Marketing Agency or Freelancer Template
Everything is in its place and Notion AI agents ready
Description
Key Features
• All-in-One Agency OS Campaigns, channels, assets, and documentation in one connected workspace
• Client Portals Shareable client hubs for briefs, approvals, timelines, files, and status updates
• Campaign Planning Goals, channels, content calendar, creative requests, and performance snapshots
• Reporting Light Simple KPI tracker and review cadence your team and clients actually read
• Reusable Templates Project, campaign, and research for consistent delivery across clients
• Automation-Ready Structured databases designed to plug into Notion automations and integrations
5 Primary Use Cases
1. Agency Operations Hub Run delivery, resourcing, and communication across all clients from one place
2. Get your workspace AI agents ready by providing detailed context
3. Client-Facing Portal Provide real-time visibility into work in progress, decisions, and upcoming milestones
4. Campaign Execution System Plan channels, content, and assets, then track progress and approvals end-to-end
5. Reporting & Retainers Standardize monthly reviews, KPIs, and renewal workflows for ongoing engagements
Who It’s For
Small to mid-size marketing agencies, freelance consultants, and in‑house teams that want a clear, customizable system without enterprise bloat. Ready to replace scattered docs and spreadsheets with a structured, scalable workflow.
