12 tasks appear with due dates across 14 days. The client gets their own checklist in their portal: sign, pay, upload brand assets, grant access, book the kickoff.
The only system your agency needs
See the client who's about to leave while you can still keep them
Agency OS is a Notion system for agency owners. Every client, task and dollar sits on one page, and the clients going quiet get flagged before they send the email. Set it up tonight.
Price goes up by $10 when the timer hits zero
$7$17
One-time payment·Delivered by email·14-day guarantee
Watch
See it run a real agency
Client management
Each client gets a command center for you and a portal for them
Client Command Center
Your internal page for one client. Contract, billing, meetings, tasks, invoices, wins and files, filtered to that client automatically. Buttons for onboarding, renewal and offboarding, and a Client Intel block only your team sees. Anything the client does in their portal lands here.
Client Portal
The page your client sees when you share the link. They review and approve deliverables, send requests, tick off onboarding to-dos, follow a 90-day roadmap and read monthly reports with a video walkthrough. Each client sees only their own portal.
If this is your week
Right now the agency runs on you. You're the part that breaks first.
- ✕It's past 3 am and you're answering a client from bed. The requests came in faster than the work got done, again.
- ✕A client asks how the new campaign is doing, and you realize nobody built it. It lived in a Slack thread nobody opened twice.
- ✕Their big sale started this morning. The ads for it were supposed to go live yesterday, and you find out from the client.
- ✕You pay hundreds of dollars a month for tools that each want you to work their way. Your process bends to fit the software.
- ✕A new client signs, and the first two weeks are a mess of emails chasing logins and logos. They're already wondering if they picked the right agency.
- ✕A client leaves after their first month over a missed deadline and a wrong file sent. Both mistakes could have been caught.
You are the system. Every client you add puts more weight on you. And the first sign it's too much usually shows up as a client leaving.
After Agency OS
Start every Monday knowing exactly where every client stands
One page shows you which clients need you today and who owes you money. It takes about a minute. Then you get on with your week.
- ✓A client cools off and you see it, with the reason written next to their name. You call them while it's still a chat about the account.
- ✓Your WhatsApp goes quiet. Clients approve work and check their results in their own portal.
- ✓You know what you kept this month, client by client. Paying yourself stops being a guess.
- ✓The next referral feels like good news. Onboarding is one button, so nothing slips when you say yes.
Get Agency OS for $7
One-time payment·14-day guarantee
How it works
Six buttons you'll press every week
Everything is already wired together. Press a button and the rest of the system catches up.
✓ Approve (client side)
Your client approves an ad in their portal and it leaves your "Waiting on Client" list. Nobody has to screenshot anything into Slack.
☑ Mark Done
The task leaves your list and the project's progress bar moves. You see where every project stands without asking anyone.
+ Record Payment
An overdue invoice flips to Paid. Revenue, cash on hand, client lifetime value and profit update on every page that shows them.
The satisfaction score feeds the client's Health Score. A client marked At Risk can move back to Healthy once the meeting goes well.
A won lead becomes a client with a portal ready to share the same afternoon.
A few months in
An agency that keeps running when you step away
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You take a week off in July and the phone stays in the bag. Your team works from the playbooks. Clients see their updates in their portal.
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Clients stay. Renewals show up 60 days early, so you walk into every renewal call prepared.
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Three people look like twenty. Every client gets a private portal and a monthly report with a video walkthrough, and they talk about you that way.
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You pay yourself first. You can see what's left after contractors and taxes, before the month closes.
Who built this
Hi, I'm Almog
Former agency owner. Creator of Agency OS.
I owned a marketing agency. Then I spent 4 years as deputy CEO of a bigger one, training the team and bringing in clients.
The same problem followed me to both. Everything was scattered, and the team was never in sync.
Someone would tell a client one thing, and a week later someone else told them the opposite. We'd agree on something in a meeting, and by the next week half the team had a different version of it. Those moments were embarrassing, because the client saw it too.
There was no single place where everyone could find the same files, keep the same goals in front of them and know exactly what to do next.
So I started learning how to build systems, and I fell in love with Notion. Even the free plan can run a big operation.
What I love most is what it does for clients. When they open their own portal and everything is there, they feel looked after. That feeling is what sets an agency apart from the competition.
Agency OS is the system I wish we'd had. If your team is out of sync and your clients are starting to notice, start here.
Get Agency OS
Add your first client tonight. Send their portal tomorrow.
Notion template
Agency OS
$7 one-time · USD
- ✓The complete Agency OS Notion template
- ✓A private portal for every client you add
- ✓Playbooks and scripts, down to what to send on day 1, 7 and 14 of a late invoice
- ✓Quick Start guide so you're set up the same day
Price goes up by $10 when the timer hits zero
$7$17
Secure checkout by Whop·Delivered to your email
14-day money-back guarantee
Duplicate it, add a few clients and send one portal link. If it doesn't earn its place in your agency, email me within 14 days and I'll refund the full $7.
Common questions
Quick answers
What exactly do I get?+
A Notion template. After checkout you get a link by email, click Duplicate, and the whole system copies into your Notion workspace. That includes the dashboards, the client portal and the playbooks. There's no separate app and no subscription.
It's just me right now. Is this overkill?+
No. Today it gets every client and every deadline out of your head and onto one page, so nothing depends on you remembering it.
And the day you hire your first person, they plug into a system that's already running. You send them a link. You don't spend your weekends writing down how you do things.
Do I need a paid Notion plan?+
No. I built the whole system on Notion's free plan, and everything in it works there. You can duplicate it tonight and start without upgrading anything.
I'm not technical. Can I set this up?+
Yes. Nothing needs building. Duplicate it, follow the Quick Start guide and add your first client. If you can fill in a Notion page, you can run Agency OS.
Does it connect to Stripe, my bank or ad platforms?+
No. Payments and results are entered in Notion, and recording a payment is one click. There are no integrations to set up or break.
Can my clients see each other's information?+
No. Each client is invited as a guest to their own portal page and sees only their own work, files, invoices and results.
I already use a project management tool.+
Most project tools handle tasks. Agency OS also covers client health, client portals, invoices, profit, sales and content, and all of it is connected. You can keep your current tool for tasks, or move everything over and cancel a few subscriptions.
Does it replace my accountant?+
No. The Finance Hub shows you your numbers as they happen. Your CPA still does your taxes and books.
Who should not buy this?+
Agencies with 50+ people that need enterprise permissions. Anyone who needs payroll, full accounting or automatic bank sync. And anyone who won't use Notion.
Stop finding out from the cancellation email
For $7 you get the system tonight. Add your clients, and tomorrow morning you'll know which one needs a call.
Get Agency OS for $7
One-time payment·No monthly fee·14-day guarantee