The Agency Kit (Notion Template Guide)

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
- Finance tracker
- Outreach & contact management
- Meeting tracker
- Notes database
- Asset library
- Shareable invoices
- Task tracker for your website
- Team & contractor management
- Efficiency automations for every page

Time Stamps ⏰
0:00 : Intro
0:15 : What is Notion?
0:44 : Dashboard Overview
2:33 : Agenda
3:24 : Finance
5:02 : Objectives & Key Results
5:38 : Website
6:28 : Team
5:56 : Contacts
7:23 : Sales CRM
9:16 : Asset Library
11:12 : Notes
12:35 : Outro

[marie-evevesel]

This is a beautifully designed kit! I love how intuitive and functional it is. You obviously put a lot of thought into it. I currently don’t need this type of setup, but I will definitely get this kit if I ever get into freelance work. Awesome job!!!

[livewithjd]

Hi can we manage access of the staff to limited pages or if we dont want them have access to everything ?

[Santiagoschamb]

Just bought it. How to share some things with my team members and keep others private? For example, I don't want everyone to see the finance tab. Thanks!

[metrawhub]

Subscribed! Template purchased! But I must say, as a film maker, there are some cute editing mistakes. But that template is fire! Thank you for creating this!!

[bhedgesmedia]

I’m struggling to understand how my team can create there own worksapces

[allhoursoftheday]

Question. With the invoice section. How do you go about sending a contract to a client to get them signed up and stored within the CRM?

[dmarksdesign]

Was the "new meeting note" function removed in a recent update? I bought and downloaded the kit about a month ago and I don't see that when i try to make a new note

[MarketingTodayElboushy]

how to setup this template and where exactly, because I need it and I love it

[arqiab]

Hey Matt, I tried to reach out to you via your store but it does not work, I have questions about this template before I buy it. IS it possible to "close off" area within the template so you adress it to different persons, I have different co workers that not necessarily need to see others information ., Can I also add other templates to this template to make it even more specific in my needs?

[hablemosdebranding]

It looks great.

On the projects section, is there any option to create clients then projects and tasks? As seen in the video and screenshots, looks like there are only projects and tasks

[ShiftTheOceanMotivation]

I have an agency and discovered Notion. Now I have a hodgepodge of my client stuff. Don't want to duplicate it. How on earth shall I incorporate some fairly detailed other notion pages into your delightful agency template from Appsumo. (Which by the way are probably incorrectly categorized as I was just learning Notion by fumbling around?) Any hints?

[kmljno]

could I have the finance template please?

[aleksandarrusev]

Hey, I have a few questions:

How can I change the currency to something different from the dollar?
Can I generate invoices through the Notion template?

[kamprikorn]

love this kit bro thanks for making it. i was wondering we'd be sharing this with our client right? is there anyway to hide certain things from them? like sales crm finance tracker etc

[wegoalong]

I just purchased the template but am unable to open it in notion. Is there a support email?

[itsfuddah]

The link needs to be fixed. It's not working with me. Where can I find the template?