and never miss out on valuable leads with the sales pipeline included in the CRM page. All my clients have a smooth onboarding experience while also providing them their own personalized client portal, featuring an intuitive content planner, product management system that calculates the ROAS of all of their products, databases to effortlessly brainstorm high-converting offers (with the power of AI now it's been insane), and a place to share analytic reports to measure the success of my marketing efforts, eliminating the hassle of back-and-forth emails. On top of all of that, I use Ultimate Agency Dashboard to track my income, expenses, bank account balances, and my credit card utilization rate.

I completely streamlined my marketing agency's workflow entirely in Notion, which has allowed me to optimize my productivity and streamline operations so I can work on my business instead of in it and you can do it too.

Follow the Journey:

[imjayluciano]

Hey guys! I recently updated Ultimate Agency Dashboard and now you can get leads added to your pipeline directly from Calendly, Track Stripe Payments, Receive Client Feedback and Manage your teams!

[linkmediauk]

Amazing video this is going to help me so much, thank you 👏🏼

[FeedbackEntertainment]

Would like to see the formulas you have used to build this. Especially in finance area. Great vid

[thorbunde]

Phenomenal work Jay!
How does the Client Portal then look like when the client is onboarded and therefore the welcome message and checkboxes are no longer relevant?

[ojtimes]

was considering the standard notion template. Can you clarify what it means to not have customized option? Thanks!

[imjayluciano]

This is how I efficiently manage my marketing agency using Notion with the Ultimate Agency Dashboard Notion template. In this video, I dive into the power of Notion and how it transforms my agency's workflow, making it easier than ever to stay organized and productive. I keep my pipeline full and never miss out on valuable leads with the sales pipeline included in the CRM page. All my clients have a smooth onboarding experience while also providing them their own personalized client portal, featuring an intuitive content planner, product management system that calculates the ROAS of all of their products, databases to effortlessly brainstorm high-converting offers (with the power of AI now it's been insane), and a place to share analytic reports to measure the success of my marketing efforts, eliminating the hassle of back-and-forth emails. On top of all of that, I use Ultimate Agency Dashboard to track my income, expenses, bank account balances, and my credit card utilization rate.

I completely streamlined my marketing agency's workflow entirely in Notion, which has allowed me to optimize my productivity and streamline operations so I can work on my business instead of in it and you can do it too.

[waldenschmid]

This is too affordable, atleast charge double of it.

[Jelle_C]

you're price must be a joke hahah

[NrQuran]

you set the bar too high for a CRM price, even CRM doesn't charge you with this huge amount of money....