Notion for Agencies
Build a scalable agency operating system. From client and project delivery, to content, CRM, recruiting, documentation, KPIs — with AI automations that remove manual work.
Why agencies struggle
Agencies usually grow from solo freelancer to a small team before systems and processes are defined. When delivery ramps up, founders get buried under work. That’s the moment to standardize operations and centralize execution — and why Notion becomes the natural OS for the agency.
Client delivery scattered
Projects, briefs, assets, and communication live across tools. Hard to track and standardize.
No single source of truth
Decisions are made with partial information. No reliable view of work, capacity, or performance.
Manual workflows
Recurring updates, handoffs, and reporting are manual — creating delays and errors.
The agency workspace we recommend
We design a modular Notion workspace with a clear database architecture and views tailored to each role. It scales with your pipeline, services, and team.
Core databases
- Clients & Accounts
- Projects & Deliverables
- Tasks & Sprints
- Content & Assets
Operational layer
- Services & SOPs
- Templates & Checklists
- Capacity & Utilization
- Quality Control
Executive layer
- KPIs & Dashboards
- OKRs & Goals
- Project profitability
- Hiring Pipeline
How each team uses it
Marketing
Content pipeline, briefs, brand assets, and publishing calendar. Collaboration with design and growth.
Service Delivery
Backlog, sprints, specs, QA, and post-mortems. Replace or complement Jira with tighter operations.
Partners & C‑level
OKRs, strategy, revenue dashboards, hiring plan, project profitability, board notes.
People & HR
Recruiting pipeline, scorecards, onboarding checklists, performance, and training hub.
Whole company
Living wiki and documentation. One source of truth for processes, decisions, and standards.
Dashboards that matter
We surface the minimum set of KPIs that drive decisions: revenue, margin, utilization, pipeline, on‑time delivery, CSAT, time-to-hire, and cycle time. Data can sync in from your existing tools.
Automations & AI that remove busywork
We connect Notion with your stack using Make/N8N and LLMs: lead capture to CRM, client onboarding, task generation from briefs, SLA alerts, invoice prep, and executive digests — all automated.
See Automation & AI ServiceWhat our clients say
"Sintesi is one of the best agencies I've worked with. Super calm, cool and does the job to the best of their ability"
Ryan Hall
Content Agency Owner
Ready to systemize your agency?
Book a free call. We’ll review your current setup and outline a pragmatic path to a scalable agency OS.
Book a Free Call