Hey guys! I recently updated Ultimate Agency Dashboard and now you can get leads added to your pipeline directly from Calendly, Track Stripe Payments, Receive Client Feedback and Manage your teams! Here's the link to the new video going over all the updates! ruclips.net/video/rGWcroh0BjA/видео.htmlsi=uHhFF9uB8drnFdw6
Yes! Efficient financial management is crucial to the growth of your business, especially in the early stages when you don’t have an accountant to do it for you
Phenomenal work Jay! How does the Client Portal then look like when the client is onboarded and therefore the welcome message and checkboxes are no longer relevant?
@@jaydeclassified In your Agency Dashboard, where do you for each client write down e.g. ideas for new initiatives, copywriting going to be used, learnings or just general notes for the ads?
is there a way to get the template with customized option? I really like the template and think it's awesome. I personally just don't use calendly or stripe. If it's possible to get the template without those features but with the customized option, I am ready to purchase @@jaydeclassified
Of course you can! The customization option refers to purchasing the dashboard with additional features you would like me to add to the system for you so you don't have to do anything yourself. If you want to add custom features to the dashboard yourself, you can definitely do so as long as you know what you're doing. That's why I offer that 3rd option because often times people hire me to add more features to the dashboard, modify their current Notion system, or create a completely custom dashboard for their unique business needs. If you want to customize the dashboard yourself, then opt for the "Standard Dashboard" version. This version of the dashboard does not include the calendly / stripe integration. However, do keep in mind this version does not include Client Feedback Tracking either. If accepting client feedback is of importance to your business, then opting for the middle option is the best choice regardless if you use calendly / stripe or not. If you do opt for this version of the dashboard, then you will have the option to use Calendly & Stripe in the future (which I highly recommend anyway). Hope this helps!
This is how I efficiently manage my marketing agency using Notion with the Ultimate Agency Dashboard Notion template. In this video, I dive into the power of Notion and how it transforms my agency's workflow, making it easier than ever to stay organized and productive. I keep my pipeline full and never miss out on valuable leads with the sales pipeline included in the CRM page. All my clients have a smooth onboarding experience while also providing them their own personalized client portal, featuring an intuitive content planner, product management system that calculates the ROAS of all of their products, databases to effortlessly brainstorm high-converting offers (with the power of AI now it's been insane), and a place to share analytic reports to measure the success of my marketing efforts, eliminating the hassle of back-and-forth emails. On top of all of that, I use Ultimate Agency Dashboard to track my income, expenses, bank account balances, and my credit card utilization rate. I completely streamlined my marketing agency's workflow entirely in Notion, which has allowed me to optimize my productivity and streamline operations so I can work on my business instead of in it and you can do it too. Download it here: 👉 streamlinedsystems.io/premium-products/ultimate-agency-dashboard
My customers tell me otherwise. They say it's at a fair price point compared to what my system has done for their business. I am working on a less advanced version for beginners though. Will be launching it soon.
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Hey guys! I recently updated Ultimate Agency Dashboard and now you can get leads added to your pipeline directly from Calendly, Track Stripe Payments, Receive Client Feedback and Manage your teams!
Here's the link to the new video going over all the updates! ruclips.net/video/rGWcroh0BjA/видео.htmlsi=uHhFF9uB8drnFdw6
Amazing video this is going to help me so much, thank you 👏🏼
Nice!
ty
damn the finance is so comprehensive
Yes! Efficient financial management is crucial to the growth of your business, especially in the early stages when you don’t have an accountant to do it for you
does it shows on your analytics where country i am now?
I'm not sure what you mean by this?@@chedrickmaghanoy5567
Love it
Thank you Hayden! Much love
Phenomenal work Jay!
How does the Client Portal then look like when the client is onboarded and therefore the welcome message and checkboxes are no longer relevant?
Thank you! I just delete it hahaha!
@@jaydeclassified Hahaha okay
@@jaydeclassified In your Agency Dashboard, where do you for each client write down e.g. ideas for new initiatives, copywriting going to be used, learnings or just general notes for the ads?
@@thorbunde8981 inside their client portal
@@jaydeclassified Okay, but inside what category under the Directory would you?
Would like to see the formulas you have used to build this. Especially in finance area. Great vid
The most complex formulas I've created to a point I confuse myself when going over it. 😅
Thanks for the feedback!
This is amazing
Thank you Jose! What part of the Ultimate Agency Dashboard would you say (truthfully) is your favorite part?
BTW, just checked out your content. You've got great stuff brother!
@@jaydeclassified let’s just say that I went ahead and created my dashboard after watching this video
@@JoseRosado Awesome!
was considering the standard notion template. Can you clarify what it means to not have customized option? Thanks!
Hey! The customized option is for people who want to add additional features to the dashboard
is there a way to get the template with customized option? I really like the template and think it's awesome. I personally just don't use calendly or stripe. If it's possible to get the template without those features but with the customized option, I am ready to purchase @@jaydeclassified
Of course you can! The customization option refers to purchasing the dashboard with additional features you would like me to add to the system for you so you don't have to do anything yourself.
If you want to add custom features to the dashboard yourself, you can definitely do so as long as you know what you're doing.
That's why I offer that 3rd option because often times people hire me to add more features to the dashboard, modify their current Notion system, or create a completely custom dashboard for their unique business needs.
If you want to customize the dashboard yourself, then opt for the "Standard Dashboard" version. This version of the dashboard does not include the calendly / stripe integration. However, do keep in mind this version does not include Client Feedback Tracking either.
If accepting client feedback is of importance to your business, then opting for the middle option is the best choice regardless if you use calendly / stripe or not. If you do opt for this version of the dashboard, then you will have the option to use Calendly & Stripe in the future (which I highly recommend anyway).
Hope this helps!
Definitely does! Appreciate the response!
@@ojtimes3 Sure thing!
This is how I efficiently manage my marketing agency using Notion with the Ultimate Agency Dashboard Notion template. In this video, I dive into the power of Notion and how it transforms my agency's workflow, making it easier than ever to stay organized and productive. I keep my pipeline full and never miss out on valuable leads with the sales pipeline included in the CRM page. All my clients have a smooth onboarding experience while also providing them their own personalized client portal, featuring an intuitive content planner, product management system that calculates the ROAS of all of their products, databases to effortlessly brainstorm high-converting offers (with the power of AI now it's been insane), and a place to share analytic reports to measure the success of my marketing efforts, eliminating the hassle of back-and-forth emails. On top of all of that, I use Ultimate Agency Dashboard to track my income, expenses, bank account balances, and my credit card utilization rate.
I completely streamlined my marketing agency's workflow entirely in Notion, which has allowed me to optimize my productivity and streamline operations so I can work on my business instead of in it and you can do it too.
Download it here: 👉 streamlinedsystems.io/premium-products/ultimate-agency-dashboard
Link to the template doesnt work
Just fixed it.
This is too affordable, atleast charge double of it.
Maybe in the future 🫣
you're price must be a joke hahah
you set the bar too high for a CRM price, even CRM doesn't charge you with this huge amount of money....
My customers tell me otherwise. They say it's at a fair price point compared to what my system has done for their business. I am working on a less advanced version for beginners though. Will be launching it soon.