Type
System
Price
0
Tags
AgencyOperations
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A simple, lightweight agency operating system to organize your projects, tasks, clients, and team—all in one place.
What It Is:
A Notion-based system built for agencies and small businesses to manage projects, tasks, clients, and documentation—without the clutter. from 
How to Scale Your Agency in Notion (Lean & Optimized) + Free Template
Why It Exists:
I built this because most agency tools are bloated and overly complicated. This is the system I personally use to manage projects, clients, and team operations—clean, simple, and effective.
What You’ll Get:
- A full agency dashboard for tracking projects, tasks, clients, and leads
- Simple task management with priority levels and auto-archiving
- Built-in client & lead dashboards for quick, focused work
- Project and task boards, timelines, and reports to stay organized
- A knowledge base for internal documents, SOPs, and resources
- Easy-to-use CRM for managing contacts and client work
- Automation-ready structures for scaling as your agency grows