Notion for Agencies:
Template Description:
If you’ve experienced these challenges, our Business Scaling System template is for you! This comprehensive solution streamlines operations, enhances team collaboration, and supports consistent growth. It centralizes business information, standardizes client experiences, simplifies hiring, clarifies objectives, automates tasks, and improves communication. Start today to transform your business operations and scale effectively!
What’s inside?
🌐 Company Wiki / SOP Library: Honed over the course of working with 50+ clients to date, the Company Wiki gives you and your team an intuitive organisational structure that allows you to capture SOPs of any size and scope, relying on a peer review system to ensure all documentation is accurate and up-to-date whilst also giving you the flexibility to organise smaller procedures within larger processes.
📞 CRM (Client Relation Manager): A simple CRM system with a built-in estimated value calculator, referral tracker and proposal creator. Closed deals are instantaneously turned into client projects and portals for the fulfilment team to begin work.
📝 Proposal Creator: A ready-to-use template that makes the proposal writing process a flash. The integrated project timeline database creates complete synchronicity between the sales and client fulfilment team.
🌀 Client Projects and Portals: The two-part configuration gives internal teams a separate page to work on the client project whilst also allowing you to pick-and-choose what gets shared with the client. (DISCLAIMER: Client portals are not 100% secure. If clients know how to search in Notion, they can find other client’s client portals.)
💼 Recruitment Dashboard: Simply put the most sophisticated recruitment dashboard in Notion! Request new roles or employees, get approval from executive, meet for briefing with hiring managers, draw up job descriptions / ads and prep for employee onboarding, all from one page.
💁🏼♂️ Personal Dashboards: Give each of your team members their own dedicated dashboards, where they can see everything relevant and important to them, in one place. This one feature has been proven to 10 x employee adoption.
🔍 Management View & Performance Reviews: Within their personal dashboards, managers have a view of all their direct reports, a snapshot of what’s currently on their plate, the progress of onboarding staff and a space to draft and share performance reviews privately.
🚀 Planning Dashboard: A super powerful tool to make quarterly planning easy and successful. Executive team can draft strategy and only share it with the rest of the team once it’s ready. Plan OKRs, KPIs and Sales Targets all from one page.
🎯 OKR dashboard (Objectives & Key Results): A client favourite. This dashboard allows you to clearly present OKRs to the team, assign particular Objectives and Key Results to specific members and uses percentage bars to clearly define progress and updates.
💷 Sales Targets: Get more eyeballs on the company figures by effortlessly setting up sales targets each quarter, and tracking how much was brought in using the monthly logs. Use third-party widgets to represent those figures using charts.
✅ Project & Task Manager: Give everyone visibility on what current priorities are and what is being worked on. Project pages act as all-in-one dashboards to show all tasks, meetings and resources related to a given project.
👥 Meeting Notes Template: Our best-selling meeting template. Draft agendas, capture meeting notes and action items and pull-in all related previous meetings. Link to meeting recordings to put an end to uncertainty.
🎥 Content Dashboard: Empower your marketing team to create content using this industry-standard content dashboard. Strategise larger marketing initiatives or plan content for each social media platform. Built-in analysis zone for tracking how well each piece of content performed.
Revolutionise the way your team works online and empower them to scale your business for you!
Comprehensive Training:
- 3+ hours of video training included
- 10+ Written SOPs (Standard Operating Procedures) making employee onboarding seamless
- 5 phase business owner onboarding that mimics the consulting process I take with my paying clients
About the Creator!
Hi, I'm Sam. I’m a certified Notion consultant with 2+ years of experiencing serving 50+ clients to date.
I’m Top Rated on UpWork and Fiverr and have serviced agencies with workforces of over 80 employees.
I work full-time as a Notion Consultant which mean I spend all of my working hours thinking about, innovating and perfecting business systems in Notion.
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We’re Prodify.
If you have any questions, feel free to email us at [email protected]. We would love to connect with you ❤️