The Agency Operating System
Complete Agency Backend - Notion + Financials + Proposals + Outreach + Auto
Most new agency owners spend year one building systems from scratch. A spreadsheet for proposals. A different tool for contracts. A Notion workspace nobody understands. Hours lost to backend chaos instead of closing clients.
This is the complete backend. Download, customize, start operating.
What you get - lifetime access, 28 files total:
Notion Workspace Guide with 5 database systems, 10 SOPs, and a KPI dashboard. Step-by-step setup for non-technical users.
6-Sheet Financial Workbook covering revenue tracking, expense management, profit and loss, quarterly tax planning, 12-month cash flow forecasting, and a financial dashboard. 346 formulas built in.
3 Professional Proposal Templates for retainer, project-based, and discovery engagements.
Service Agreement Template with professional contract terms ready for attorney review.
Plus everything from Tier 1 (outreach templates, pipeline tracker, SOP) and Tier 2 (15 automation workflows, master map, quickstart guide).
Who this is for: New agency owners who want a turnkey backend from day one. No technical skills required.
One-time payment. Lifetime access. All future updates included.
7-day money-back guarantee. No questions asked.







