The Agency Kit (Notion Template Guide)
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- Опубликовано: 2 авг 2024
- The easiest way to manage your agency business in Notion 💸
Get the template: mrbio.lemonsqueezy.com/checko...
Organize every aspect of your business with a template created by the Co-Founder of a 6 figure agency. This kit gives you a sleek workspace built with dozens of automations to help set you up for success while managing many clients at once.
What's Included 👇
- Intuitive home dashboard
- Sales CRM
- Project manager
- Finance tracker
- Outreach & contact management
- Meeting tracker
- Notes database
- Asset library
- Shareable invoices
- Task tracker for your website
- Team & contractor management
- Efficiency automations for every page
Need a Notion account? Sign up here for free: affiliate.notion.so/wbog2gb9r5vb
Follow me on twitter as I document my Notion side hustle journey: / thatsmrbio
Time Stamps ⏰
0:00 : Intro
0:15 : What is Notion?
0:44 : Dashboard Overview
2:33 : Agenda
3:24 : Finance
5:02 : Objectives & Key Results
5:38 : Website
6:28 : Team
5:56 : Contacts
7:23 : Sales CRM
9:16 : Asset Library
11:12 : Notes
12:35 : Outro 
Хобби
This is a beautifully designed kit! I love how intuitive and functional it is. You obviously put a lot of thought into it. I currently don’t need this type of setup, but I will definitely get this kit if I ever get into freelance work. Awesome job!!!
Thanks Marie! I appreciate the kind words.
It looks great.
On the projects section, is there any option to create clients then projects and tasks? As seen in the video and screenshots, looks like there are only projects and tasks
how to setup this template and where exactly, because I need it and I love it
I bought it.... it's so good
Preciate you Kurt! Glad you're enjoying it
Subscribed! Template purchased! But I must say, as a film maker, there are some cute editing mistakes. But that template is fire! Thank you for creating this!!
What specifically did you see as an issue?
Preciate your support! Let me know what you'd like to see from my videos in the future, always open to feedback.
coping rn
Preciate you, enjoy 🔥
Question. With the invoice section. How do you go about sending a contract to a client to get them signed up and stored within the CRM?
Just bought it. How to share some things with my team members and keep others private? For example, I don't want everyone to see the finance tab. Thanks!
Hi can we manage access of the staff to limited pages or if we dont want them have access to everything ?
love this kit bro thanks for making it. i was wondering we'd be sharing this with our client right? is there anyway to hide certain things from them? like sales crm finance tracker etc
'Preciate that! And yes you can definitely share portions of it with your client if you'd like. To restrict their permissions I would recommend sharing specific pages (such as a page for their project) with them via email invite and customizing their permissions from the dropdown.
@@ThatsMrBio thats smart i didnt think of doing it for specific pages. thanks
I have an agency and discovered Notion. Now I have a hodgepodge of my client stuff. Don't want to duplicate it. How on earth shall I incorporate some fairly detailed other notion pages into your delightful agency template from Appsumo. (Which by the way are probably incorrectly categorized as I was just learning Notion by fumbling around?) Any hints?
Was the "new meeting note" function removed in a recent update? I bought and downloaded the kit about a month ago and I don't see that when i try to make a new note
Hey Matt, I tried to reach out to you via your store but it does not work, I have questions about this template before I buy it. IS it possible to "close off" area within the template so you adress it to different persons, I have different co workers that not necessarily need to see others information . , Can I also add other templates to this template to make it even more specific in my needs?
could I have the finance template please?
I’m struggling to understand how my team can create there own worksapces
Hey, I have a few questions:
How can I change the currency to something different from the dollar?
Can I generate invoices through the Notion template?
Absolutely - if you click the Amount property in the finance section of the template you can change it to any currency you'd like.
And yes you are able to generate and share invoices as well (also available through the finance section).
I just purchased the template but am unable to open it in notion. Is there a support email?
Hey, send me an email at matt@thatsmrbio.com and I can help out!
It is work with free notion plan ?
It does!
The link needs to be fixed. It's not working with me. Where can I find the template?
Hey Fuddah, if you're having any issues getting set up please send me an email at matt@thatsmrbio.com and I'd be happy to help.