The Agency Tool Kit | Creative Agencies | Teams, Clients, Designers

Running an agency often feels like a juggling act, with multiple plates spinning simultaneously. From the day-to-day operations, such as meetings and onboarding new team members, to managing various client projects with unique goals, workflows, and requirements, it can be challenging to maintain harmony.

To meet deadlines and deliver exceptional work, your team needs a streamlined and organized system. Without it, valuable time is wasted searching for information instead of focusing on the creative tasks they excel at.

Enter Notion—a comprehensive solution that provides a central hub for organizing both internal and client-facing work. With Notion, you can seamlessly manage team processes and project specifications, creating a unified workspace that fosters collaboration among teammates and ensures clients are involved throughout the project lifecycle.

Allow us to guide you through setting up a Notion workspace that brings your entire agency together and keeps clients in the loop as projects progress. Experience the benefits of enhanced organization and improved collaboration that will propel your agency's success.

Let's unlock the full potential of your agency with Notion!

It is also easily accessible from a phone, laptop, or tablet.

♡ WHAT YOU GET ♡

Internal

- Strategy (worth $25)

- Objectives (worth $15)

- Marketing (worth $25)

- Help Tools (worth $10)

Client Portal (worth $100)

- Pre-Onboarding: Discovery Call Questions + Notes, Competitor Analysis

- Onboarding Steps:

1) Start Here

2) Contract

3) Invoices

4) Questionnaire

5) Brand assets -> Brand strategy, Brand guidelines (logo's, colours, tone & voice etc), Brand story, ad Integration

6) Communication schedule

7) Strategy call

- Client Portal

1) Meeting & Notes

2) Briefings

3) Project Timeline

4) Tasks

5) Passwords

6) Final Content

7) Terms & Privacy

Team Portal

- Team portal (worth $80)

- Inc. Team onboarding templates, Contracts, To-Do's

- Files & docs

- Team Mini Course

Productivity

- Projects (worth $40)

- Docs (worth $10)

Creative Agency / Editing Project

- Editing Dashboard (worth $40)

♡ WHAT YOU NEED TO DO ♡

✔️Get Your Hands on This Template: Purchase and Download the PDF

✔️Access the Template by Following the Embedded Link on the Second Page

✔️Start Utilizing and Editing the Template by Creating a FREE Notion Account or Signing In

✔️Import the Template into Your Notion Workspace by Clicking 'Duplicate' in the Top Right Corner

✔️Make It Your Own: Personalize the Template by Customizing Colors and Images to Suit Your Preferences

✨ REFUNDS AND EXCHANGES: Important Information ✨

Please note that all sales of our digital download products are final. We kindly ask you to carefully review all product details before making a purchase. If you have any questions about a listing, I am here to assist you prior to your purchase. In the rare event of dissatisfaction, please reach out, and I'll be more than happy to provide assistance!

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Terms of Use: By purchasing this item, you agree to the terms of use, which include, but are not limited to, the following: The files may not be shared, sold, or used to create derivative works without prior authorization.

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