Notion template for creative agencies
Creative Agency OS
Give your agency one source of truth for clients, work and growth.
Connect pipeline, clients, briefs, projects, resources, approvals and finances in one flexible Notion operating system for creative agencies.
SOKOTEMPLATES
Creative Agency OS
Your business, connected
Built around the work you actually do.
Start with an organized structure, personalize it to your process and keep the whole client journey in one place.
Agency Command Center
See pipeline, delivery health and capacity.
Sales CRM
Track opportunities, value and next steps.
Client Portfolio
Keep stakeholders, retainers and history connected.
Creative Briefs
Standardize objectives, audience and deliverables.
Project Delivery
Manage milestones, tasks and dependencies.
Resource Planner
Balance workload across the team.
Feedback & Approvals
Keep decisions and revisions visible.
Agency Finance Hub
Monitor proposals, invoices and profitability signals.
Built for
People like you.
- Boutique creative agencies
- Brand, design and content studios
- Small multidisciplinary teams
- Agency owners replacing disconnected tools
The result
A scalable agency rhythm with clearer ownership and healthier delivery.
A flexible operating structure—not rigid software and not a replacement for specialist professional tools.
Simple setup
Purchase. Duplicate. Personalize.
Purchase
Find the listing on Etsy and download the access guide.
Duplicate
Add the complete workspace to your Notion account.
Personalize
Follow Start Here and bring in active work.
Preview and questions
Know what you are buying.
Does this work with Notion Free?
Yes. No paid Notion plan is required.
Can I customize it?
Yes. Change its wording, properties, views, categories, colors and icons.
Can I preview it?
Open the Notion preview to explore the structure.
Is this a physical product?
No. This is a digital Notion template.
Your business, under control