Join the Workflow Essentials program to systematise your agency by defining your processes and setting up your Notion workspace.
Unlock long-term, stress-free scalability
Remove founder from day-to-day operations
Increase team capacity and profitability
You have crafted an offer that the market needs and scaled to $10k/month and beyond. However...
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.
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.
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.
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.
Jackson Corey
CEO @ Darkroom
"“Sam took our complex challenges and executed above our expectations. I can't recommend Sam enough!”
Katie Whitley
CEO @ Monde Social
“Sam's systems & automations allowed me to finally take a holiday! I was able to delegate OR automate 90% of my tasks.”
Richard Patricio
CEO @ WorkHappy
“Sam transformed our chaotic mess into a streamlined, efficient system using Notion. This has been pivotal in scaling our operations.”
Install the Agency OS to lay your foundation for systems.
Document SOPS that empower delegation.
Build a Notion that allows you to take unplugged vacations.
"A masterclass on how to systemize "
"Crazy value for money. Not only a extremely well-built Notion template, but also
a masterclass on how to systemize all agency processes. "
- Thomas Varekamp
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 beyond $30K/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.
At their core, all agencies do the same two things:
1. We sell the stuff we do
2. We fulfill the stuff we sold
So the first thing every agency owner must do is visualize how these two things happen.
It’s much easier to optimize and systemize a process when you have first visualized that process.
Now that we have visualised our systems, we need to make sure that we have a team that is fully staffed and ready to execute those systems.
In other words, you need to clarify WHO is responsible for WHAT.
Then, we need metrics to keep everyone accountable and "on the same page", and that page is the KPI dashboard.
Once you're identified the WHAT and the WHO, how do we organise everything in Notion?
Together, we'll share a beginner-friendly refresher to help master that basic of Notion - from adding data to customising view structures.
Plus, we'll show you how to make the most of our templates for a "do it once and it's done" approach.
Look, I get it…you hate meetings. So does everyone.
But with a structured meeting rhythm:
1. We leverage preset agendas and KPIs to drive all our meetings.
2. We maintain a “meeting rhythm” so we have LESS but better meetings where everyone shows up prepared and distraction-free.
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 build SOPs, harness default tasks and automate workflows.
Our main goal? To optimise your effectiveness, and help you and your team save time while building you systemised operation
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)
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.
($300 value)
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
($100 value)
Niall Wilde
CEO at Estrategias.io
Amber Burch
CCO at Yikes Marketing
Jon Krop
CEO at Flourish
Jon Overton
COO at Sky High Vision
Free to reserve - no deposit required!
Everything you'll get:
"Workflow Essentials" course ($2,000 value)
Private community & support ($2,000 value)
"How to Notion" mini-course ($300 value)
"AgencyHQ" Notion template ($100 value)
Downloadable templates, SOPs and automations
Usually $1,000
$697 (FREE to Reserve)
"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."
"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."
"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!"
"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."
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.