The ULTIMATE Notion Template for Agencies
Matt Bio
0:00 / 0:00
The ULTIMATE Notion Template for Agencies
57 477 просмотров · 3 г. назад
Matt Bio
5,6 тыс. подписчиков
57 477 просмотров · 3 г. назад
The easiest way to manage your agency business in Notion 💸
Get the template: https://www.themattbio.com/store/noti...
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
Task manager
Client onboarding flow
Finance tracker
Outreach & contact management
Meeting tracker
Notes database
Asset library
Shareable invoices
Internal task tracker
Team & contractor management
Business resources
Efficiency automations for every page
Need a Notion account? Sign up here for free: https://affiliate.notion.so/wbog2gb9r5vb
Follow me on twitter as I document my Notion side hustle journey: / thatsmrbio
Time Stamps ⏰
0:00 : The problem with most agency side hustles
0:47 : Notion template dashboard overview
1:04 : Sales CRM
1:25 : Projects, tasks & client onboarding
2:51 : Track income, expenses & payouts
3:49 : Create & track company objectives (OKRs)
4:24 : Manage team members & contractors
4:46 : Store client contacts
5:16 : Create & share notes
5:32 : Business resources for agencies
5:55 : Template available now