⚠️ This is only a preview. ⚠️ To gain full access, purchase the template here: Get Agency OS

<aside> <img src="/icons/info-alternate_gray.svg" alt="/icons/info-alternate_gray.svg" width="40px" />

Log all client and internal meetings—dates, attendees, key points, and follow-ups. Quickly reference past discussions and prepare for upcoming sessions without losing context.

</aside>

Actions

Dashboards

Agency OS (Preview)

Sales CRM

Clients

Deals

Interactions

Delivery

Projects & Tasks

Time Tracking

Client Portals

Finances

Operations

Team Directory

Processes (SOPs)

Documents

Goals

Interaction Planner

Interactions

Related

Untitled

<aside> <img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/88b6057c-88a7-4b7e-a15a-72737b91f9f5/8512c5c8-592c-4761-81d5-ce0f9c930e57/Cute_Avatar_2.png" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/88b6057c-88a7-4b7e-a15a-72737b91f9f5/8512c5c8-592c-4761-81d5-ce0f9c930e57/Cute_Avatar_2.png" width="40px" /> Hello, I'm Edrian, the creator of this template.

Check out my other Notion templates at notion.com/@edriansnotes

Join my free newsletter to get notified about New Templates.

📽️ YouTube │ 📱 TikTok │ 🌈 Instagram │ 🕊 Twitter │ 🔗 Gumroad

</aside>