Get AgencyHQ template here: www.workflowlab.co/agencyhq (and use code UPGRADE25 to get 50% off)!
Discover how to streamline your agency operations with the ultimate Notion setup! In this video, we'll walk you through the perfect Notion template designed for agencies, covering everything from client management to scaling your business efficiently. Whether you're looking to systematize your workflows, improve team collaboration, or manage finances, this video is packed with actionable tips and demos to help you create an all-in-one agency hub. Don't miss out on learning how to take your agency to the next level with Notion!
NOTION TEMPLATES:
🖥️ AgencyHQ: www.workflowlab.co/agencyhq
⚙️ Systematize Your Agency (mini-course): sambird.gumroad.com/l/gymop
🌀 Client Portal: sambird.gumroad.com/l/bzcrq
📚 Company Wiki: sambird.gumroad.com/l/hmdhu
💰 CRM (Client Relation Manager): sambird.gumroad.com/l/lijbz
🤝🏻 Meeting Notes: sambird.gumroad.com/l/dpnhx
RECOMMENDED TOOLS:
🖥️ Notion (Obviously): affiliate.notion.so/agh85z9d6mdz
🤖 Make: www.make.com/en/register?pc=sambird
🧲 Smart Lead: smartlead.ai/?via=sam-bird
📧 AnyMailFinder: anymailfinder.com/?via=sam
⬆️ GoHighLevel: www.gohighlevel.com/?fp_ref=rra08
🪰 FireFlies.Ai: fireflies.ai/?fpr=sam97
👻 PhantomBuster: www.phantombuster.com/?deal=sam43
🚀 Apollo: get.apollo.io/tmzpdazb531g
⚡️ Instantly: instantly.ai/?via=sam-bird
🖥️ WebFlow: try.webflow.com/nzybrxj1mwai
▶️ Fathom: fathom.partnerlinks.io/y1o3lj10rctm
🔁 Relay: relay.app/?via=sam
📞 Close: refer.close.com/ko4mhlp7uddw
🐼 PandaDoc: pandadoc.partnerlinks.io/xofjlxdc579r
✅ ClickUp: clickup.pxf.io/Y955Mm
💜 Senja: www.senja.io/?via=sam48
INTERESTED IN BECOMING A NOTION CONSULTANT?
🎓 Notion Consultant Course: sambirdco--notionology.thrivecart.com/notion-consultants-course/
WATCH NEXT:
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WHO AM I?
If we haven’t met before - Hey 👋🏻 I’m Sam, a certified Notion consultant and process expert. For the past 3 years I’ve been helping 60+ agency owners scale their businesses through systematisation. On this channel, I share the tips, insights and techniques to help you do the same!
📲 CONTACT:
Website: www.workflowlab.co/
Twitter/X: samcliffbird
LinkedIn: www.linkedin.com/in/samcliffbird/
⏱️ TIMESTAMPS:
00:00:00 Intro
00:01:59 Content Manager
00:08:45 Deals
00:17:22 Clients
00:32:17 Hiring
00:38:31 Management
00:41:48 Finance
00:46:23 Agency OS
01:02:22 Everything Dashboard