🏢 Notion Agency Hub (No-Code / AI Automation Agency) ✔️


The ULTIMATE all-in-one system for No-Code / AI Automation Businesses in Notion.

Streamline your No-Code / AI Automation 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.

Tailor-Made for No-Code / AI Automation Professionals.

Designed for dynamic agencies, studios, and freelance businesses, No-Code / AI Automation Hub, powered by Notion, is not just a toolkit — it's your gateway to a streamlined, efficient, and creative business operation. Seamlessly manage projects, clients, and teams. Securely store and access important documents, contacts, and files.

⭐ Made with a Ton of Experience and Testing

Notion for No-Code / AI Automation Agencies has been road tested by REAL business owners and with real business problems. Each one of the dashboards has been through multiple iterations to solve the issues real agencies contend with day-in and day-out.

Notion for No-Code / AI Automation Agencies is a system of 55+ linked workspaces, designed to help you stay on top of client projects, prospecting, contacts, financials, distribution channels and performance — all in one place.

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.

 What’s inside?

🌐 Company Wiki / SOP Library: Honed over the course of working with 50+ clients to date, the Company Wiki gives you and your team an intuitive organisational structure that allows you to capture SOPs of any size and scope, relying on a peer review system to ensure all documentation is accurate and up-to-date whilst also giving you the flexibility to organise smaller procedures within larger processes.

📞 CRM (Client Relation Manager): A simple CRM system with a built-in estimated value calculator, referral tracker and proposal creator. Closed deals are instantaneously turned into client projects and portals for the fulfilment team to begin work.

📝 Proposal Creator: A ready-to-use template that makes the proposal writing process a flash. The integrated project timeline database creates complete synchronicity between the sales and client fulfilment team.

🌀 Client Projects and Portals: The first 100% secure client portal inside of Notion. The two-part configuration gives internal teams a separate page to work on the client project whilst also allowing you to pick-and-choose what gets shared with the client.

💼 Recruitment Dashboard: Simply put the most sophisticated recruitment dashboard in Notion! Request new roles or employees, get approval from executive, meet for briefing with hiring managers, draw up job descriptions / ads and prep for employee onboarding, all from one page.

💁🏼‍♂️ Personal Dashboards: Give each of your team members their own dedicated dashboards, where they can see everything relevant and important to them, in one place. This one feature has been proven to 10 x employee adoption.

🔍 Management View & Performance Reviews: Within their personal dashboards, managers have a view of all their direct reports, a snapshot of what’s currently on their plate, the progress of onboarding staff and a space to draft and share performance reviews privately.

🚀 Planning Dashboard: A super powerful tool to make quarterly planning easy and successful. Executive team can draft strategy and only share it with the rest of the team once it’s ready. Plan OKRs, KPIs and Sales Targets all from one page.

🎯 OKR dashboard (Objectives & Key Results): A client favourite. This dashboard allows you to clearly present OKRs to the team, assign particular Objectives and Key Results to specific members and uses percentage bars to clearly define progress and updates.

💷 Sales Targets: Get more eyeballs on the company figures by effortlessly setting up sales targets each quarter, and tracking how much was brought in using the monthly logs. Use third-party widgets to represent those figures using charts.

✅ Project & Task Manager: Give everyone visibility on what current priorities are and what is being worked on. Project pages act as all-in-one dashboards to show all tasks, meetings and resources related to a given project.

👥 Meeting Notes Template: Our best-selling meeting template. Draft agendas, capture meeting notes and action items and pull-in all related previous meetings. Link to meeting recordings to put an end to uncertainty.

🎥 Content Dashboard: Empower your marketing team to create content using this industry-standard content dashboard. Strategise larger marketing initiatives or plan content for each social media platform. Built-in analysis zone for tracking how well each piece of content performed.

Revolutionise the way your team works online and empower them to scale your business for you!

👨‍💼 Who is it for?

  • A.I Automation Agencies (or Freelancers)

  • Marketing Automation Agencies (or Freelancers)

  • Content Automation Agencies (or Freelancers)

  • No-Code Automation Agencies (or Freelancers)

  • Zapier / Make Automation Agencies (or Freelancers)

  • Any business handling A.I / Marketing / Digital Automation projects, tasks, clients, and finances

How does it work?

  1. Purchase

  2. Follow the Links to the Template

  3. Duplicate the Template

What will you need?

  • A device to access Notion (e.g. Desktop, Laptop, Smartphone, Tablet)

  • A Notion account (It’s free to sign up for a personal plan!)

Please remember:

This is also for personal use. You only hold a limited license to use this template and you cannot redistribute or reproduce or sell the template. If you have any questions please email @[email protected].

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