Streamline your Backend Operations with Ultimate Agency Dashboard

Streamline your Backend Operations with Ultimate Agency Dashboard

Streamline your Backend Operations with Ultimate Agency Dashboard

Streamline your Backend Operations with Ultimate Agency Dashboard

Decrease your client churn rate and maximize lead flow by streamlining the backend operations of your business.

Decrease your client churn rate and maximize lead flow by streamlining the backend operations of your business.

Decrease your client churn rate and maximize lead flow by streamlining the backend operations of your business.

Decrease your client churn rate and maximize lead flow by streamlining the backend operations of your business.

Intuitive Client Relationship Manager

Intuitive Client Relationship Manager

Intuitive Client Relationship Manager

Each of your clients get their own portal

Share Campaign Reports

Share Campaign Reports

Instead of wasting time in a meeting going over the results of the campaigns, you can create a loom video going over the strategies and add screenshots of the ad campaigns in one page for your clients to see and comment their feedback directly from their portal.

Instead of wasting time in a meeting going over the results of the campaigns, you can create a loom video going over the strategies and add screenshots of the ad campaigns in one page for your clients to see and comment their feedback directly from their portal.

Strategic Brainstorming

Strategic Brainstorming

After crafting a high-converting strategy with your team, you can send the entire strategy to the client's portal where they will have direct access to what your team worked on and leave their feedback if necessary.

After crafting a high-converting strategy with your team, you can send the entire strategy to the client's portal where they will have direct access to what your team worked on and leave their feedback if necessary.

Product Management

Product Management

You can calculate each product's profit margins and ROAS by just adding the cost of the product and how much each product is sold for and if you're running ads for multiple, if not all of the products, you can instantly calculate the global break even ROAS for your client's library of products so you know if your ads are profitable or not.

You can calculate each product's profit margins and ROAS by just adding the cost of the product and how much each product is sold for and if you're running ads for multiple, if not all of the products, you can instantly calculate the global break even ROAS for your client's library of products so you know if your ads are profitable or not.

Receive Client Feedback

Receive Client Feedback

Each of your clients will have access to forms where they can submit their feedback regarding their experience with your onboarding process, service delivery, and team members.

Each of your clients will have access to forms where they can submit their feedback regarding their experience with your onboarding process, service delivery, and team members.

Automated Sales Pipeline

Automated Sales Pipeline

Turn your Leads into Clients without Lifting a Finger

Send Leads from Calendly to your Pipeline on Autopilot

Send Leads from Calendly to your Pipeline on Autopilot

Send Leads from Calendly to your Pipeline on Autopilot

Instead of you having to manually add the client to your pipeline, once they book a call will be instantly added to your sales pipeline

Instead of you having to manually add the client to your pipeline, once they book a call will be instantly added to your sales pipeline

Instead of you having to manually add the client to your pipeline, once they book a call will be instantly added to your sales pipeline

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Direct Access to Meetings

Direct Access to Meetings

Direct Access to Meetings

Meeting link will be added to your pipeline automatically

Meeting link will be added to your pipeline automatically

Meeting link will be added to your pipeline automatically

Download Now

Automated Client Onboarding

Automated Client Onboarding

Automated Client Onboarding

After the payment goes through, the system will automatically create a client protal for you so you can get to business asap.

After the payment goes through, the system will automatically create a client protal for you so you can get to business asap.

After the payment goes through, the system will automatically create a client protal for you so you can get to business asap.

Download Now

Download Now

Getting Things Done Has Never Been Easier

Getting Things Done Has Never Been Easier

Getting Things Done Has Never Been Easier

Organize your tasks, projects, and content in one place

Task Management System

Task Management System

Keep track of all the internal tasks and projects happening in your agency.

Keep track of all the internal tasks and projects happening in your agency.

Seamless Project Collaboration

Seamless Project Collaboration

After crafting a high-converting strategy with your team, you can send the entire strategy to the client's portal where they will have direct access to what your team worked on and leave their feedback if necessary.

After crafting a high-converting strategy with your team, you can send the entire strategy to the client's portal where they will have direct access to what your team worked on and leave their feedback if necessary.

Content Management System

Content Management System

Keep track of all the content being produced for your agency and your clients.

Our Most Recent Testimonials

  • "I have been using the Ultimate Agency Dashboard 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 Ultimate Agency Dashboard has been a revelation for me, and I genuinely believe it can be the solution for many!"

    Rinske Rietveld

    CEO of Content Shapes (Content Marketing Agency)

  • "The agency dashboard is well thought out and fits all the needs of an agency. My agency is specifically social media management, and I am able to easily customize it to my needs. I love the amazing features of having client portals and content planning. On top of that, Jay supports me every step of the way, constantly checking in to make sure I am happy with the dashboard and seeing if I need anything. His level of expertise and customer service is unmatched. BUY IT, IT IS A GAME CHANGER."

    Michelle MacDonald

    CEO of Mannequin Social

  • "I have been using the Ultimate Agency Dashboard 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 Ultimate Agency Dashboard has been a revelation for me, and I genuinely believe it can be the solution for many!"

    Rinske Rietveld

    CEO of Content Shapes (Content Marketing Agency)

  • "The agency dashboard is well thought out and fits all the needs of an agency. My agency is specifically social media management, and I am able to easily customize it to my needs. I love the amazing features of having client portals and content planning. On top of that, Jay supports me every step of the way, constantly checking in to make sure I am happy with the dashboard and seeing if I need anything. His level of expertise and customer service is unmatched. BUY IT, IT IS A GAME CHANGER."

    Michelle MacDonald

    CEO of Mannequin Social

  • "I have been using the Ultimate Agency Dashboard 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 Ultimate Agency Dashboard has been a revelation for me, and I genuinely believe it can be the solution for many!"

    Rinske Rietveld

    CEO of Content Shapes (Content Marketing Agency)

  • "The agency dashboard is well thought out and fits all the needs of an agency. My agency is specifically social media management, and I am able to easily customize it to my needs. I love the amazing features of having client portals and content planning. On top of that, Jay supports me every step of the way, constantly checking in to make sure I am happy with the dashboard and seeing if I need anything. His level of expertise and customer service is unmatched. BUY IT, IT IS A GAME CHANGER."

    Michelle MacDonald

    CEO of Mannequin Social

Get Started

Enjoy Lifetime Access & No Subscription Fees

Enjoy Lifetime Access & No Subscription Fees

Enjoy Lifetime Access & No Subscription Fees

Choose the version that best fits your needs

Pipeline & CRM Only

$497

Sales Pipeline

Product Management System

Strategic Brainstorming

Share Campaign Reports

Tasks & Projects Manager

Resource Library

Take Meeting Notes

Pipeline Performance Tracking

Sales Performance Tracking

Track Client Portfolio Value

Calendly Integration

Stripe Integration

Client Feedback Tracking

Customized Features

Automated Notion Dashboard

$997

Sales Pipeline

Product Management System

Strategic Brainstorming

Share Campaign Reports

Tasks & Projects Manager

Resource Library

Take Meeting Notes

Pipeline Performance Tracking

Sales Performance Tracking

Track Client Portfolio Value

Calendly Integration

Stripe Integration

Client Feedback Tracking

Customized Features

Custom Automated Dashboard

$5000

Sales Pipeline

Product Management System

Strategic Brainstorming

Share Campaign Reports

Tasks & Projects Manager

Resource Library

Take Meeting Notes

Pipeline Performance Tracking

Sales Performance Tracking

Track Client Portfolio Value

Calendly Integration

Stripe Integration

Client Feedback Tracking

Customized Features

Frequently Asked Questions

Frequently Asked Questions

Frequently Asked Questions

Can I still use Ultimate Agency Dashboard if I run a different type of agency?

Absolutely! Ultimate Agency Dashboard is not limited to Marketing Agencies only. The only features that may not be relevant to you are the product manager and report pages which are commonly used features in the digital marketing industry.

Can my clients see all the tasks we're working on?

Notion does not allow partial database sharing. This means using one task manager for internal use and for clients at the same time. It would be amazing if Notion allowed this though. In our experience, most clients are surprisingly not interested in seeing what goes on behind the scenes considering they hired your business to delegate responsibilities so they can focus on growing other areas of their business. On the other hand, they do want to see a return on their investments which you will be able to disclose by creating monthly reports they can easily access inside of their portals. PS: We still included a task management system inside the client portals for those of you who have clients that want the feature. Keep in mind, this task manager is separate from the internal task management system of the agency.

Do I have to use Zapier, Make, or any other third party automation software?

Nope! All automations in our Dashboards are done from Notion's internal automations and integrations.

Do I need to be on a paid plan to use your dashboards?

Yes and no. In order to use Team Features and the Notion Automations, you do have to be on a paid plan, which is no surprise but totally worth it considering their plans are extremely affordable. If you choose to not be on a paid plan, you will have the automations in the dashboard but you will not be able to create your own.

Can I make changes to the Dashboard?

Of course you can! Just be aware that making changes to the dashboard might make it harder for you to integrate any updates that I make to the dashboard down the road. I create detailed upgrade guides for all changes, but they can only show how to make those changes from a common starting point

What happens if you make add new features to the dashboard?

Considering that this is a Notion template, updates won't automatically apply to your version of the dashboard. If you purchased my dsahboards prior to any updates, you'll be receiving a FREE detailed video guide via email which will show you exactly how to apply any changes and updates made to the dashboard so you don't miss out on the new fun stuff.

Do I have to pay any monthly fees after purchasing the dashboard?

Nope! Once you purchase the dashboard, you will NOT have to make any additional payments unless you want to opt for our monthly service where we add custom features you request.

How do I install Ultimate Agency Dashboard to my Notion account?

After placing your order, you will see a "download" button on the order confirmation page which will redirect you to your version of the dashboard. Then, you choose the workspace you'd like to add the dashboard into from the dropdown, then hit the "Duplicate" button on the top right corner. If you're already signed in, the dashboard will be automatically added to your workspace. If you're logged out or don't have a Notion account, you'll be prompted to sign in or create one first!

Do you offer refunds?

You're going to instantly receive access to my exclusive systems, the exact systems I use to manage my client's businesses and my very own. As a result all sales are final. We’ve worked incredibly hard to make all my dashboards the absolute best business management systems for Notion. We also do our best to answer any questions you might have in a timely manner – so please, reach out if you’re stuck! DISCLAIMER: This product is for single license use only. By viewing, downloading, or using this product, you agree not to share, resell, or exploit any portion of this product for any commercial purposes.

Can I still use Ultimate Agency Dashboard if I run a different type of agency?

Absolutely! Ultimate Agency Dashboard is not limited to Marketing Agencies only. The only features that may not be relevant to you are the product manager and report pages which are commonly used features in the digital marketing industry.

Can my clients see all the tasks we're working on?

Notion does not allow partial database sharing. This means using one task manager for internal use and for clients at the same time. It would be amazing if Notion allowed this though. In our experience, most clients are surprisingly not interested in seeing what goes on behind the scenes considering they hired your business to delegate responsibilities so they can focus on growing other areas of their business. On the other hand, they do want to see a return on their investments which you will be able to disclose by creating monthly reports they can easily access inside of their portals. PS: We still included a task management system inside the client portals for those of you who have clients that want the feature. Keep in mind, this task manager is separate from the internal task management system of the agency.

Do I have to use Zapier, Make, or any other third party automation software?

Nope! All automations in our Dashboards are done from Notion's internal automations and integrations.

Do I need to be on a paid plan to use your dashboards?

Yes and no. In order to use Team Features and the Notion Automations, you do have to be on a paid plan, which is no surprise but totally worth it considering their plans are extremely affordable. If you choose to not be on a paid plan, you will have the automations in the dashboard but you will not be able to create your own.

Can I make changes to the Dashboard?

Of course you can! Just be aware that making changes to the dashboard might make it harder for you to integrate any updates that I make to the dashboard down the road. I create detailed upgrade guides for all changes, but they can only show how to make those changes from a common starting point

What happens if you make add new features to the dashboard?

Considering that this is a Notion template, updates won't automatically apply to your version of the dashboard. If you purchased my dsahboards prior to any updates, you'll be receiving a FREE detailed video guide via email which will show you exactly how to apply any changes and updates made to the dashboard so you don't miss out on the new fun stuff.

Do I have to pay any monthly fees after purchasing the dashboard?

Nope! Once you purchase the dashboard, you will NOT have to make any additional payments unless you want to opt for our monthly service where we add custom features you request.

How do I install Ultimate Agency Dashboard to my Notion account?

After placing your order, you will see a "download" button on the order confirmation page which will redirect you to your version of the dashboard. Then, you choose the workspace you'd like to add the dashboard into from the dropdown, then hit the "Duplicate" button on the top right corner. If you're already signed in, the dashboard will be automatically added to your workspace. If you're logged out or don't have a Notion account, you'll be prompted to sign in or create one first!

Do you offer refunds?

You're going to instantly receive access to my exclusive systems, the exact systems I use to manage my client's businesses and my very own. As a result all sales are final. We’ve worked incredibly hard to make all my dashboards the absolute best business management systems for Notion. We also do our best to answer any questions you might have in a timely manner – so please, reach out if you’re stuck! DISCLAIMER: This product is for single license use only. By viewing, downloading, or using this product, you agree not to share, resell, or exploit any portion of this product for any commercial purposes.

Get Started

Get pure productivity value with bite-sized actionable tips directly to your inbox.

No spam, we promise.

Copyright © 2023 Streamlined Systems

Get pure productivity value with bite-sized actionable tips directly to your inbox.

No spam, we promise.

Copyright © 2023 Streamlined Systems

Get pure productivity value with bite-sized actionable tips directly to your inbox.

No spam, we promise.

Copyright © 2023 Streamlined Systems