A Notion Template Purpose Built For 6 & 7-Figure Agencies
A Notion Template Purpose Built For
6 & 7-Figure Agencies
Everything you need to manage your clients, projects, team, onboarding and more.
Easily onboard & manage all clients in in the pre-configured CRM. Store all pertinent information in one place, track ongoing tasks, document call notes, and much more.
Turn your onboarding questions into custom CRM fields.
Get a quick look at all outstanding tasks & their status.
Use checkboxes to trigger onboarding automations.
Easily onboard & manage all clients in in the pre-configured CRM. Store all pertinent information in one place, track ongoing tasks, document call notes, and much more.
Turn your onboarding questions into custom CRM fields
Get a quick look at all outstanding tasks & their status
Use checkboxes to trigger onboarding automations
Manage projects for each client, assign multiple team members, track your hours and communicate internally about each task.
Assign team members, due dates and task priority.
Track your hours to ensure profitable delivery.
View in board, calendar or timeline to visualize your workload.
Manage projects for each client, assign multiple team members, track your hours and communicate internally about each task.
Assign team members, due dates and task priority
Track your hours to ensure profitable delivery
View in board, calendar or timeline to visualize your workload
Form partnerships, track client referrals and manage payments, all in one place.
Organize all your Standard Operating Procedures, categorized by date & company role.
Track which softwares you use most often, along with login credentials & MFA codes.
List your staff, their salaries, employment type, position in the company, access points, and more.
See who's away, manage time-off requests, and optionally make visible to your clients.
Link your Mirro account to quickly see your companies organization chart.
Attract clients with our most popular pre-built, white-label ready lead magnets. Equiped with powerful ROI calculators, a Meta ads course, Canva email templates and more.
Track ad revenue, email conversions & website CRO.
For internal training, free tools, or paid intro offers.
50 of the highest converting ecommerce email templates.
Attract clients with our most popular pre-built, white-label ready lead magnets. Equiped with powerful ROI calculators, a Meta ads course, Canva email templates and more.
Track ad revenue, email conversions & website CRO
For internal training, free tools, or paid intro offers
50 of the highest converting ecommerce email templates
Form partnerships, track client referrals & manage payments, all in one place.
Organize all your Standard Operating Procedures, categorized by date & company role.
Track which softwares you use most often, along with login credentials & MFA codes.
List your staff, their salaries, employment type, position in the company, access points, and more.
This template allowed me to hire a COO and put my agency on autopilot. I'm now completely removed from my agency and building a SaaS.
Ross Fledderjohn
This type of organization made it a lot easier for us to acquire an agency. Everything was ready for us to take over.
Steven Sauder
Scaling an agency really means growing your team systemizing client acquisition. This template made it easier to do that.
Sam Saifi
Manage your personal brand in the most streamlined way. Break up content based on media type or platform, organize your GPT prompts & integrate with any scheduling platform via Zapier.
Use one master folder, or break up content by platform.
Set content publish dates and CTA's for each piece of content.
Jot down your most powerful Chat GPT prompts.
Manage your personal brand in the most streamlined way. Break up content based on media type or platform, organize your GPT prompts & integrate with any scheduling platform via Zapier.
Use one master folder, or break up content by platform.
Set content publish dates and CTA's for each piece of content.
Jot down your most powerful Chat GPT prompts.
Use one content folder for streamlined creation with "check to publish" integration capabilities via Zapier
Easily turn your YouTube video transcription into Twitter, X & LinkedIn posts with our pre-built prompts.
Use the YouTube & Shorts canban pages to plan out your long & short form content.
Plan out Twitter, X & LinkedIn posts using different canban pages mixed with Chat GPT prompts
