Creative Agency OS

Creative Agency OS — Client, Content & Project Management System

Run your creative agency from one connected Notion workspace.

Creative Agency OS brings clients, projects, tasks, content, and payments together in a structured system designed for creative agencies, studios, consultants, and small service-based teams.

Instead of managing work across disconnected pages and spreadsheets, you can see what is active, what needs attention, and what comes next from one central dashboard.

What’s included

• Clients database for contacts, services, status, notes, and next actions
• Projects database for deadlines, priorities, progress, and milestones
• Tasks database with priorities, due dates, owners, and automatic attention alerts
• Content database for planning, production, approval, and publishing
• Invoices & Payments database with due dates, amounts, status, and overdue alerts
• Bidirectional relations connecting clients, projects, tasks, content, and invoices
• Central agency dashboard with active work and items requiring attention
• Guided Start Here onboarding page

Two complete workspaces

Clean Workspace

An empty, structured version ready to customize with your own agency data.

Fully Populated Demo Workspace

A realistic example showing how the complete system works, including:

• 6 clients
• 10 projects
• 40 tasks
• 36 content items
• 18 invoices

Designed for

• Creative agencies
• Branding and design studios
• Social media agencies
• Content and marketing teams
• Freelancers managing multiple clients
• Consultants and small service businesses

Key benefits

• Keep client and project information connected
• See urgent tasks and overdue payments quickly
• Manage content production in the same workspace
• Reduce scattered information and duplicated work
• Start with a proven structure instead of building from scratch

How it works

After purchase, you will receive access to the complete Notion system. Open the provided link, click Duplicate, and add the workspace to your own Notion account.

A free Notion account is sufficient to use the template.

Important

This is a digital Notion template. No physical product will be shipped.

The purchase includes both the Clean Workspace and the fully populated Demo Workspace.