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Agency Ops OS cover: 8 core pages and 5 Plus modules
Mockup: Home / Start here page
Mockup: Projects with progress and health
Mockup: Clients CRM with billed and outstanding amounts
Mockup: Team capacity and utilisation
Mockup: KPI and finance dashboard (Plus)
Mockup: Tasks board
Mockup: Invoices tracker
Mockup: Weekly review
Mockup: Proposals and contracts pipeline (Plus)
Mockup: SOP library
Mockup: Client onboarding checklist (Plus)
Mockup: Time tracking (Plus)
Mockup: Content calendar (Plus)
Planners & Trackers

Agency Ops OS: the Notion Operating System for Agencies

Clients, projects, tasks, invoices, SOPs, team capacity and a weekly review, connected in one Notion workspace. Tested formulas do the maths.

from ₹8,499

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About this product

Runs the back office of a service business from one Notion workspace. Add a client, a project and its tasks, and the rest follows: project progress and health, hours logged, money billed and owed per client, overdue invoices, and who on your team is overloaded this week. Delivered as a Notion import package (Markdown pages and CSV databases) with a step-by-step setup guide, loaded with a fictional sample studio. Preview images are illustrative mockups, not Notion screenshots. Notion is a trademark of Notion Labs, Inc.; not affiliated with or endorsed by Notion.

What's included

  • 8 pages: Home, Clients CRM, Projects, Tasks, Invoices, SOP Library (with 3 sample SOPs), Team Capacity, Weekly Review
  • 7 databases as CSVs with fictional sample data
  • FORMULAS.md: 23 formulas, each with a worked example
  • Setup guide (PDF and Markdown): import, re-link relations, paste formulas, build views and check against expected numbers
  • Plus adds 5 modules: Proposals & Contracts, Client Onboarding, Time Tracking, Content Calendar, KPI & Finance
  • Plus adds 19 more formulas (42 in total) and the matching setup steps

File formats

  • Markdown pages and CSV databases (Notion import package)
  • PDF and Markdown setup guide
  • Delivered as one ZIP

Works with

  • A Notion account on any plan, including Free
  • Desktop or web for setup; the Notion mobile app once set up
  • Chart views on the KPI page depend on your Notion plan; the table version works on every plan

Licence

Use it in one business: your own, or one client business you set it up for. Everyone who works in that workspace may use it, and you may adapt it freely. You may not resell, share or publish the files or formulas, or use one purchase for more than one business. Full terms are in LICENSE.md.

Questions

Is this a Notion duplicate link?

No. It is an import package (Markdown pages and CSV databases) with a guide that lists every relation, rollup and formula to connect, because Notion's importer does not create them.

Does it work on the free Notion plan?

Yes, on any plan. Chart views on the KPI page depend on your plan; the table version works on every plan.

Do you help with setup?

Email us a screenshot of the step you are on and we reply within 2 business days (Monday to Friday, India time). We help with import and linking issues; we do not set it up for you.

Can I upgrade from Template to Plus?

Yes. Email us and pay the difference.

How do I get my file?

Right after payment you see a Download button on the payment page. Each link works for 10 minutes, so save the file straight away. If a link expires, write to us with your order ID for a new one.

Can I get a refund?

Digital products are final sale. If a download does not work, email us within 7 days of purchase with your order ID and a short screen recording. We send a working file within 2 working days, or refund you in full if we cannot. Read the refund policy

Is anything shipped?

No. Every product is a digital download. Nothing physical is shipped.

Is the payment secure?

Payments are processed by Cashfree on its own secure checkout page.

Paid, but no download?

Write to us with the order ID shown on the payment page and we will sort it out. [email protected]

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