Notion for Agencies: SCALE your Agency

🖥️ NOTION FOR AGENCIES. Trusted by 250+ Agencies: sambird.gumroad.com/l/acwza
In this video, I'll give you a tour of Notion for Agencies - the ultimate all-in-one agency system trusted by 250+ agencies. I'll show you 3 ways the template can help you scale your agency.
NOTION TEMPLATES:
🖥️ Notion for Agencies: sambird.gumroad.com/l/acwza
⚙️ Systematize Your Agency (mini-course): sambird.gumroad.com/l/gymop
🌀 Client Portal: sambird.gumroad.com/l/bzcrq
📚 Company Wiki: sambird.gumroad.com/l/hmdhu
💰 CRM (Client Relation Manager): sambird.gumroad.com/l/lijbz
🤝🏻 Meeting Notes: sambird.gumroad.com/l/dpnhx
RECOMMENDED TOOLS:
🖥️ Notion (Obviously): affiliate.notion.so/agh85z9d6mdz
🤖 Make: www.make.com/en/register?pc=s...
INTERESTED IN BECOMING A NOTION CONSULTANT?
🎓 Notion Consultant Course: sambirdco--notionology.thrive...
WATCH NEXT:
• Notion for Agencies: S...
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WHO AM I?
If we haven’t met before - Hey 👋🏻 I’m Sam, a certified Notion consultant and process expert. For the past 2.5 years I’ve been helping 50+ agency owners scale their businesses through systematisation. On this channel, I share the tips, insights and techniques to help you do the same!
📲 CONTACT:
Discovery Call Booking: calendly.com/samcliffbird/dis...
Website: www.sambird.co/
Twitter/X: / samcliffbird
LinkedIn: / samcliffbird
⏱️ TIMESTAMPS:
00:00 - Intro
00:33 - Managing Your Clients
07:44 - Managing Your Team
14:38 - Managing Your Business
18:32 - Outro

[@lodeluyckx]

Very insightful!

[@HACHmusic]

Love this! I'm definitely getting the template 🙌

[@samcliffbird]

I’m glad you liked it! Let me know if you have any questions about the template 🤝

[@Mr.abdelrahmanibrahem]

I will use this for my company... Thank you man

[@samcliffbird]

Thank you - glad it helped!

[@byamberkri]

This is an awesome setup! Do you share your tasks database with clients? I've had trouble figuring out a setup because it's basically an all-or-nothing with how notion handles it so far. So either I let them see everything or have a separate database for every client which obviously would be a giant pain. I'd love to know how you manage this!

[@samcliffbird]

Good question: there are a couple of work arounds. 1. Use net-new tasks database for each client and use Notion new home feature to get an overview. (See: kzbin.info/www/bejne/aYeyc59ro7mBeKssi=bcNy89N_wgMAuI7f) 2. Create a similar setup in step 1 but use automation to bring all tasks into a central private database (see: kzbin.info/www/bejne/aYeyc59ro7mBeKssi=bcNy89N_wgMAuI7f) Feel free to send me an email to [e-mail] for more details!

[@RiadhRebei]

Hello there, great tool you've built! Quick question here, when I share the portal and I visit it in Incognito mode, none of the informations I shared appear, like the kanban view of tasks or the timeline, although I set them to be shared with the portal. Any idea what might be causing this? Thanks in advance.

[@samcliffbird]

Hey there! Have you checked that the "Shared Databases" page has been published to the web with "can comment" access? If you have any further questions feel free to contact me at [e-mail]

[@stephenlittle_cumbria]

Template looks great, one question. Quite often clients will need one off jobs doing, like change website images or even just change phone number, but it's not a project, at present in ClickUp I have both client projects and client tasks. So can tasks be added to clients and not linked to a project?

[@samcliffbird]

Good question: at the moment N4A is setup so that the client projects are the home for all engagements with the client. So you would have one client project for all projects and tasks (including one off tasks) within that project page. However, you can definitely tweak the template so that you have a client dashboard that contains inside it client projects and client tasks. Email me at [e-mail] for more details about customising the template!

[@ahmadfirdaus8403]

Hey Sam, the template looks great! One question, is the template continuously updated for future Notion feature updates?

[@samcliffbird]

Good question: Yes! I am continually making improvement to Notion for Agencies and them pushing them out. I am currently working on making use of the Home feature.

[@Gilly103221]

This video is so well written that it is super easy to follow. The template is work of art. @AliAbdul would be super proud of the quality of you video and @Marie{oulin will be so excited by the quality of your template. Congratulations on a really good piece of work.

[@samcliffbird]

Wow thank you Gilly! That's super kind of you!

[@orelhassid]

Looks great, In the proposal template, don't you think it's important the client to see all the components that he will get in this project in order to set expecations? I mean that in the proposal template the client will see a details list of the work and what he will get, so he can make sure that all cover and the cost for the project makes sense

[@samcliffbird]

Yeah that's a great point! The proposal template is definitely bare bones and supposed to be adapted for your particular use case. If you need a greater price breakdown you could create a simple table in the template and add the information in there. Alternatively you can add pricing information inside the page body of each deliverable!

[@saschagottlieb9735]

Hey man, quick question. Why would you use a relation for assignee property rather than the people property that also notifies the user instead of commenting in the task?

[@samcliffbird]

Yeah great question! There’s a couple reasons: 1. With a relation, we’re able to use the self-referential filter trick for the personal dashboards. This means personal dashboards can be setup automatically + managers can click into their direct reports personal dashboards and see their tasks 2. With a relation you can use roll ups in some use cases which is helpful. It’s absolutely a choice, and there’s advantages and disadvantages with both methods.

[@user-qf6os6xd8i]

Hello Sam. Your videos and templates have been a great help to bringing my dreams to life. I'm very new to Notion and i just purchased your CRM Tracker template for our events and content creation startup in Nigeria. Please I have just two questions : - We organize a lot of events would like to have all of our clients and guests in one database. Is it possible to use the client database in your CRM Tracker as a registration tool for our guests at entry, in a way that those who are in our database will have their information come up automatically and those who aren't can be registered immediately? To avoid duplicates. - Secondly, we couldn't find our Nigerian currency (Naira) in the numbers format. Is it possible to create a new number format for our currency? If it isn't possible, we'd appreciate if you could advice us on the best approach to achieving this, maybe over a call. Thank you. Looking forward to getting the Notion agency soon as get the hang of Notion.

[@samcliffbird]

Hi there - thanks for the kind words. I’m glad you’re enjoying the CRM! 1. The template hasn’t been built to be used like a registration tool. I would need to hear a bit more about your requirements to advise on this. 2. Unfortunately Notion only has the currency built in at the moment. I do offer consulting services. You can book a free 30-min discovery call at my website: www.sambird.co I look forward to hearing from you!

[@user-qf6os6xd8i]

I appreciate your reply@@samcliffbird . I'll book a call so we can discuss in detail

[@ChaimaABID-uo9uk]

Can someone please help me?? I can't see USD currency (only the value) in the board view of the sum of the estimated value, knowing that the estimated value is a Rollup field type

[@samcliffbird]

Hey there! To update the currency you should go to the "Services & Offer" page and change the "Price" property to USD. This will then update the roll-up and formula over on the CRM. Hope this helps!

[@justravemusic]

Could you show the Task Manager and Content Page?

[@samcliffbird]

Hey there 👋 Unfortunately I don’t have any KZbin footage but if you send me an email to [e-mail] I can send you over some of Looms from the instructions!

[@gregoryarcia8227]

Can I set social media KPI for clients with this template?

[@samcliffbird]

There’s only internal KPIs in the template at the moment. You could try duplicating the database and integrating it into the client projects & portal. If you would like a hand tweaking the template I do offer consulting services at notionupgrades.com

[@Creater-ss3of]

your site notionupgrades is not accessible, says: Page not found Sorry, the requested page could not be found.

[@samcliffbird]

Thanks for letting me know! I've updated the link to my new website: www.sambird.co