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Agency OS - Notion Template

Looking for a more advanced Notion Template? Checkout Agency OS

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Sales Pipeline

The sales pipeline tracks the progression of sales deals from initial contact to negotiation.

Projects

Leads

Here, you'll list potential clients who have not yet begun a project with you.

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Contacts

This section is your central hub for client details, including active projects and associated companies.

Contacts

Companies

Displayed here are the businesses you’re engaging with or tracking.

Companies

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💼 Agency OS

All-in-one Notion system for creative agencies to manage clients, projects, finances, and operations — everything in one place.

📣 Marketing Agency OS

A complete workspace for marketing teams to track leads, sales, onboarding, and fulfillment, fully systemized.

📽️ Video Production OS

Designed for video editors and studios to organize clients, projects, deliverables, and finances with ease.

https://simonotion.com/agency-os