The Complete Agency Operating System
An all-in-one workspace designed to help agency owners save time, break silos
and ultimately rediscover their founder-freedom!
watch full tour
"Allowing us to 2-5x agency revenue already."
"Unmatched value. Systemise your whole agency for $100, couldn’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."
- Toby Edwin
BENEFITS
Everything in One Place
client projects
Manage multiple projects, for multiple clients, for multiple services.
tasks & deliverables
Prioritize your tasks and break bigger deliverables into manageable sub-tasks.
prospects & deals
Track all your opportunities and never forget to follow-up with a prospect again.
proposals
Create professional looking proposal in seconds and share directly from Notion.
content creation
Get serious about content creation and repurpose across multiple platforms.
objectives & KPI's
Set and track all your company KPIs, Objectives and Project Initiatives.
meeting notes
Capture notes and action items for internal and client-facing meetings.
invoices
Track all your open invoices and even host them natively inside Notion.
hiring & onboarding
Automate your hiring process and give your new hires onboarding checklists.
FEATURES
Take a Closer Look
"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
DELIVERY
Client Projects
Manage multiple projects, for multiple clients, for multiple services.
Prioritize your tasks and break bigger deliverables into manageable sub-tasks.
Auto-create project tasks
Time-tracking for billable hours
Integrate with Softr client portal
sales
Client Relation Manager
Track all your opportunities and never forget to follow-up with a prospect again.
Create professional looking proposal in seconds and share directly from Notion.
Report on data with Notion charts
Track deal and contact details separately
Send and share proposals
marketing
Content Manager
Get serious about content creation and repurpose across multiple platforms.
Use the same system I used to get to 2,000+ subscribers on YouTube!
Manage content across multiple channels
Optimise for content repurposing
Templates for all types of content
I've tried a lot of so-called "Perfect" templates...
but what Sam did is honestly mind-blowing!
"I’ve tried a lot of so-called “perfect” Notion templates for agencies, and non 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. The template is super comprehensive and I think it fits well with agencies across different industries. But what really stands out is how easy it is to use. It’s not cluttered at all and everything is well organised."
- Ahmad Firdaus
Human resources
Hiring Dash
Manage your entire hiring process without having to pay hundreds of dollars in expensive HR software.
Share job posts using Notion web
Applications go directly into Notion
Manage candidate interviews / scorecards
Finances
Financial Dash
Manage your finances directly in Notion; notice revenue trends and create budget plans.
Track all your open invoices and even host them natively inside Notion.
Report on trends with Notion charts
Create your ideal expense ratio
Automate invoice tracking
human resources
Employee Management
Automate on and offboarding checklists for both your new hire and internal team.
Ensure employee growth with recurring tasks and 1:1 templates.
Automatic on and offboarding checklists
1:1 / performance review template
Link onboarding tasks to internal wiki
"Real thought was taken into creating this and it shows."
"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"
- Foley R Smith
COMMUNITY
Become part of a community
Access our exclusive community, ask questions, share insights, and stay updated with tutorials.
TESTIMONIALS
What others are saying
Alessio
"The AgencyHQ template is fantastic, and Sam has always been available to resolve any of my questions!"
Pay once, use forever.
Enjoy lifetime access, community support, and no subscription fees.
AgencyHQ template
$197
One-time-payment
Template access
Video tutorials and documentation
Private community and message support
14-day money back guarantee
14-DAY HASSLE-FREE MONEY BACK GUARANTEE
We want you to love AgencyHQ. If you're not satisfied, contact us within 14 days
and we’ll issue a full refund —no hard feelings.
about us
Hey, I'm Sam!
I’m the CEO and founder of Workflow Lab. Over the last 2+ years I’ve partnered with 50+ agencies to systematise and scale their businesses.
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.
Workflow Lab is also a thriving business in it's own right, with a team of 2 generating over $50k in annual revenue. So I know what it takes to scale from a small, bootstrapped business that “pays the bills” into a scalable business.
STILL NOT SURE?
Frequently Asked Questions
How does this work?
After purchase, you'll be invited into our private community where you can access the dedicated AgencyHQ course and template. If you're new to Notion, we've got a "Getting Started" module that will show you step-by-step how to duplicated, setup and start using the template. You'll also be able to get 1:1 support from us within the community.
Can I use this with Notion's free plan?
Yes! You can use the full template on Notion’s free plan. However, certain automations (like the database automations) require a Notion Plus plan. If you plan to collaborate with a team, you'll also need to upgrade to the Plus plan to add team members.
What is your refund policy?
We want you to love AgencyHQ. If you're not satisfied, contact us within 14 days and we’ll issue a full refund—no hard feelings.
Why Notion?
Notion is the perfect tool for agencies because it's:
- Accessible across all devices (web, desktop, mobile)
- Fully customizable to your workflows
- Built on powerful databases, yet beginner-friendly
- Free to start, affordable to scale
Can I customize this to fit my agency?
Absolutely! AgencyHQ is fully customizable, and we’ve structured it with simplicity and scalability in mind. You can rename pages, tweak workflows, and adapt it to your agency’s exact services and structure.
Will this work if I’m a solo freelancer or just starting out?
Yes! AgencyHQ is designed to work whether you're a solo operator or managing a growing team. You can start simple and use more and more parts of the setup as your agency grows.
How long does it take to setup?
Most users get fully set up within 1–2 hours. We provide a step-by-step "Getting Started" module to help you hit the ground running.
Do you offer updates?
Yes! You'll receive lifetime access to updates for the version you purchase. As the template improves, you’ll get new features, workflows, and refinements.
Can I share this with my team or clients?
Yes—if you're on Notion's Plus plan or higher, you can invite your team directly. For client access, you can create client portals natively inside Notion or using Softr (we have instructions for both use cases.)
That being said, you're purchasing a personal license of AgencyHQ. You can not resell this template or share a "copy" of the entire template to other .
Still have questions?
I’d love to hear from you! Reach out anytime at [email protected], and I’ll get back to you personally.
Copyrights 2025 | Workflow Lab™
