Workflow
Essentials
Grow Your Service Business
to Six & Seven Figures
Without Sacrificing Your Soul
Discover the proven strategies to build a delivery system that lets you step back from daily operations, scale effortlessly, and finally experience true freedom as a CEO.
We've Helped Over 3,000 Service-Businesses
Systemize Their Operations
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...
Katie Whitley
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...
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
As the Operations Manager in our agency, Workflow Essentials has been incredibly valuable in helping me identify and design systems that will support our growth.
The course gave me the clarity and tools to start building a centralized hub and streamline our internal processes...
Olesia Kyselova
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...
Ava Chukwudi Philip
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
...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...
Any agency owners looking to scale and automate, start here!
Liam O'Neill
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 operations...
Patrick Gaulin
Your Success is the Problem
You've built a successful service business, but now you're trapped.
Maybe you're a solo entrepreneur who's hit the ceiling on clients you can personally serve.
Or perhaps you've built a team, but client delivery is still chaotic and everything depends on you.
And that's 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.
You're Growth Has Flatlined
Simply put, you can't serve more clients - so you can't make more money.
You've probably tried: More marketing. More sales. More hustle.
But once you reach a certain point, more growth won't fix your business.
These things DON'T work either:
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.
You Need a Delivery System
You don't have a demand problem. You have a supply problem.
You need a way to serve more clients without working more hours—and without sacrificing service quality.
The problem is, you think your work is too custom or creative to systematize.
You believe you're the only one who can deliver the results your clients expect.
You're wrong. (And I say that with love.)
Your business already has systems—they're just invisible, trapped in your head, and completely dependent on you showing up every single day.
James Banks @ Rankmax.ai
"Workflow Essentials revealed a lot of inefficiencies with the way in which we do our work… I've been able to pretty much entirely automate our content creation process now! I’ve been running this new process with my team for the past two weeks and feedback from the team is time taken to complete the process has at least halved while also freeing myself up from being involved in the process altogether. 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."
Katie Whitley @ Monde Social
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. Since Workflow Essentials, I have scaled my business from $100K to $600K per year! I highly recommend the program to anyone who wants reach that next level in their business - and need systems to do it!
Build a Delivery System
- That Actually Works
Phase 1: MAP Your Delivery Process
This is the foundation for everything else. You'll create a visual "Process Map" of every step from client sign-up to offboarding. Then identify which parts to systematize and clarify who's responsible for what.
Phase 2: CREATE Your SOPs & Software
Now you'll execute your plan by creating "Wiki-items"—SOPs, templates, checklists, and automations. Plus set up your project management system so everyone knows what to do, when to do it, and how to do it perfectly.
Phase 3: DELEGATE to Your Team
Finally, you'll establish "ways of working"—accountability mechanisms that ensure your systems actually get used. Then hire and train the right people using our proven process.
We've Helped Every Kind of Service Business👇🏻
Jon Krop
CEO at Flourish Wellbeing
BEFORE
Previously failed to hire full-time employees
Had no hiring platform or process
Was unable to take on more clients
AFTER
Added thousands in revenue
Full hiring system integrated in Notion
Able to take on more clients
Amber Burch
CCO at Yikes Marketing
BEFORE
Had a slow, admin-heavy onboarding process
Client management was chaotic
No project management setup
AFTER
Automated client onboarding process
Installed daily team standup
Complete project management system
Niall Wilde
CEO at Estrategias.io
BEFORE
Stuck in the fulfilment of his business
Struggling to manage his team
Chaotic onboarding process
AFTER
Finally able to focus on needle-moving tasks
Completely automated his client onboarding
Freed from parts of service delivery
Okay I get it - but what's
actually inside the program?
Great question 😃
Here's what the course curriculum looks like:
Module 1: Map Your Fulfilment System
Lesson 1: What to Expect - (9 minutes)
Lesson 2: Map Your Fulfillment Process - (10 minutes)
Lesson 3: What is a Wiki-item? - (5 minutes)
Lesson 4: Improve Your Fulfillment Process - (21 minutes)
Lesson 5: Define Roles & Responsibilities - (4 minutes)
Module 2: Build Your Software, SOPs & Automations
Lesson 1: Setup Your Project Management Software - (27 minutes)
Lesson 2: Create a Client Portal (or Project Log) - (3 minutes)
Lesson 3: Write Your SOPs - (5 minutes)
Lesson 4: Create Your Automations - (3 minutes)
Lesson 5: Setup Your Wiki - (9 minutes)
Module 3: Hire Your Dream Team
Lesson 1: Operating System (KPIs, Issues & Meetings) - (13 minutes)
Lesson 2: Your Next Best Hire - (6 minutes)
Lesson 3: Ideal Hiring Process - (7 minutes)
Lesson 4: Ideal Onboarding Process - (7 minutes)
Lesson 5: Continuous Systemization - (3 minutes)
Watch a Sample Lesson
Here's a taste of what the lessons inside the course are like 👇
"Workflow Essentials has been incredibly valuable in helping me identify and design systems that will support our growth!"
"As the Operations Manager in our agency, Workflow Essentials has been incredibly valuable in helping me identify and design systems that will support our growth. The course gave me the clarity and tools to start building a centralized hub and streamline our internal processes. I’m currently implementing what I’ve learned and already seeing how it’s setting us up for smoother operations and better team collaboration."
- Olesia Kyselova
Plus $6.25k in bonuses
Yup. We’ve decided to bundle in a bunch of free bonuses, just for fun:
BONUS #1
1:1 Support & 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
Resource Library
My entire collection of SOPs, templates, email scripts, hiring materials, and automations that you can copy and customize for your business.
This comes from working behind the scenes with over 3,000 businesses. It's literally my entire swipefile and we add to it everytime we find another great resource.
($2,000+ value)
BONUS #3
"Notion Essentials" Course
Unlimited licenses to 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.
($250 per license)
BONUS #4
"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
($2,000 value)
Watch Full Demo of AgencyHQ
See what's inside the Notion template👇
"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
Workflow Essentials
$597
One-Time Payment
🧠 The Core Workflow Essentials Curriculum – 2+ hours of material teaching you everything we know about growing with systems from setting up your software, writing SOPs to building a team.
💬 1:1 Support & Private Community – Access to 1:1 message support through our staffed forums, course comment sections and direct chat.
🧰 Resource Library – My entire swipefile of SOPs, templates, email scripts, hiring materials, and automations that you can copy and customize for your business.
🤓 Notion Essentials Course (Unlimited Licenses)– Our beginner-friendly mini-course that will help you and your team master Notion in less than a day.
🚀 AgencyHQ Notion Template & Course – Our all-in-one Notion template to (trusted by 500+ businesses) to manage clients, leads, content, employees, and more effortlessly. It includes:
✅ Client Projects – Manage all your projects, deliverables, tasks, meetings & reports in one place.
📞 CRM – Track all your leads and never forget to follow-up with a prospect again.
📹 Content Manager – Get serious about content creation and repurpose across multiple platforms.
🤝🏻 Hiring Dash – Manage your entire hiring process without having to pay hundreds of dollars in expensive HR software.
💰Finance Tracker – Manage your finances directly in Notion; notice revenue trends and create budget plans.
👪 Team Management – Automate on and offboarding checklists for both your new hire and internal team.
📚Operating System – Store Goals, KPIs, SOPs, Team Meetings, Issues and much more!
❤️ Lifetime access to all recordings, resources and templates, as well as life-time access to all future updates to the program!
$597
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.
Who is this for?
This is perfect for:
Service businesses 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:
Businesses 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.)
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.
I bought AgencyHQ and/or Notion Essentials already. Can I get a discount?
Yes you can!
Email [email protected] with a receipt of your purchase and we will take the price of whatever you bought, off of Workflow Essentials.
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.
More Client Wins
Jackson Corey
CCO @ Darkroom Studios
“Sam took our complex challenges and executed above our expectations. I can't recommend Sam enough!”
Toby Edwin
CEO @ Ezier
"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."
Richard Patricio
CEO @ Workhappy
“Sam transformed our chaotic mess into a streamlined, efficient system using Notion. This has been pivotal in scaling our operations.”
Thomas Varekamp
"Crazy value for money. Not only a extremely well-built Notion template, but also
a masterclass on how to systemize all agency processes."
Pau Moradell
"Game-Changer for my agency! AgencyHQ is hands down the best Notion template I've ever purchased! It has completely transformed how I run my business, helping me systemize everything - objectives, projects, initiatives, marketing, sales, fulfilment, and more. It provides a structured yet flexible framework that keeps everything organized and streamlined. If you're looking for a way to scale and optimize your agency, this is an absolute must-have. Highly recommend! 🚀"
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!
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."
Chad Powel
"Great template for agencies and amazing support by 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."
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"
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!"
Workflow Essentials
$597
One-Time Payment
🧠 The Core Workflow Essentials Curriculum – 2+ hours of material teaching you everything we know about growing with systems from setting up your software, writing SOPs to building a team.
💬 1:1 Support & Private Community – Access to 1:1 message support through our staffed forums, course comment sections and direct chat.
🧰 Resource Library – My entire swipefile of SOPs, templates, email scripts, hiring materials, and automations that you can copy and customize for your business.
🤓 Notion Essentials Course – Our beginner-friendly mini-course that will help you and your team master Notion in less than a day.
🚀 AgencyHQ Notion Template & Course – Our all-in-one Notion template to (trusted by 500+ businesses) to manage clients, leads, content, employees, and more effortlessly. It includes:
✅ Client Projects – Manage all your projects, deliverables, tasks, meetings & reports in one place.
📞 CRM – Track all your leads and never forget to follow-up with a prospect again.
📹 Content Manager – Get serious about content creation and repurpose across multiple platforms.
🤝🏻 Hiring Dash – Manage your entire hiring process without having to pay hundreds of dollars in expensive HR software.
💰Finance Tracker – Manage your finances directly in Notion; notice revenue trends and create budget plans.
👪 Team Management – Automate on and offboarding checklists for both your new hire and internal team.
📚Operating System – Store Goals, KPIs, SOPs, Team Meetings, Issues and much more!
❤️ Lifetime access to all recordings, resources and templates, as well as life-time access to all future updates to the program!
