Agency Manager

Simplify Operations, Amplify Impact, and Boost Client Success.

Agency Manager is a powerful Notion template for streamlining agency operations, managing clients, and enhancing team collaboration. With organized databases for contacts, projects, tasks, and meetings, it’s designed to keep your agency focused on delivering top-notch results.

Why use Agency Manager?

• Organize and Track Your Sales Pipeline – Gain visibility into every stage of your sales funnel, helping you nurture leads, track client communications, and close deals faster.
• Optimize Team Management – Centralize team information and roles, allowing for better coordination, collaboration, and oversight.
• Standardize Operations with Processes and SOPs – Document essential workflows, create standard operating procedures, and ensure consistency across all projects and client interactions.
• Track Key Performance Indicators and OKRs – Monitor the metrics that matter with built-in KPI and OKR trackers, making it easy to measure performance and progress toward agency goals.
• Track Agency Finances in Real-Time – Manage budgets, track expenses, and monitor revenue with an Agency Finance Tracker, so you can stay financially healthy and make data-driven decisions.
• Generate and Manage Invoices Seamlessly – Just select your services and discount and your Invoice will be automatically generated.
• Centralize Documents for Easy Access – Store and organize contracts, proposals, and other documents in one place for secure, quick access.
• Dedicated Support: Stuck on a problem? or unable figure out how something? Just write a email to us (support@heyritesh.co) and we will help you within 24 hours.

What's Included?

A Organized dashboard.

Manage your Tasks and Projects.

Track your agency finances.

Generate a invoice and share it with your client.

FAQ

How do I get the template after purchasing?

After purchasing the template, you will receive a link to the template. You can click on the duplicate button on the top-right corner to duplicate the template into your Notion workspace.

Is there a recurring fee for this?

Nope! This is a one-time cost and you will get access to the template. You will get any updates in future for free.

What is Notion?

Notion is a space where you can write notes, capture thoughts & manage projects. You can use Notion to manage your personal life or a team.

Can I use Notion for free?

Yes! You can enjoy all the features of this template with Notion's free plan.

Is there a refund policy?

As this is a digital template, it can not be returned once it's duplicated. Hence we don't have a refund policy.

How can I become an affiliate?

We offer a 50% commission for affiliates. Apply from here.

Have any more questions?

If you have any other specific question, feel free to write an email to ritesh@heyritesh.co and I'll be happy to help you!