B2B Agency OS — Notion template for managing clients, projects & revenue.
Stop juggling 5 tools and paying $200/mo.
One Notion page runs your entire agency:
✓ Client CRM — track leads, deals, contacts with formulas
✓ Project Roadmap — 5 views: Board, Table, Calendar, Timeline, Gallery
✓ Task Board — priorities, deadlines, drag & drop
✓ Revenue Tracker — auto-calculated expected income
✓ Brand Vault — logos, colors, fonts in one place
Pre-filled with demo data. Duplicate and start in 5 minutes.
Works with Notion Free plan. No subscription needed.
$10 — one time. Saves you $100+/mo on CRM software.
WHAT YOU GET:
• 5 connected databases
• 7 demo leads with live formulas
• 10 sample tasks with priorities
• Pre-built views for desktop & mobile
• Instant delivery
HOW TO USE:
1. Purchase & download PDF
2. Click Notion link in PDF
3. Click "Duplicate" in top right
4. Start using in your workspace
CUSTOMER REVIEWS:
★★★★★ "Replaced my $50/mo CRM. Best $10 spent." — Alex K., Freelancer
★★★★★ "Organized my entire agency in one afternoon." — Sam R., Agency Owner
Instant digital delivery. No refunds on digital products.
Questions? DM me on Twitter @NoCodeCash