Streamlined

SYSTEMS

Streamlined

SYSTEMS

Templates

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Rated 5 out of 5

Streamline the Backend Operations

Streamline the Backend Operations of your Business with

of your Business with

Streamlined

OS

Grow your marketing agency with an all-in-one workspace designed to automate processes so you can save more time, improve client experiences, and drive more revenue.

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David Sierra
Colombia
Bro, so far this is a master piece, it’s everything i needed and even more, thanks for sharing your knowledge. Your channel came to me exactly when I needed the solution to some operation issues, seeing the tutorial and the inside of the platform I can now see my agency way more organized and in control. You made it easy for me to manage 12+ people on my team. Excellent product. 👍🏻

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The Ultimate Client Management System

A unified system for project management, campaign strategies, and seamless communication.

Watch your Sales Pipeline Fill Itself

The days of manual data entry are long gone... Automatically capture your lead's information in the sales pipeline after they book a call with the integrated discovery form.

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Watch your Sales Pipeline Fill Itself

The days of manual data entry are long gone... Automatically capture your lead's information in the sales pipeline after they book a call with the integrated discovery form.

Download Now

Deliver Outstanding Client Experiences

Just like walking into a luxury hotel where every amenity is perfectly arranged for your comfort, this portal is designed to pamper your clients at every step. Experience the convenience, the elegance, and the sheer joy of having everything tailored to your clients business.

Implementing a portal for your clients will allow for a-sync communication and eliminate the need for unnecessary meetings and back-and-forth emails given that all communications will happen in one centralized place

With this portal, you can:

Manage client tasks & projects directly from their portal
Strategize campaigns
Share campaign performance reports
Manage their products
Centralized communication with included chatroom

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Productivity Made Easy

Centralize your agency's knowledge and supercharge your team's efficiency to scale without growing pains.

Easily Log & Find your SOPs

Record and store all of your trainings and procedures inside the SOPs library so you can reference them whenever you or your team are going to perform a task but don't remember how to do it.

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Easily Log & Find your SOPs

Record and store all of your trainings and procedures inside the SOPs library so you can reference them whenever you or your team are going to perform a task but don't remember how to do it.

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Train your Team (without doing it yourself)

There's nothing more disappointing than to hire someone who has to ask how to do the thing you hired them for… Ironic isn't it? StreamlinedOS automatically connects the task to the SOP that shows the assignee how to perform the task.

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Train your Team (without doing it yourself)

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Let Notion AI Handle the Fire

Getting stuck on an issue that takes days if not weeks to solve is costing you time, money, and probably causing some migraines. You can now leverage Notion AI to come up with unique solutions from the data stored inside StreamlinedOS.

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Let Notion AI Handle the Fire

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Create Content that Attracts your Ideal Clients

Craft compelling stories that Resonate with your Target Audience and Drive Conversions.

Create Content that Attracts Qualified Leads

Most gurus these days are just flexing an outrageous amount of leads on social media, but what nobody is willing to do is to strategically create content that attracts QUALIFIED leads.

AgencyOS has a content management system that will help you plan, script, and schedule content with ease.

It includes the following:

Long-form content template for YouTube
Short-form content template for platforms like TikTok, Instagram Reels, & YouTube Shorts
Written-form template for platforms like Twitter & LinkedIn

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Michelle Macdonald
United States
I purchased StreamlinedOS and then moved into a custom project with Jay to speed up the process of implementing a reliable system for my social media marketing operations. Jay is the ultimate Notion guru and went above and beyond to help me get Notion set up for my business. He was quick to respond to all my questions, train me on how to use certain features, and implemented a few extra aspects in the system that I didn't even think of myself. Since using the new system, tracking leads has been organized and seamless, and my clients are loving their new portal which contains their entire content plan and documents. I can quickly assign tasks to team members so that they have direction on what to work on, which has helped me lead my team better. This is just what I needed to take my biz to the next level!! Jay is reliable, kind, and extremely passionate about helping others. So thankful I got his help!! Thanks Jay!!

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Your Complete Financial Picture at a Glance

Your financial command center: all your accounts, one powerful dashboard. Effortlessly monitor your money flow and stay on top of your financial game.

Track Payments Automatically

Track Expenses

Track Account Balances

Track Credit Cards

Track Subscriptions

Track Payments Automatically

Track Expenses

Track Account Balances

Track Credit Cards

Track Subscriptions

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Manage your Entire Business Operations with One System

StreamlinedOS is a system of tools that work together as one so you can manage your entire business operations without jumping from one app (or tab) to the other.

GTD Dashboard

Manage tasks & projects

GTD Dashboard

Manage tasks & projects

Content Manager

Plan, script, & schedule content

Content Manager

Plan, script, & schedule content

Notes Dashboard

Take meeting notes

Notes Dashboard

Take meeting notes

Sales Pipeline

Capture inbound leads

Sales Pipeline

Capture inbound leads

Client Portals

Manage clients in one place

Client Portals

Manage clients in one place

Forms

Customer Success Forms

Forms

Customer Success Forms

SOPs Dashboard

Log internal procedures

SOPs Dashboard

Log internal procedures

Team Profiles

Manage your team's performance

Team Profiles

Manage your team's performance

Departments

Organize your business areas

Departments

Organize your business areas

Campaigns

Track client campaigns

Campaigns

Track client campaigns

Reports

Show results to your clients

Reports

Show results to your clients

Case Studies

Show the world your results

Case Studies

Show the world your results

Strategies

Brainstorm ideas with team

Strategies

Brainstorm ideas with team

Resources

Save resources from the web

Resources

Save resources from the web

Finance Dashboard

Manage all finances in one place

Finance Dashboard

Manage all finances in one place

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Why choose

Streamlined

OS

instead of other systems?

Other Systems

Basic Notion Template Only

Made for everyone

No support

No installation guides

Streamlined

OS

Multi-platform ecosystem

Tailor-made for marketing agencies

Ongoing support

Intuitive installation guides

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Rinske Rietveld

I have been using StreamlinedOS for a few weeks now and it's been a transformative experience. Over time, I've dabbled with various Notion setups for my agency, but something always felt missing or not complete (I am a perfectionist at heart). I've followed a couple of Notion programs and courses in which I knew how to build systems but somehow I wasn't fully happy with the outcome, I wanted to focus on building my agency instead of spending unnecessary hours tweaking and optimizing the Notion system. When I found Jay's Notion system on YouTube I was blown away. The clarity and functionality it brought to my agency's daily operations were instantly noticeable. Every aspect of the setup seems to have been crafted with the nuances of agency management in mind. It's intuitive, streamlined, and most importantly, effective. What amplifies the entire experience is Jay himself. Throughout my journey with his dashboard, he's been a big help. His friendly demeanor made it easy to approach him with questions, and his detailed tutorial videos ensured that every feature of the system was explained. I would highly recommend to anyone running an agency and feeling overwhelmed with managing their Notion setup: Jay's StreamlinedOS has been a revelation for me, and I genuinely believe it can be the solution for many!

StreamlinedOS

•

Sep 18, 2023

Rinske Rietveld

StreamlinedOS

•

Sep 18, 2023

Rinske Rietveld
Netherlands
I have been using StreamlinedOS for a few weeks now and it's been a transformative experience. Over time, I've dabbled with various Notion setups for my agency, but something always felt missing or not complete (I am a perfectionist at heart). I've followed a couple of Notion programs and courses in which I knew how to build systems but somehow I wasn't fully happy with the outcome, I wanted to focus on building my agency instead of spending unnecessary hours tweaking and optimizing the Notion system. When I found Jay's Notion system on YouTube I was blown away. The clarity and functionality it brought to my agency's daily operations were instantly noticeable. Every aspect of the setup seems to have been crafted with the nuances of agency management in mind. It's intuitive, streamlined, and most importantly, effective. What amplifies the entire experience is Jay himself. Throughout my journey with his dashboard, he's been a big help. His friendly demeanor made it easy to approach him with questions, and his detailed tutorial videos ensured that every feature of the system was explained. I would highly recommend to anyone running an agency and feeling overwhelmed with managing their Notion setup: Jay's StreamlinedOS has been a revelation for me, and I genuinely believe it can be the solution for many!