agency os

your agency in Notion.

Manage client projects, develop your pipeline, track invoices, flesh out your strategy and focus on delivering results at scale; all in one setup.

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Client Portals
Sales Pipeline & CRM
Strategy, Planning & Performance
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Stop fiddling with Notion. Focus on your clients.

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what's inside

Linked, synced and ready-for-use.

Use the side navigation to move between workspaces with one click; for focus without the silos.

Content planner
Proposals drafter
Basic Financials

Consolidate your planning and strategy with linked Persona templates, Positioning board, pricing and competitor research areas.


Generate fresh client portals with with one click, plan large campaign timelines and assign specific tasks to team members.


Host your Team Directory, repeat Docs, Case Studies and Portfolio in the 'Company' section.


Keep your sales pipeline ever-filled with a powerful contacts database, meetings calendar and prospecting tools.


Templates trusted by 14,850+ Notion-powered businesses

"First of all, I want to thank you for this amazing creation for marketing agencies--you literally thought of everything!"

Fabien B.
Digital Marketing Strategist

"This system of using Notion with a sidebar with easy navigation has completely changed the way I view Notion."

Kyle S.

"This is me saying thank you for rescuing me when I needed an onboarding template to kickoff with my clients.

Dare N.

"Yours are by far the most comprehensive Notion for business templates I've come across--and I'm not just saying that."

Bram F.

"My comment above does not do Clarity OS and Digital Product Lab any justice... what stellar products you have released, Gerrard!"

Nancy C.

"This workspace is amazing! It has everything I could possibly need for my business, all laid out beautifully. Everything is linked so I have all the information I need, when I need it."

Stacey A.
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Fill your pipeline, deliver at scale and stay in sync.

Agency OS is available with our All Access plan. Get started, today.

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Agency OS.

Agency OS works with any free Notion account.