Agency Client Tracker - ClickUp Template
Track every client, project status, next action, and contract value in one place. Built for agencies managing 5-20 active clients. Includes custom fields, status pipeline, and a filtered board view by client health.
📁 ClickUp template
⏱ 2 min setup
Copy Template →
Agency OS Starter - Notion Template
A lightweight Notion workspace for agencies just getting started with operations. Includes a projects database, client CRM, team task board, and a weekly ops review page. Not a full build, but a strong foundation.
📁 Notion template
⏱ 5 min setup
Duplicate to Notion →
Client Onboarding Checklist
A 24-step client onboarding checklist covering everything from signed contract to first deliverable. Available as both a ClickUp template and a Notion database. Adaptable to any agency service type.
📁 ClickUp + Notion
⏱ 3 min setup
View Checklist →
Project Delivery Pipeline - ClickUp
A ClickUp list template structured around a standard agency delivery cycle: Brief, Strategy, Production, Review, Client Approval, Delivery. Includes task dependencies, custom statuses, and a Gantt-ready timeline view.
📁 ClickUp template
⏱ 5 min setup
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Weekly Ops Review - Notion
A Notion template for running your weekly team ops review. Covers active project health, blockers, capacity check, and one key decision per week. Takes 20 minutes to run and saves hours of confusion the rest of the week.
📁 Notion template
⏱ 2 min setup
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Agency Revenue Tracker
Track MRR, project revenue, retainers, and outstanding invoices in one view. Available in both ClickUp and Notion. Helps founders know their real revenue picture without digging through invoices and spreadsheets.
📁 ClickUp + Notion
⏱ 5 min setup
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How to Write an SOP That Your Team Will Actually Follow
Most agency SOPs get written once and ignored forever. This guide covers how to write process documentation that sticks - the right format, the right level of detail, and how to embed SOPs where the work actually happens.
📄 PDF guide
⏱ 8 min read
Read the Guide →
Agency Ops Audit Checklist
A 40-point checklist to audit your agency's operational health. Covers project management, client communication, team clarity, tool usage, and founder dependency. Takes 30 minutes to run and shows you exactly where the cracks are.
📄 Notion checklist
⏱ 30 min audit
Run the Audit →
ClickUp vs Notion for Agencies: How to Choose
A practical comparison of both tools specifically for agency operations. Covers project management, client work, documentation, and team adoption. Includes a decision framework based on agency size and delivery model.
📄 Article
⏱ 6 min read
Read the Guide →
Template - ClickUp
Agency Hiring Pipeline
A ClickUp template for tracking applicants, interview stages, and hiring decisions - built for agencies bringing on their first few hires.
Template - Notion
Client Reporting Dashboard
A Notion dashboard for pulling together performance data, commentary, and next steps into a clean client-facing report format.
SOP Framework
Offboarding Clients Cleanly
A process framework for offboarding clients without dropping the ball, losing the relationship, or creating chaos for the team that worked the account.