Ultimate Business Wiki Dashboard | CRM

Organising and structuring for a fast-growing business can be tricky, but we're here to simplify it. Introducing the 'Business Wiki Notion Dashboard', your go-to organisational tool that brings clarity to your agency's operations. It's built to support your entire team, from managing client details to streamlining internal processes.

🔍 Who's It For?
Perfect for small to medium-sized businesses, agency owners, and creative teams seeking an organised and efficient way to manage their internal resources, client information, and project records. It is perfect for design-based or creative businesses.

🌈 What's Inside?

• Internal Resources: A section where you can introduce your business & core values and gather important improvement ideas.

• Client Management: Easy access to client lists (CRM template), email templates, and briefs, ensuring client communications is smooth.

• Record Keeping: Keep tabs on weekly meetings and tasks with an integrated record system.

• Employee Hub: A space to keep useful resources like onboarding and time-off requests.

• Apps & Tools: A database of curated apps and top mockups available for your team to use. Free 85+ Free and Paid mockups list is inside for reference.

• Guides: A comprehensive library where you can upload your own file guidelines, review protocols and learning guides. Free ‘Self-check Design guideline’ included for design agencies.

💡 Why You'll Love It:

• Time-Saving: With quick access to resources and records, you’ll spend less time searching and more time creating.

• Tailored to Agencies: Every category and template is crafted with the needs of agencies in mind.

• Scalable: As your business grows, so does your Agency Wiki, making it the only Notion Dashboard you’ll ever need.

• Unique: The template is easily adjustable to accommodate to your own business needs.

• Note: some pages are empty and only provide you structure to fill it with your individual business information.