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
Jackson Corey
CCO @ Darkroom
"“I can't recommend Sam enough!”
Katie Whitley
CEO @ Monde Social
“Sam's systems & automations allowed me to finally take a holiday!”
Richard Patricio
CEO @ WorkHappy
“This has been pivotal in scaling our operations.”
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
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
"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
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
"2-5x agency revenue already "
"Unmatched value. Systemise your whole agency for $100, couldn't' t be found anywhere else. Allowing us to 2-5x agency revenue already. 6/5 stars."
- Toby Edwin
COMMUNITY
Become part of a community
Access our exclusive community, ask questions, share insights, and stay updated with tutorials.
TESTIMONIALS
What others are saying
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."
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.
Pay once, use forever.
AgencyHQ template
Total value: $300
Today Just $119
Template access
Video instruction and documentation
Private community and message support
STILL NOT SURE?
Frequently Asked Questions
How does this work?
After purchase, you'll receive a link to duplicate the template into your Notion account. If you're new to Notion, we've included a video to help you get started.
Is it really worth $99?
For $99 you gain instant access to a complete agency system, saving you valuable time and effort you would need to commit to create complex databases and layouts from scratch.
You can also be assured that everything will be setup correctly the first time and won't have to make any major changes in the future.
Can I use this with Notion's free plan?
Yes you can, although there are some automations that have been setup that will only work on a plus plan, and of course, you'll need to upgrade to a plus plan if you want to add your team into Notion as team members.
What is your refund policy?
You are eligible for a full refund if you initiate a refund request within 14 days of purchase. This follows the Marketplace refund policy where this template is distributed.
Copyrights 2025 | Workflow Lab™
