Workflow Essentials
Get 60% Off Until
Systemize Your Fulfilment - in just 13 weeks.
Join the Workflow Essentials program to unlock scalability in your business
by mapping, systemizing and delegating your fulfilment processes.
"Workflow Essentials has been instrumental in giving me clarity on how our operations run, allowing us to streamline processes, eliminate redundancies, and remove inefficiencies and confusion."
"Workflow Essentials has been instrumental in giving me clarity on how our operations run, allowing us to streamline processes, eliminate redundancies, and remove inefficiencies and confusion. It has helped me clearly see what tasks I need to delegate, identify where I need to hire next, and empower my team with clear, effective processes. I highly recommend it to any agency owner who wants to spend less time caught in day-to-day operations and more time realising their highest purpose and potential. "
- James Banks @ RankMax.ai
The problem
Are you actually a business owner? Or, are you really just self-employed?
To help you answer that question, let me ask you another one:
Does the money still show up if you DON'T show up?
Now, you’re not here because you’ve done something WRONG.
In fact, you’re here because you’ve done something very, very RIGHT.
You have crafted an offer that the market needs and scaled to $10k/month and beyond. However...
You do not have the operational infrastructure to get to the next stage of growth.
Which is why your facing problems like:
project chaos
Without a single source of truth, work continues to slip through the cracks, deadlines aren't being met, and your team is operating in silos.
"fire-fighter" culture
Your business is built on a foundation of stress. You and your team spend more time “putting out fires” then you do on any “needle-moving” activities.
Founder prison
You got into business because you wanted to be your own boss: now you work 12+ hour days working in your business, instead of on it.
And what's more, you're the WORST person to solve these issues. Why? Because of the systems paradox.
📕Systems Paradox: the people who need systems the most, are those with the least time to build them.
We've Worked with 60+ Agencies, so...
Here's What Does NOT Work
Being more “productive”. You still only have 24 hours in a day, and eventually you need to eat and sleep.
Changing to The “Next Great Software” that overwhelmed with possibilities (and shiny features), without fundamentally changing how you work.
Creating SOPS for everything, only for no-one to look at them ever again. Unlike other biz gurus we’ll show you how to only document what’s absolutely critical.
Hiring Fancy Consultants who promised to fix all your problems but, in reality, just sent you piles of “homework” before, ultimately, restating the problems you already knew about.
Hiring Rockstars & A-Players who quit after only a few months. That’s because good people don’t fix broken systems. Broken systems break good people.
Trying to DIY Systems Yourself with content online, but you were tripped up by all the possibilities and struggled to filter through the noise.
"Workflow Essentials was a complete turning point for my agency. I can already see a 10x ROI from the work I've done within the program!"
"Before working with Sam, I was stuck in fulfilment doing everything myself and completely burned out. Within weeks, I had streamlined my entire client delivery process, built a centralized hub for our team, and was able to delegate and/or automate 60% of my workload. If you're scaling and need systems to match, this is a no-brainer."
- Katie Whitley @ Monde Social
the Solution
Work with us on
the Workflow Essentials program
that's transformed 60+ Agencies
In just 13 weeks, we will:
Build and customise your Notion workspace.
Create effective SOPs, checklists and automations.
Hire, onboard and train your dream delivery team.
"I didn't realise how much time [you] could save
with a properly mapped out process"
"I'm an entrepreneur from Nigeria and Agency HQ, Notion essentials and especially the Workflow essentials course really impacted my business and our team's workflow. I didn't realise how much time one could save with a properly mapped out process. Every concept in the course was new to me, but Sam is an excellent guide. I'm grateful!"
- Ava Chukwudi Philip
the curriculum
Essentials Course
Workflow Essentials is a self-paced course made up of 5 carefully designed modules.
Follow the exact process we have used, 1:1, with our past clients that has allowed them to systematise their operations and scale to $100K/month.
Unlock action-oriented lessons to guide you through structuring your Notion around your agency processes. With zero fluff and unlimited opportunities to ask questions, this course is the heart of the program.
This isn’t a static course - it’s a constantly updated reflection of best practices.
Module 1: Map Your Fulfilment System
The first thing we must do is visualize how you serve clients.
It’s much easier to optimize and systemize a process when you have first visualized that process.
We will also take this time to reorganize your team structure and create your "stop doing" list.
Module 2: Create Your Notion, SOPs & Automations
Once you've identified the WHAT and the WHO, how do we organise everything in Notion?
Together, we'll customise your Client space inside AgencyHQ to fit your delivery process. This includes creating your set of auto-tasks that are generated for every new client project.
Once you're setup, it's time to make your processes worth their weight in gold.
We'll walk you through a proven, time-saving way to write SOPs, as well as creating automations, templates, checklists, and much more!
Module 3: Hire Your Dream Team
Before we can delegate your delivery, we need to establish a culture of excellence at your agency.
We do that by establishing the key habits everyone on your team must adopt, including tracking issues and KPIs.
Now we have done all the ground work (software, systems and habits), we can begin hiring and onboarding your dream delivery team.
We'll show you how to decide who to hire first and the ideal process for getting it right the first time.
BONUS Module: Resource Library
We also include our ever-expanding library of example SOPs, templates and automations.
You can use these as inspiration or directly steal them from us!
"Sam is a great coach with a lot of experience with marketing agencies."
"Sam is a great coach with a lot of experience with marketing agencies. He is also a very precious help with Notion and all the features to help us reach a higher level in our day-to-day stuff. We are more than happy to count him on our dream team!"
- Patrick Gaulin @ Gestimark
BONUSES
Plus $2.4k in bonuses...
BONUS #1
Private Community
By joining the Workflow Essentials program you get life-time access to the Workflow Lab community, which includes:
Expert support through staffed forums
Future updates to all courses, modules & lessons
A network of ambitious agency owners
($2,000 value)
BONUS #2
"Notion Essentials" Course
Our beginner-friendly mini-course that will help you and your team master Notion in less than a day.
This course has been specifically designed to help the "general users" of your workspace (i.e. not administrators) learn everything they need to know about Notion, whilst disregarding everything they don't need to know.
($200 value)
BONUS #3
"AgencyHQ" Template
Our all-in-one Notion template to manage clients, leads, content, employees, and more effortlessly. It includes:
Agency OS
Content and Deals Management
Client Projects
Hiring, Employee Onboarding & Finances
($200 value)
"The value in these 3 assets is genuinely exceptional... Any agency owners looking to scale and automate - start here!"
"I run a small Meta Ads Agency in the UK. We've been implementing Agency HQ and supplementing [it] with Sam's Notion Essentials and Workflow Essentials [courses]. The level of value in these 3 assets is genuinely exceptional. The Agency HQ template has streamlined our management and operations already in just 2 weeks of using it. The Workflow essentials course is providing invaluable guidance on systemizing our processes and workflows. Any agency owners looking to scale and automate, start here!
- Liam O'Neill @ Lead House
Our Signature Program
Workflow Essentials
"Workflow Essentials" course ($2,000 value)
Private community & support ($2,000 value)
"Notion Essentials" mini-course ($300 value)
"AgencyHQ" Notion template ($200 value)
Downloadable templates, SOPs and automations
Final Price: $997
Today Just $397
14-DAY HASSLE-FREE MONEY BACK GUARANTEE
We're so confident that Workflow Essentials will help you achieve your process-building goals that we
guarantee it! If it's not helpful, reach out within 14 days for a full refund.
"This course is so well structured and Sam's support is just perfect!"
"This course is so well structured and Sam's support is just perfect! I am excited to dive deeper and not scared of all the new information as I have Sam as my guide. Very grateful!"
- Kristine Stefanovsky
Who is this for?
This is perfect for:
Agency owners making $100K+ per year who are stuck in client work and want to scale without everything relying on them.
Small but growing teams (1–10 people) who need systems to support delivery, communication, and team accountability.
Founders with a full client roster and a predictable sales pipeline, but no time or capacity to take on more.
Action-takers who want a clear plan, agency-ready templates, and proven systems — without hiring an expensive ops consultant to build it for them.
People who already use Notion or want to use it as the home base for their business operations.
THIs is not for:
Agencies still trying to find product-market fit or with inconsistent revenue. (You’ll get more value once your business is stable and predictable.)
Founders looking for a hands-off fix without making decisions, setting standards, or leading their team.
People just starting out or freelancing solo with no intention of hiring or growing beyond themselves.
Employees trying to systemize from the bottom up without decision-making power. (You’ll need buy-in to implement what we teach.)
Systems implementers looking to repurpose this for clients. (This is licensed for internal business use only.)
STILL NOT SURE?
Frequently Asked Questions
Will this magically fix my agency without me doing anything?
Nope. If someone tells you that, they’re selling you a fantasy.
Workflow Essentials gives you the roadmap, systems, templates, and decision-making frameworks to build a scalable agency — but you still have to build it.
We’ll guide you, but:
- No one else can define what success looks like for your agency.
- No one else can set boundaries, document your standards, or lead your team for you.
If you’re ready to do the real work of systemizing your business — without wasting months figuring it out yourself — this program will feel like a cheat code.
Is this suitable for beginners?
Yes — as long as you’ve found product-market fit and have clients coming in.
You don’t need experience in operations, systems, or project management. Workflow Essentials was built for agency founders who are drowning in client work and want to finally get out of the weeds. If you’ve tried winging it or duct-taping solutions together, this will be a welcome reset.
You’ll get step-by-step lessons, agency-ready templates, and real-world examples designed to get you results — fast.
Do I need to use Notion?
Workflow Essentials is supplemented by our Notion Template, AgencyHQ, but the frameworks apply no matter what tools you’re using.
If you prefer ClickUp, Trello, or even pen and paper, you’ll still get huge value from the program.
That said, we include a complete Notion workspace with everything pre-built — so if you’re open to switching or consolidating tools, you can hit the ground running.
What kind of results can I expect?
That depends on how much you implement.
The agency owners getting the best results are freeing up 10+ hours per week, hiring with confidence, and finally scaling without everything depending on them. If you follow the plan, show up for yourself, and apply what you learn — you’ll create more space, more clarity, and a stronger foundation to grow from.
I’m still solo or don’t have a full team. Is this still for me?
It depends.
If you never intend to hire a team, no. But if you hope to in the near future, yes. In fact, it might be the perfect time.
Workflow Essentials is about getting your business ready for a team and scale. That means:
- Documenting what’s in your head
- Delegating low-leverage tasks
- Automating repeatable work
- Creating space to grow intentionally
If you're still doing everything yourself, this will help you stop being the bottleneck before you become unscalable.
Do I get any support or feedback?
Yes! This is a self-paced course, but as part of the program you get access to:
- The comment section below each video lessont to ask questions
- Our chat feature to get feedback on your business
- The private community where you can connect with other agency owners
You can also upgrade to 1:1 strategy calls or implementation help if you need extra support.
How long does the program take to complete?
Most agency owners complete the core training and implement their first systems in 2–4 weeks, working a few hours a week. But you can go faster or slower — it’s entirely up to you.
You’ll also have lifetime access to the course and all future updates.
What’s your refund policy?
If you’re on the fence, don’t buy. We’re not here to convince you.
Workflow Essentials was designed for agency owners who see it and say: “This is exactly what I need.”
But if you do enroll and decide it’s not the right fit, we offer a 14-day money-back guarantee. No guilt. No stress.
Still have questions? Reach out to us at [email protected]
or message us directly. We’d love to help you figure out if Workflow Essentials is the right move for your agency.
MEET Your instructor
Hey, I'm Sam!
I’m the CEO and founder of Workflow Lab. Over the last 3+ years I’ve partnered with 60+ agency owners and sold system templates to over 3,000+ agencies.
I’m also a system and automation expert: I am 1 of only 90 certified consulting partners for the popular project management tool Notion - 100M users.
I’ve seen what systems it takes to power the top 1% of agencies, consulting for the likes of Darkroom Studios.
Thoughts from Past Clients
(Before Workflow Essentials we took clients, one-to-one, through the same process)
Niall Wilde
CEO at Estrategias.io
Amber Burch
CCO at Yikes Marketing
Jon Krop
CEO at Flourish
Jon Overton
COO at Sky High Vision
Jackson Corey
CEO @ Darkroom
"“Sam took our complex challenges and executed above our expectations. I can't recommend Sam enough!”
Richard Patricio
CEO @ WorkHappy
“Sam transformed our chaotic mess into a streamlined, efficient system using Notion. This has been pivotal in scaling our operations.”
Thoughts on AgencyHQ...
(The Notion template we use inside the program)
Y. van der Pol
"The template is absolutely just incredible. It contains everything you need to build and grow your agency!
Reid Dolly
"Thank you, Sam. This is perfect for my boutique agency."
Ahmad Firdaus
"I've tried a lot of so-called "perfect" Notion templates for agencies, and none of them really lived up to the hype. But what Sam did with this template is honestly mind-blowing! I didn't even know Notion could be pushed to this extent. But what really stands out is how easy it is to use. It's not cluttered at all and everything is well organized. Congrats, Sam!
Stone Michael Carol
"This template truly is incredible... it has anything and everything you could possibly need for business and client management! But more importantly, you will receive incredible support. I sent an email with a quick question about the template and Sam responded within 5 minutes, I have never ever received support this quickly."
M M Mitchel
"This template is really awesome. We're an agency of only 2 but found all the automations extremely helpful. Not to mention the fabulous customer service. I had a couple questions and Sam emailed me straight away and helped me work through it. Will save you weeks of time. Totally worth it!"
Foley R Smith
"This agency system has everything. Real thought was taken into creating this and it shows. Sam has provided detailed onboarding videos that help you get your head round it all"
Chad Powel
"Great template for agencies and amazing support by Sam!"
Toby Edwin
"Unmatched value. Systemise your whole agency for $100, couldn't' t be found anywhere else. Allowing us to 2-5x agency revenue already. Looking forward to the results and working closer with Sam on holistic agency systemisation. 6/5 stars."
