Marketing Agency OS
About this template
Why Agencies Choose MARKETING AGENCY OS
Marketing Agency OS offers instant setup, getting agencies running in minutes with a comprehensive quick-start guide. It's a complete solution, with 15 powerful dashboard pages covering every aspect of an agency's operations. The scalable design grows seamlessly with agencies, from 1 to 100+ team members. The intuitive interface is built on the familiar Notion platform, with zero learning curve. Agencies also get lifetime support access to 25+ FAQ/Wiki pages and ongoing technical assistance. It's a cost-effective solution that works perfectly with Notion's free plan.
Built for Modern Marketing Agencies
Whether managing a small creative team or a full-service digital agency, MARKETING AGENCY OS adapts to the agency's needs. The system helps eliminate workflow bottlenecks, store and organize content/campaigns/projects, boost team productivity, improve client satisfaction, scale operations efficiently, track key performance metrics, streamline communication, and enhance the use of AI.
Transform How You Manage Clients & Teams
The template includes a customizable Client Portal System that transforms client relationships with organized, accessible information. It stores and tracks essential KPIs, performance metrics, marketing performance, client reviews, media, resources, assets, campaign objectives, timelines, tasks, and more. The system also offers complete team management capabilities, including employee/contractor organization, goal-setting, feedback, training, and recruitment pipeline management.
Master Your Agency Operations
The template provides powerful project management features to transform how agencies deliver client work. It includes visual workflows, clear deadlines and milestones, one-click task delegation, real-time progress tracking, and the ability to manage multiple client projects simultaneously. It also simplifies campaign management, content organization, time tracking, financial management, strategic goal planning, and calendar integration.
Scale Your Agency Growth
MARKETING AGENCY OS offers a complete marketing command center to drive agency growth, including campaign planning/execution, social media content calendars, lead magnets, growth strategy tracking, and marketing performance measurement. It also includes intelligent lead management capabilities to convert more prospects into clients.
Built for Seamless Operations
The template provides a central knowledge hub to keep an agency's wisdom accessible, including best practices, templates, SOPs, FAQs, and critical information. It also enables instant implementation, with 25+ pages of detailed wiki resources, step-by-step setup instructions, workflow optimization tips, and integration capabilities suitable for both Notion experts and beginners. Agencies can also fully customize the template to match their brand.