<aside> <img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/e127bd38-e977-4a72-b3e0-c7485a2f78c2/631b416f-14a1-48dd-ad80-4b9532cde54e/Untitled_design_(1).png" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/e127bd38-e977-4a72-b3e0-c7485a2f78c2/631b416f-14a1-48dd-ad80-4b9532cde54e/Untitled_design_(1).png" width="40px" /> Hey - Sam here! Watch the video below to get started:

https://www.loom.com/share/93d48b198bf44ac1b38d76219d865f9d?sid=ba6ae58d-b5f1-469a-b56b-175673b84099

• [ ] ← Watch this video
• [ ] Sign up to Notion Plus if you haven’t already (affiliate link)
• [ ] Watch the Notion for Agencies YouTube Video to see what this system can do!
• [ ] Watch the Intro to Notion SOP (ignore the last step)
• [ ] Read the Notion Database Architecture SOP
• [ ] Explore the template and play around with the example data (there are SOPs embedded at the top of every page)
• [ ] Publish the Shared Databases page to the web with the access level of “can comment”. (important!)
• [ ] Begin setup with the Template Onboarding Videos
• [ ] Give this template a 5⭐️ review </aside>

Agency

Template Onboarding Videos

Company Wiki

Team Directory

OKR Overview

Internal Projects

Client Projects & Portals

Task Manager

Meetings

Notes & Docs

Databases

Marketing

Marketing Dashboard

Content Dashboard

Sales

Sales Dashboard

CRM Tracker

Companies & Contacts

Sales Targets

Strategy

Strategy Dashboard

Planning Dashboard

KPIs Dashboard

Operations

Operations Dashboard

Org Chart

Services & Offers

Process Page

Human Resources

HR Dashboard

Recruitment Dashboard

People Management

Projects

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Tasks

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Personal Dashboards

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Made by Sam Bird: Consulting & Coaching | Gumroad Shop | X (formerly Twitter) | YouTube | Support Email