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Agency Templates

Revolutionize your agency's workflow with Notion's Agency templates. Manage client projects, track creative processes, and streamline operations. Tailored for marketing, creative, and consulting agencies aiming to deliver exceptional results with optimal organization.

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Agency

Boost your sales process with Notion's Sales templates. Track leads, manage customer relationships, and close deals more effectively. Designed for sales professionals and teams committed to achieving their targets and driving growth.

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Sales

Streamline your customer relationships with Notion's CRM templates. Perfectly designed for lead tracking to deal closure, customize your sales pipeline management to meet your unique business needs. Enhance your sales strategy and close more deals with an organized, efficient CRM system.

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Curated for optimal efficiency and collaboration in the workspace

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Work

Start the semester off right

Tailored for students and their needs to achieve academic success

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School

Embrace a more organized, productive, and fulfilled lifestyle

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Life

A simple, all-in-one content management system to help plan ideas, track progress, schedule posts, and build a content archive on all social media platforms that grows with your brand.

Content Management System

Track project time and generate accurate service prices for fair compensation.

Hourly-Rate Calculator

Organize and access important resources and references.

Subscription Tracker

Store employee information for easy workforce management.

Team Directory

Contacts Directory

Streamline your online research and resource management with our Notion template. Save web content, articles, links, and resources effortlessly in one organized space. Stay focused and productive by easily accessing and categorizing your saved content.

Bookmark - Ultimate Resource Library

Avatar is a customer research tool that helps businesses identify and understand their ideal customers by analyzing pain points, market characteristics, and customer demographics to create targeted products and marketing strategies.

Avatar - Find your Ideal Customer Profile (ICP)

Pipeline (Lite)

Centralize your Standard Operating Procedures for easy access and consistency.

SOPs Directory

Plan, script, and schedule content in one place.

Content Planner

Lead Tracker

Manage client communication and project updates.

Client Portal Directory

Income Tracker

Monitor objectives, platforms, campaign types, investments, conversions, and ROAS to optimize marketing strategy.

Ad Campaign Tracker

Track the status and completion percentage of your projects for better resource and deadline management.

Projects Manager

Expense Tracker

Monitor and manage your sales activities and pipelines.

Outbound Sales Pipeline

Track task completion time to manage productivity and improve efficiency.

Time Tracker

Automatically determine the effectiveness of your marketing efforts.

Ecommerce Product Manager

Protocol is a task and project management system built for creative freelancers. Track time, manage projects, organize SOPs, and stay focused on what matters—so you can work smarter, not harder. No more scattered files or missed steps—just real progress.

Protocol

Index is a customer success system built in Notion. Capture product ideas, track development, manage support tickets, collect feedback, and monitor customer satisfaction — all in one organized workspace. Perfect for builders who want to grow smarter.

Index

The Offboarding Playbook is a comprehensive database that enables clients to easily access and implement SOPs for project changes. It provides a structured, easy-to-follow system to ensure smooth transitions when a project concludes or needs adjustments.

Offboarding Playbook

Stop wasting time chasing clients and finally gain the freedom to reject cheap clients without fear. The Pipeline Dashboard is the perfect CRM for creative entrepreneurs looking to provide a premium service to high-paying clients.

Pipeline

Helps individuals make the most out of their hard-earned money while treating themselves but without overspending their money.

Payments - Finance Manager for Business

A comprehensive client management system designed to streamline your processes entirely and close your dream clients with ease, taking your agency to unprecedented heights.

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