The ULTIMATE Notion Template for Agencies

The easiest way to manage your agency business in Notion 💸

Organize every aspect of your business with a template created by the Co-Founder of a 6 figure agency. This kit gives you a sleek workspace built with dozens of automations to help set you up for success while managing many clients at once.

What's Included 👇

- Intuitive home dashboard
- Sales CRM
- Project manager
- Task manager
- Client onboarding flow
- Finance tracker
- Outreach & contact management
- Meeting tracker
- Notes database
- Asset library
- Shareable invoices
- Internal task tracker
- Team & contractor management
- Business resources
- Efficiency automations for every page

Time Stamps ⏰
0:00 : The problem with most agency side hustles
0:47 : Notion template dashboard overview
1:04 : Sales CRM
1:25 : Projects, tasks & client onboarding
2:51 : Track income, expenses & payouts
3:49 : Create & track company objectives (OKRs)
4:24 : Manage team members & contractors
4:46 : Store client contacts
5:16 : Create & share notes
5:32 : Business resources for agencies
5:55 : Template available now

[manuelsebastiansmith]

I have been using this template for a few months now for my business and personal life and highly recommend it👍

[Lauravanheeswijk]

This is something that I need for my advertising agency! Thank a lot for the video! 😀

[khrizzaragoza]

I am new to notion. I've been looking for a CRM that would work for me and paid multiple LTD and subscriptions, but nothing comes to this. So far, I'm liking what I am seeing.
I have a few questions though:

1. Will this work for my SEO/Pinterest agency?
2. I'm using the Free subscription for Notion atm, and was wondering if I can use this template on a free account.

[agentautopilot]

Just bought it. Looks awesome! You mentioned that there was a Youtube video embedded to explain the templates. I haven't found anything like that. What is the URL to the YT that explains it to someone that has purchased?

[SYSTOLK]

This one is perfect using this stunning output. Can you please explain the team section?
If I assign a task to a person will he receive a notification?
What will be his restricted view?
Can he edit only the assigned area?

[andreatorrano]

Thanks Matt, the template is great and so useful. I have one question, is it possibile to add a Gantt to each project, including not only tasks but also appointments as internal checks, presentationt to the client etc? I see I can transform the tasks view in a timeline, but that would not include meetings as they are not tasks. What is your suggestion? Thank you, I appreciate!

[cosgamer_]

Hey Matt, purchased your template. Would love to see one quick simulation from start to finish on a demo client.

[arqiab]

Would it be able to make a clients log in to notion were they only see the part I want them to see?

[OddOpsConsulting]

Hey Matt, like what you've built here. I've approached this for my clients in a similar way. The main thing my clients are struggling with are granular database permissions - does this template address the challenges of having master databases for different clients?

[avoiceforthevoiceless]

Was excited about getting the Entrepreneur Bundle, but this seems designed more for coaches, and not so much for small businesses? Or would this template work for ecommerce? Thanks! :)

[arneltorogi]

Love your notion tempalte bro, can you make more tutorials on how to onboard multiple clients also assign team members for it.Thanks and Godbless.

[legacydesignsca]

do you update this on a regular basis as part of the purchase? it's exactly what I need.

[Kevin_Varno_Coaching]

Well worth the money! Thank you Matt!

Question for ya, I love the the "Client Portal" feature that generates for each new project. I've made a bunch of edits to it to fit my business and I want my edited version to be the default for all new projects. Can't figure out how to set my template as the default, any tips?

[YatishGurrala]

Have Question for anyone who bought it or to Matt does the projects and tasks either for the clients or internal agency tasks has Sprint field ?

[StephanAndersBPAkademie]

I'm new in Notion. My team is not communicating in english. Can I transfer the template into german?

[luissevilla]

Hello, great work! Is there a "client portal" associated with the template? I also need the client to have a "project folder" to upload graphics, content, documents, and communication with the client in Notion.

[AkeemOsborne]

Hi,

Want to purchase but i have some questions, can you edit/ customise this after purchase, also if you have different services, can you add the service with the relevant tasks for that service. Then adding the clients for service delivery?

For example:

Web design with the following tasks

Advertising with the following tasks

Thanks

[saturnmedia]

Is there an option for when you add a new project, it pre-populates with tasks I add that are required for an entire project life cycle?

[negatron]

Bro!! this is excellent. Do you also have a template for self productivity like Second brain, etc?

[ChrisRamasola]

Can we add members / contractors to the project. Even if they are not users of notion. Just a way to check how much we are paying certain contractors?