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How to Run a Business with Notion in 2024
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- Опубликовано: 2 авг 2024
- Download Ultimate Agency Dashboard: 👉 streamlinedsystems.io/product...
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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.
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 campaign 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.
If you want to use all features (and much more) in one place, then Ultimate Agency Dashboard is the right fit for you: streamlinedsystems.io/product...
Timestamps:
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0:00 - Notion Content Calendar for Social Media Marketing Agency
12:35 - Onboarding Clients with Notion
19:12 - Notion CRM for Social Media Marketing Agency
25:01 - Notion Business Finance Tracker
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Impressive. These automations and integrations are really astonishing. Well done 🙌🏻
Thank you Seb! It's a never-ending work in progress.
Yess
Much love homie! 🙏🙏
My cup of tea is flat cold because i was in complete awe. How everything is interlinked is crazy. i wouldnt even know where to begin to build something half as complex as this.
Do you have any beginner videos on how to start building something like this?
Hahaha I appreciate the kind words!
It took me 15 months to develop this entire system.
I'm currently working on a beginners series to post here on the channel so please, lmk all the questions you have so I can make videos around them!
Hey jay, me again, really looking forward to buy your template, i just have 1 more question before i do it. i do all my marketing and sales pipeline with another software, i do not need to use it in NOTION so my question is. The 497 plan includes exactly all of it, the media manager, all the agency dashboard setup, everything that i saw in this video but not the stripe and sales dashboard? or i do need to get the 997 if i want the complete agency operations dashboard ?
The 497 option only includes the Notion dashboard. This option is best for people who already have a front end to capture inbound leads or for those that do cold outbound only.
For the 997 option, you'll get the complete agency operations. You'll get the Notion dashboard, Discovery Call, Closing Call, and Client Feedback forms that connect directly to Notion, Stripe, and Calendly for a seamless experience.
These forms can also be connected to your landing page so when you get prospects visiting your page, they can easily fill in their info and book a call with you and all that data will be transferred into Notion.
Impressive!
how to set weekly kpi? And does sale pipeline is also weekly set? Help me to build this please❤
Yes, everything is weekly set. Will be launching some beginner friendly tutorials in the near future though. :)
I currently use asana, and this looks much better, does notion allow you to have multiple team members with just access to some parts of the program? Does this notion template (The 497) includes the auto posting in each platform? also do you have any Q&A after purchase, if yes i would love to buy this.
Notion is a platform where you can plan, script, and organize content.
Unfortunately, it is not possible to automate posts with Notion without extremely complex external automations that won't break. However, it would be nice if it was at all possible to do this.
As per the Q&A thing, the dashboard includes multiple video tutorials that show you how to set up the dashboard to your needs and you can always reach out for support when you need to via the support ticket system I included.
And yes, notion allows for Multiple team members
@@streamlined.systems thanks for your answer , i just have one more question. All that i see in this video its include in the 497 plan? i have seen the 997 and the 497 and dont know the difference yet, could you bring me more clear info of what the 497 plan doesn't have. thanks, lookin to buy this ASAP
@@streamlined.systems im not looking for the sales pipe line, just all the operations system, like the content manager with the alex harmozi method, the plan tracker, not the sales or stripe integration for that i use another software. the 497 includes all the operations dashboard that you show gere?
Does it allow you to do email marketing or even connects to zapier?
Yes you can connect this to Zapier. I personally don't have it connected to it though given that Zapier does not support relation properties
How do you get that progress bar property my man?
What progress bar are you referring to?
Like the one that has the little bar that fills up when a task is 50% done, etc. Appreciate the response and thinking about buying!
@@PerrinCarrell Gotcha! Yeah there are many different ways you can get them done. You can use rollup properties to pull data from another database and use a formula property to calculate the sum of it (or whatever it is you're tracking) and turn the formula property into a percentage and have it show the progress bar.