If you run a small business or agency, you know how hard it is to stay organized. The Notion Agency Kit helps you manage everything in one place—projects, clients, tasks, and money. It’s made by someone who’s built a six-figure agency, so it’s built to work in real life.
Let’s break it down.
🔑 Key Features
Simple Sales CRM
Track leads, calls, and deals in one clean page. You can see where each client is in your sales pipeline at a glance.
Easy Project & Task Manager
Create projects, break them into tasks, and assign them to your team. You’ll never lose track of deadlines again.
Money Tracker
Keep an eye on your income and expenses. It even helps you send clean, shareable invoices.
Content Planner
Plan posts for Instagram, LinkedIn, or any platform. Know what you’re posting and when.
Team Dashboard
See what everyone is working on. Share tasks, notes, and files with ease.
Built-in Automations
Each page comes with simple automations to save you time. No tech skills needed.
💼 Use Cases
- Freelancers becoming agencies
This kit gives you the tools to grow without chaos. You’ll look pro from day one. - Marketing teams
Plan campaigns, assign tasks, and track results. Keep your team on the same page. - Client-based businesses
Onboard new clients, deliver work, and get paid—all from one place. - Remote teams
Work together, even from different time zones. Share updates, goals, and meetings.
✅ Pros and Cons
| Pros | Cons |
|---|---|
| One-time payment for lifetime use | No email updates for new versions |
| All-in-one business workspace | You need to know basic Notion features |
| Great for solo and small teams | Notion must stay installed on your device |
| Easy to set up with full guide |
🧪 My Honest Opinion
I’ve used this kit with a two-person team. It made a big difference. We now have one place for leads, tasks, and money. No more lost notes or forgotten calls.
The setup guide was clear. We were fully running in under an hour. The task manager is my favorite—it’s simple, yet powerful.
If you’ve never used Notion, you’ll need a short learning curve. But once you try it, you’ll wonder how you worked without it. For just $25, this is a must-have for growing agencies.
