Description
Run every client project from brief to final invoice. Creative Agency Project OS is a Notion template for design studios, creative agencies and freelancers that links clients, projects, deliverables, revision rounds, time and invoices, so you can see what is over budget, what is waiting on the client and what is still unpaid.
What’s inside
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Dashboard with At a glance charts: projects by status, invoice amounts and deliverables by stage
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8 linked databases: Clients, Projects, Deliverables, Tasks, Revisions & Feedback, Time Log, Invoices and Team
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Revision rounds per deliverable with Rounds used and Rounds left, so scope creep is visible
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Hours budget vs hours logged with a Health flag on every project
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Time Log with rates and billable value per entry
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Invoices for deposit, milestone and final payments with Days overdue
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3 built-in automations: Task done, Round sent and Invoice paid stamp the date
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Start Here: Step-by-Step Guide with a flow diagram, weekly routine, FAQ and automation table
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Fictional sample data across every database
Who it’s for
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Design studios and creative agencies with a small team
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Freelance designers, writers and video editors who juggle several clients
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Anyone who wants to stop giving away free revision rounds
What you get
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A PDF with the link to duplicate the template into your own Notion workspace
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The Start Here: Step-by-Step Guide inside the template
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Free updates to this version
Good to know
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Works with a free Notion account. Database automations run on Notion's paid plans (Plus and up); on Free they pause and you can make the same changes by hand.
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Sample clients, projects and amounts are fictional.
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Digital product: no physical item is shipped.
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
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