Business OPS Notion Template

This template was created to help agencies, freelancers and service providers manage their business operations. This was specially designed for those companies/freelancer who manage multiple customers.

 

Background

As a digital agency we have tested many project management tools and after testing many we have been using notion for more than 5 years for our business operations. Most tools work great for handling a company project but managing information of projects sometimes gets complicated.

How this works

Instead of viewing this as a final solution, we invite you to see this as a starter template, so you can edit or customize this template as you see fit.

Pages

💼 Accounts

Accounts are the companies you work with, it ties everything. When working with accounts, an account is just someone you might work with, working with or might work in the future. We don’t use an status here. If a company has an active project, it will appear on the Accounts, if there are no active projects, it will be on the archived tab. If you open an account you will be able to see all tasks of that specific customer.

📁 Projects

Sometimes you have one active project that lasts long and you have multiple projects with an account. Here you can add the projects your team will work on.

☑️ Tasks

Manage all your tasks here, you can relate them to a project, and it will automatically tie it to the project account.

Tip: You can add tasks templates, example if you do logo design, you can add a template and everytime you have to work a logo for a customer you’ll have a task with all the instructions on what to do.

📘 Knowledge Base

Here you can create pages of documentation of an account. Example if you created a tutorial for your customer, you can create a Knowledge base for that account and in there you can add any information about the account. We usually have this because it is not tied to a task that can get buried between all the ongoing work.

🧾 Quotes

You can manage your ongoing sales here. So you can see what needs to be quoted, and the quote status .

🏦 Project Finance

Here you can add the project finance or amount quoted for a project. It is on another page, so that way it can be private (so you can choose which teammates can see this information) .

💵 Payments

Every time you receive a payment log the amount and the project relation, it will automatically update the project Finance pending payment totals.

👤 Contacts

Have a list of all the contacts your company manage, you can tied them to an account or relate them on the quotes table.

🗃️ Servicios

Control all your services offered by your company, agency.