Agency Operations Hub
A complete operations system for digital agencies — project tracker, resource planner, profit dashboard, and client communication hub.
Overview
Built for digital agencies managing 5-50 clients. This Notion system replaces scattered spreadsheets and project tools with a unified operations center: track projects across phases, allocate team resources, monitor profitability per client, and keep all client communication organized.
Most agencies run on a patchwork of Asana, Google Sheets, Slack, and email. This hub brings everything into one place with interconnected databases that give you real-time visibility into project status, team capacity, and client profitability.
Features
Project Management
- Phase-based project tracker
- Task assignment with deadlines
- Deliverable milestones
- Client approval workflow
- Project archives
- Template library
Team & Resources
- Team capacity planner
- Resource allocation view
- Billable hours tracker
- Skills matrix
- Availability calendar
- Hiring pipeline
Finance & Profitability
- Client profitability dashboard
- Revenue forecasting
- Expense tracking
- Retainer management
- Invoice status tracker
- Monthly P&L overview
What is Included
- Project Tracker template
- Resource Planner template
- Profit Dashboard template
- Client Hub template
- SOP library (10 pre-built templates)
- Setup guide and onboarding checklist
- Video walkthrough (75 minutes)
Who It is For
Digital Agencies (5-15 people)
Replace Asana + Harvest + Google Sheets with one system. Track projects, allocate team members, monitor profitability, and keep clients in the loop.
Design Studios
Manage creative projects with revision tracking, client approval workflows, and asset management — all connected to your profitability dashboard.
Dev Shops
Track sprints, manage technical debt backlogs, and monitor project profitability across multiple client engagements.
Setup Guide
The Agency Operations Hub is the most comprehensive Studio product. We recommend scheduling a 30-minute onboarding call (included with purchase) where we walk through your specific agency setup. Alternatively, the detailed setup guide covers everything in about 90 minutes of self-guided configuration.
Changelog
- Added client profitability dashboard
- New skills matrix for resource planning
- SOP library expanded to 10 templates
- Improved team capacity planner
- Added hiring pipeline
- New retainer management system
Frequently Asked Questions
Can multiple team members use this simultaneously?
Can this replace our project management tool?
What Users Say
“We cut our tool stack from 6 apps to essentially 2 — Notion + Slack. The profitability dashboard alone revealed that two of our retainer clients were actually costing us money. We renegotiated within a week.”
David Kim
Founder, Craft Digital (12-person agency)
Quick Facts
Requirements
- Notion Team or Enterprise plan
- Comfortable with Notion databases and relations
- 60-90 minutes for full setup (or schedule our onboarding call)