Agency Kit (Notion Template)
Manage and grow your agency business
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 for your marketing, creative or consulting agency.
Trusted by 150+ Agencies 🎉
The only agency management system you need
The Agency Kit is the perfect choice for any marketing, creative or growth agency looking to streamline and manage their business. This Notion template provides all the tools you need to keep track of projects, tasks, clients, finances, assets, notes, calendar items, goals and more. It's designed to help you stay organized and on top of everything you need to run your business efficiently. With the Agency Kit, you'll be able to make sure you never miss an important task or deadline.
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.
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 150+ 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.
- 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
Frequently Asked Questions
- What is Notion?
Notion is a free project management and note-taking software that offers an unparalleled level of customization. You can download it here.
- Can I become an affiliate?
Absolutely, click here to sign up.
- Do you offer custom Notion solutions for businesses or individuals?
I do. Feel free to send me an email at email@example.com with what you have in mind!