Top 10 Free Agency Templates

Onboarding a contractor is the same as onboarding a new internal teammate — they'll need brand guidelines, product training, internal processes, and context about the actual projects they're working on.

Use this template so your contractors have a central place to find all this information. The wiki creates full transparency and allows both sides to do their best work together.

Subject: Take Control of Your Agency with Our FREE Agency OS Notion Template (Limited Time!)
Hey [Name],

Feeling overwhelmed managing your agency? Juggling tasks, projects, teams, finances, and client communication can be a nightmare.

What if you had a central hub to organize everything? Introducing our brand new Agency OS Notion Template, designed to streamline your agency workflow and boost your productivity.

Here's what you can achieve with our Agency OS:

Effortlessly manage tasks and projects: Keep track of deadlines, assign responsibilities, and collaborate with your team seamlessly.
Organize your finances: Track income, expenses, and budgets with ease.
Empower your teams: Manage team roles, schedules, and communication effectively.
Impress your clients: Deliver projects on time and exceed expectations with clear communication and resource management.
Never miss a meeting: Keep track of important meetings and deadlines with a centralized calendar.

Streamline your marketing agency's client communication and data management with our Ultimate Client Portal. This all-in-one solution consolidates tasks, projects, resources, and client interactions into a single, user-friendly platform. Designed for seamless collaboration, it enhances transparency and efficiency, allowing you to share real-time updates and essential documents effortlessly with each client. Elevate your client relationships with this innovative portal that simplifies and optimizes every interaction.

This template helps to organise incoming work from the client account management teams into a creative design team at a small design agency. Often there are competing creative deadlines across account management teams which can lead to miss management of task priorities. On this template both the management team and creative team have their own workspace which is connected together, providing a way to manage creative tasks.

Hello! This portal can be a great dashboard to share with clients and great way to deliver assets for a Web Designer, Web Developer, Graphic Designer, Social Media Managers or UX Designer. You can add links to Playbook, Google Drive, or Drobo, neatly within pages along with keeping bookmarked resources and inspo

The Client Portal is designed to optimize client relationships, improve project efficiency, and streamline administrative tasks. It empowers you to provide exceptional client experiences and boost overall productivity. With its comprehensive suite of features, the Client Portal becomes an indispensable tool for managing clients and projects in a centralized and organized manner.

Manage your customers better with our easy-to-use CRM tracker Notion template. Keep track of sales and talk to customers all in one place, helping your business grow.

The first 100% secure client portal inside of Notion. The two-part configuration gives internal teams a separate page to work on the client project whilst also allowing you to pick-and-choose what gets shared with the client.

INCLUDED: A ready-to-use template that makes the proposal writing process a flash. The integrated project timeline database creates complete synchronicity between the sales and client fulfilment team.

The Ultimate Clients CRM template provides valuable assistance to individuals, teams, and companies by simplifying the management of projects and customer relationships. It enables individuals to efficiently track and organize their tasks, communicate with clients, and stay on top of project deadlines. Teams can collaborate effectively, share project updates, assign tasks, and streamline customer interactions, leading to improved productivity and smoother project workflows. For companies, the template enhances overall customer relationship management, promotes team coordination, and fosters a more efficient and organized work environment.

The Notion Project Proposal template is perfect for any agency or freelancer that wants to acquire more clients and build their business.