Complete Agency Management System in Notion

Client: Digital Marketing & Sales Agency Platform: Notion Project Type: Full Workspace Build | Custom Systems | Process Optimization

The agency was rapidly growing but struggling with disjointed tools and scattered workflows. Team collaboration, client management, and performance tracking lacked a unified system, making it difficult to scale efficiently. They needed a centralized solution to manage everything—from lead gen and sales to onboarding and internal operations.

I designed and implemented a custom Notion-based Agency Operating System—a fully integrated workspace to bring clarity, structure, and automation to their business.

1. Agency Operations Hub

A central dashboard to oversee task management, team processes, and growth systems—all designed with scale in mind.

2. Lead Generation & Marketing Tracker

A dedicated space to monitor authority funnels, outbound marketing campaigns, and performance metrics for all lead-gen efforts.

3. Sales & Appointment System

Custom CRM-style database to manage lead stages, schedule sales calls, and track conversions—with built-in automation and reminders.

4. Client Onboarding Workflow

Streamlined onboarding using centralized intake forms, automated task assignments, and project status tracking to improve the client experience.

5. Client Management OS

A single source of truth for each client: track project wins, communication, satisfaction scores (like NPS), and feedback loops.

6. Team Infrastructure

Role-specific SOPs, hiring pipeline, and onboarding checklist system to support a growing team and ensure consistency.

7. Financial Dashboard

A simple, real-time financial tracker for revenue, payments, and key performance indicators—removing the need for spreadsheets.

8. Branding & Content Hub

A content planning space with calendars, brainstorm areas, and campaign tracking to align the marketing team.

Reduced reliance on scattered tools and documents

Improved internal communication and accountability

Clear visibility into sales performance and client satisfaction

A scalable system the entire team could confidently use every day