Notion for Creative Agencies
Collaborate & organise every project (client & internal) in one dashboard
I help Creative Agencies to streamline their operations by consolidating all processes and communication into 1 custom Notion dashboard
Agency Workspace in Notion
Having worked at a creative agency and freelanced to multiple ad agencies / creative agencies, I know the industry very well and know the processes involved in running a business like this. Agencies have to organise multiple team members, multiple clients, administrative tasks and client acquisition every day and Notion for Creative Agencies can be your next best friend. It’s a big task and having firsthand worked with these businesses I know the complications involved in the operations side.
Streamline your agency software clutter
The main issue that I’ve seen with Creative Agencies is that there are too many platforms being used and it’s over complicating the daily operations. Trello, Asana, Monday, emails, Slack, Dropbox, invoicing systems, Whatsapp and a billion different platforms are used in order to run the agency. Each one serve their purpose but now each employee needs to be proficient in a dozen different tools whilst constantly staying on the look-out for team updates on each of these systems. Most of time at the agency was spent communicating with other staff on projects and tasks, instead of actually working on the billable client work.
Thanks to Notion for Business' professional advice I have saved hours of time and am now presenting a professional work-in-progress dashboard to each of my clients.
- Chameleon Marketing
I've found that Notion has a steep learning curve once you've got past the basics. Although I was muddling through and had a rough workflow set up for my content writing business, I knew there were loads of ways I could streamline what I was doing.
I wasn't sure if Notion for Business could solve my problem after a lacklustre experience with 3 other process automation consultants in the past, but it was clear from our first chat that he knew his stuff!
They were able to show me the capabilities of Notion that I hadn't even considered yet, including ways to almost replace emails and accounting programs altogether. He has saved me hours of time by solving a few issues I was having with sharing and views. This means I can now present a more professional work-in-progress dashboard to each of my clients whilst still managing my back end workflow in a way that makes sense for me and my team.
Cut down on non-billable work
This is the issue here; admin work is not billable (or at least more difficult to charge for) but we spend so much time doing this. Agencies definitely need to undertake these tasks but the ideal scenario is to cut that down as much as possible.
Notion setup for Agencies
Creating an efficient Notion setup for agencies means that you and your team can spend less time doing admin work, internal communication and client back and forths, and spend more time actually doing the work you’re paid for. I would work with you to build a Notion for business dashboard that incorporates all major operation tasks into one intuitive and fluid workflow.
How to organise Agency in Notion
Handle internal communication, assigning tasks, managing projects, sending files, communicating revisions, getting feedback from clients. Every single part of the business can be streamlined to ensure every team member has every project, task and odd-job involved on their personal dashboard that connects to form the master Agency dashboard that houses all information for the agency.
Team members can see all briefs, meeting notes and resources needed for each client. Managers and other team members can assign tasks to others in a seamless way that gets instantly added to your dashboard. Team members can track their time to make billing a 2 minute process instead of it’s own meeting. Every single part of agency life can be streamlined to ensure staff are less stressed and have less platforms to keep checking to ensure no one is waiting for their response or work.
Notion template for Agencies
There are dozens of Agency dashboard templates out there, and some even created by Notion themselves, but the issue with templates is that they don’t cater to your workflow. Every creative agency that I’ve worked with has a different workflow, expectations and business structure meaning a drag and drop Notion template might not be the right solution. Using a Creative Agency Notion template might be a quick solution but it won’t work to your needs, and most likely cause you headaches down the line.
I work with Creative Agencies to form powerful workspaces that optimise your ideal workflow
Notion Consultant for Ad Agencies
Your workflow will be completely different to the next one and you will want to communicate differently to your team or differently to your clients to the agency next door. My Notion for business Consultant service for Ad Agencies and Creative Agencies start with a meeting where I get to know your current workflow. We’ll discuss what you like about the workflow, what you don’t like, what’s frustrating the team, what’s frustrating the owner, and maybe most importantly; what’s annoying your clients. Once we get an understanding of your current processes and business operations are working I’ll create the skeleton setup that optimises your workflow and cuts down on admin time and internal communication.
Streamline Notion Setup for Agencies
After some feedback I’ll build the system out and develop it into a fully-fledged and streamlined Notion setup that can cut down hours per employee each week. Having worked with multiple agencies as an actual employee and contractor I’ll ensure the workflow is realistic, not a “dreamworld” scenario that could never actually be implemented. I understand and the operations of running a multiple-team member Creative Agency and its crucial to create a setup that is kind to your employees, the managers and the clients.
Client Project management in Notion
Not only can you cut down on hours each week that each employee spends on admin and communication but you can also save thousands on cutting back on extra programs. Maybe you can eliminate a communication tool or two and have all internal discussions in Notion, or remove that one tool you use for client invoicing, or that one messaging app you talk to influencers with instead of just combining them into a Notion for Content Creators. You’ll definitely cut out a few project management softwares as all tasks and projects will be run through this new Creative Agency hub.
Why not build my own Notion agency dashboard?
I’m often asked, if Notion is free then why would I get the Notion Consultant to build it? The main reason is that all revisions you spend trying to work on and setup the ideal Agency Notion Dashboard will take you many many months. Stowaway Kangaroo Island had a Notion for Accommodation business dashboard setup and saved 8+ hours per week and spent zero time trying to create the ideal system! This time can be cut down to a singular month where we set up a great system from the go, so you don’t waste time redesigning the dashboard after realising another Notion functionality or another area of the business you can have streamlined.
Notion setup for Creative Agency team
Jumping in from the get go with a streamlined and intuitive workflow that works for the team, the managers and clients will have an incredible ROI. You’ll save time on programs, stop wasting team-member’s time on admin tasks like tracking time, internal communication, taking notes in different places and being confused with what task is the highest priority.
Every member will have their hub of tasks and which project it relates to, what the priority is and who else is involved which makes it an ideal Notion setup for business. All the resources for that project will be in the one space and all the questions will be answered in that one page on your Notion for Creative Agencies.
If I had a dollar for every time a Creative Agency team member was confused about a client timeline, who’s involved in the project or what their role is on the job; I wouldn’t have started this business. Okay maybe I would have, I absolutely love Notion.
Hire a Notion Consultant for your Creative Agency
I hope that I’ve been of some value and you can understand why Notion would be the ideal place for you to set up your Creative Agencies dashboard of tasks, projects, clients, meetings, communication and resources. If you’re thinking “hey this guy isn’t talking complete nonsense” then I’d love to have a no-obligation chat to hear about your agency’s needs and if I can be of service.
Hire a Notion Consultant
If you’re interested in getting a free quote with a no-obligation chat about how I can help your business through the power of an efficient Notion setup then I’d love to have a chat. Being an absolute Notion nerd, I feel comfortable that I can streamline your business to become a mess-free, organised workspace where you (and your team) can perform at your best.