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Marketing Agency Dashboard OS

With over 30 pages of templates, our Marketing Agency OS has everything you need to run your agency, from project management to sales tracking to team communication. The Marketing Agency OS is designed to help you save time and increase efficiency, so you can focus on what you do best: growing your business. If you're looking for a way to give your agency a competitive edge, the Marketing Agency OS is the answer.

Introducing our Notion template for a marketing agency operating system that’s taking the industry by storm. If you’re like most marketing agencies, you’ve probably got a lot of different moving parts – from client projects to team collaboration to new business development. And keeping all of those balls in the air can be a challenge, to say the least.

But what if there was a way to streamline your agency’s operations and make your life a little easier?


Buy the marketing agency OS

What you can expect

Once you complete your order, you’ll receive a PDF with all the links to your templates to make your own copy, as well as video instructions to help you get started.

What is included

  1. Client proposal template
  2. Consulting client portal
  3. Individual campaign manager
  4. Pricing services matrix and hourly rate
  5. PR & media tracker and sales tracker for new leads
  6. Content creation master dashboard
  7. Marketing experiments and OKRs
  8. Signature offer ideas and offer upselling
  9. Team goals breakdown and individual goals
  10. Yearly review master and questionnaire

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