Description
Marketing Agency OS is a Notion template for marketing agencies and freelancers. Clients, leads, campaigns, content, reports, time and invoices for a growing agency.
Every record links to the rest, so totals, progress and alerts update on their own. Open the Start Here page, follow the short setup and replace the sample rows with your own.
What’s inside
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Clients
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Leads
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Campaigns
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Tasks
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Content Calendar
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Performance Reports
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Time Log
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Invoices
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Team
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SOP Library
Highlights
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Your day starts with open tasks, sorted by due date, with overdue work flagged automatically.
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Content in progress moves across an approval board, and every lead sits in a sales pipeline weighted by its probability, so you know what is really coming in.
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The client roster shows each account’s health, retainer and renewal date, so nobody gets forgotten.
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Campaigns run on a timeline, and every post, email and video lands on the publishing calendar.
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Performance reports calculate return on ad spend, cost per lead and click-through rate from the numbers you enter.
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Invoices are grouped by status, unpaid ones are listed first, and hours by client show where your team’s time goes.
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Finally, the SOP library keeps your processes in one place, with a simple Monday and Friday rhythm to keep the agency on track.
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Default page templates with icons for every new row
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Start Here setup guide and realistic sample data
Who it’s for
Marketing agencies and freelancers who want their work organised in Notion without building it from scratch.
What you get
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The template link (duplicate it into your own Notion workspace)
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A PDF with access instructions and the walkthrough video
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10 linked databases with sample data
How delivery works
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Buy and download the PDF with your template link.
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Open the link and click Duplicate (log in to Notion first; the free plan works).
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Open Start Here and follow the setup steps.
Good to know
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Works on the free Notion plan, on desktop, web and mobile.
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Sample data is fictional; delete it after setup.
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Digital product: nothing physical is shipped.
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Notion is a trademark of Notion Labs, Inc.; this is an independent template.
Get started with Notion
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New to Notion? Start free with Notion
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Growing team? Explore Notion for startups and teams
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Want AI in your workspace? See Notion AI and startup perks
Affiliate links: I may earn a commission at no extra cost to you.
Join the community
Tips, new templates and help from other Notion users in our free Notion Market Hub community.
Watch the full walkthrough: youtu.be/MqARtWRH7ms
