How We Use Notion As An Agency

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We run the whole entire agency from Notion and Slack (with a dash of Google Sheets thrown in).

Planning, meeting agendas, KPIs, initiatives, databases, content, scheduling, etc etc — that’s all done in Notion.

Our wonderful ops manager, Lisa, handles most of it…

But there are a few hidden tricks I’ll wager you don’t know about.

So, I shot a video of how we use Notion as an agency.

And if you’re using an expensive project management software — or no management software at all — I’m betting you can create significant improvements by doing away with that and just using Notion.

[iamjagold]

This is AWESOME. There's so many videos about Notion for all types of use cases, but I haven't found anything that resembles the level of business complexity and robust tracking that is applicable to me and what type of business I am creating. You're really helps me see a lot more capabilities in Notion. I hope you've got more Notion videos that are slower and dive more deeply in to this system, as I'm taking notes and building out my platform right now.

[RachidElagzi]

This is very helpful. basically, a successful business requires a well-optimized work process and operation. thanks again.

[nimCreative]

My agency has used a bunch of software in the past. This year I will be looking more into Notion. Thanks for this video. Super helpful to get another agency owners take on things.

[IArkProject]

As a beginning project manager whos just re entering they professional world, and is just now learning Notion, this was incredibly helpful and useful. Thank you so much for this video, I'm really looking forward to more in depth views like this. If you could really get into the weeds and have some of your employees take us through the process of how they build out some of these amazing features, or if you could share a template, that would be amazing as well.
Subscribed!

[lisatalkslocal]

Love this video! Only issue was the constant switching back and forth to the text slide was killing me. LOL Like you, i've tried ALL the apps but Notion is what i've stuck with. Definitely pulling some things from your video to incorporate in my setup. Thx!!

[bennieburger]

That was such a quick run through of a comprehensive overview of using Notion. Thank you for producing this video. Just goes to show - You don;t REALLY have to post super long videos to get into the details of something like this.

[pandaosa]

I love Notion! I'd love some video tutorials on how you created your button Notion system.

[brayanpena]

This is awesome!!!! Long tiene waiting for this, would love more of this Greg!

[LiveInSteamboatSprings]

Your usage of Notion is phenomenal. Great video!

[TheVibeExpedition]

top level dashboard for sales and marketing productivity, and how data get real time input or feed into notion to update it without manually doing so

[JoseHernandez-soot]

Thanks for the great video and for the info.

[TylerBasu]

Great video Greg! You've convinced me to make the switch to Notion =)

[joyalice.titkok]

Really useful, thank you so much for sharing this!!! Really appreciate!!! Love from Vietnam 🇻🇳

[davmuz]

Super! My Notion setup is similar. I have a home for each department (sales, operations, marketing, finance, administration) and a dashboard for each major role (sales, project manager, accountant, developer).

[jerodjax]

I'd love a deeper dive into some of this. I know as an agency you don't neesesarly want to show all your processes/SOP's and stuff but maybe a duplicated version with generic content or placeholders. I'd even love this as a template which people could duplicate. In the process of really getting my company on notion and trying to figure out the best way to track KPI's on there

[bexheth]

Great video, very useful overview and inspiring how to get organized better. Would love to see the content calendar, sales and marketing sections in more detail.

[meganlarkins]

Just used this to replicate a ton of pages in my own notion dashboard. I came across this upon doing research looking to build out a notion dashboard to fit my agency needs, and this was epic. Had to leave a review and ask if I could credit you for this? As I feel like I just robbed your agency of this bomb setup!!

[anthonycalvetto]

This was a great video me as a new business owner. I would love for you to explain how to set up Notion because it looks like a lot to set up and a lot to be confused on.

[watchuslead]

Thanks for the video. I'd love to see how you've reduced down slack channels with your use of Notion.

[marketinghaque]

Y-O-U 🙂 S-A-V-E-D 🙂 M-E

I was tired of trying all different apps.

None of them were fully completed, Notion integrates where they lack.

BIG THANKS 🤝