Custom NotionOS for a Digital Marketing Agency

Challenge

The agency struggled with scattered tools, missed details, and inconsistent workflows. Without a centralized system, managing clients, projects, and team accountability was inefficient.

Action

I designed and implemented a custom Notion Operating System (OS) with:
– Client OS database for all client information and deliverables
– Needs tracker for projects and task visibility
– Automated daily EOD reporting forms team members
– Project management hub with task templates and recurring workflows
– SOP library to standardize execution
– Financial dashboard to track client payments
– Personalized team dashboards for accountability

Result

– Reduced time spent on admin and client lookup
– Streamlined reporting and accountability across teams
– Centralized system gave leadership clear visibility into operations, clients, and finances