Agency OS – The Ultimate Notion Template for Creative Agencies & Freelancers

Running a creative agency or freelancing full-time?

Agency OS is your all-in-one Notion workspace built to help you manage clients, track revenue, streamline projects, and grow sustainably — without jumping between 10 different tools.

Built by an agency owner (that’s me 👋), this system is battle-tested and designed to work right out of the box. Whether you're a solo designer, developer, or a growing studio — this template adapts to you.

What's Included

Client CRM

• Track leads, active clients, and project status in one view
• Store contact details, invoices, proposal links, and onboarding documents
• Keep everything centralized to avoid losing track

Project Dashboard

• Visual kanban board for pipeline overview
• Task-level breakdown for each project
• Weekly tracking for deliverables and milestones

Revenue Tracker

• Log paid and unpaid invoices
• View monthly earnings at a glance
• Organize by payment method and status

Monthly Goals and Performance

• Set monthly revenue goals
• Automatically track progress
• Add insights, wins, and reflections at the end of each month

Client Portal

• Dedicated portal for each client
• Share project progress, files, and notes
• Keep communication clear and transparent

Bonus Templates Included

Outreach and Forms

• Cold email outreach templates
• Know your client form (Tally)
• Testimonial and feedback form
• Talent acquisition form

Onboarding Documents (Editable in Canva)

• Proposal template
• Developer contract
• Client contract
• Welcome deck
• Invoice
• Thank you note

What You Get

• A complete Notion workspace ready to duplicate and customize
• All bonus templates and forms
• Lifetime access and future updates
• A clean and scalable system to manage your agency from one place

Ideal For

• Freelancers growing into agency work
• Solo founders managing multiple clients
• Creative professionals who want better systems

Start managing your agency with clarity, not clutter.
Everything you need to scale your client work is inside Agency OS.