Streamline your Agency Operations Entirely with Notion
Decrease your client churn rate and maximize lead flow by streamlining the backend operations of your business.
Compatible with
"Why Should I Streamline My Agency?"
Chances are...
You're struggling with unhappy clients, your team members are not communicating effectively and they're not completing their tasks on time, projects are being delayed, and to top it all off, your agency is missing opportunities because you're now working IN your agency instead of ON your agency.
However,
Streamlining your operations will eliminate unnecessary bottlenecks, reduce administrative overhead, and enhance collaboration among your team members. It allows you to allocate resources more effectively, ensuring that your clients receive high-quality services promptly.
This is what happens when you Streamline the Operations of your Agency.
Not Streamlined
✓ Angry & Frustrated Clients
✓ Unreliable Team Members
✓ Delayed Projects
✓ High Churn Rate & Negative Feedback
✓ Race to the Bottom
Streamlined
✓ Satisfied Clients
✓ Focused Team Members
✓ Faster Project Delivery
✓ Repeat Business & Positive Referrals
✓ Scalability & Innovation Opportunities
A quick trip down memory lane...
Hey, I'm Jay!
I worked for an agency for almost an entire year and what's crazy is that on the surface, it looks like everything seems to be under control, but the reality is that running an agency is constantly putting out fires you don't even know where they come from. You have unsatisfied clients telling you how to do your job, lack of communication, lost assets, to mention a few (of the many). All the stress and anxiety all these events cause is no joke.
A quick trip down memory lane...
Hey, I'm Jay!
As a matter of fact,
I got mentally ill because of this. I battled deep depression and crippling anxiety which resulted in having to go to therapy, taking antidepressants, and having to depend on my parents financially. I'm telling you, there were days where I couldn't even get out of bed, it was that bad.
Eventually,
After taking care of my health first, I started getting back in business but this time, I decided to be my own boss and not have others telling me what to do. So I took the experience I learned from working with a local agency and combined that experience with the skills I acquired through running eCommerce businesses as a side-hustle way back when and decided to provide services based on my expertise in funnel building, content strategies, and paid ads to other people. Only that this time, I wanted to make sure I had systems in place that would help me run the business smoothly. Eventually, one-year later, this is how Ultimate Agency Dashboard came to be.
And now I'm sharing my systems with you
So you can efficiently manage your agency with the least amount of headaches as possible.
Here's how it works...
Complete Client Management System
Get Warm Leads Directly to your Sales Pipeline from Calendly (Automagically)
After the prospect books a meeting through Calendly, your prospect will be added to your sales pipeline automatically, where you can immediately see the date of the booked meeting while also being able to access the direct link to the meeting.
Access ALL Sales Meetings Directly from your Pipeline
After your prospect books a meeting through your Calendly link, you can access the link to the zoom or google meeting directly from your Pipeline so you don't have to go to your email to find the link and be late to the meeting at worst.
Track your Stripe Payment Status in REAL TIME
Once you close a client and they pay through your stripe payment link, their payment status will automatically update inside of the pipeline and turn your prospect into an active client.
Track the Performance of your ENTIRE Pipeline
Sales KPIs
Sales Pipeline
Client Portfolio
Each of your Clients Get their OWN Portal where they can:
See the Results of your Marketing Efforts without Meetings
Instead of wasting time in a meeting going over the results of the campaigns, you can create a loom video going over the strategies and add screenshots of the ad campaigns in one page for your clients to see and comment their feedback directly from their portal.
Stay Updated with your Strategies
After crafting a high-converting strategy with your team, you can send the entire strategy to the client's portal where they will have direct access to what your team worked on and leave their feedback if necessary.
Comprehensive Product Management System
You can calculate each product's profit margins and ROAS by just adding the cost of the product and how much each product is sold for and if you're running ads for multiple, if not all of the products, you can instantly calculate the global break even ROAS for your client's library of products so you know if your ads are profitable or not.
But it Doesn't Stop There...
Each of your clients will have access to forms where they can submit their feedback regarding their experience with your onboarding process, service delivery, and team members.
However...
These aren't like any other regular forms where your clients submit their feedback and they stay on your google drive collecting dust...
These Forms are Far More Useful and Exclusive to Ultimate Agency Dashboard
Where you can not only read about their experience, but you can also...
Calculate the Satisfaction Rate of your ENTIRE AGENCY
Allowing you to see what areas of your agency need improvement or which of your team members are slacking.
Speaking of Team Members, they Each Get a Profile Tailored to Their Role within your Agency
Seamless Project Collaboration
After crafting a high-converting strategy with your team, you can send the entire strategy to the client's portal where they will have direct access to what your team worked on and leave their feedback if necessary.
Share Resources with your Team
Instead of wasting time in a meeting going over the results of the campaigns, you can create a loom video going over the strategies and add screenshots of the ad campaigns in one page for your clients to see and comment their feedback directly from their portal.
But That's Not All...
You and I both know how hard it is to measure the performance of your team.
Well... Not Anymore!
Instead of wasting time going through every task each team member has completed, with just a glance you can...
Track the Performance of EACH of your Team Members
Forgot to Mention... You Can See ALL Tasks & Projects Going On with a Glance!
Oh, and One Last Thing... You Can Manage your Finances in One Place!
Rinske's Experience with Ultimate Agency Dashboard
"I have been using the Ultimate Agency Dashboard for a few weeks now and it's been a transformative experience. Over time, I've dabbled with various Notion setups for my agency, but something always felt missing or not complete (I am a perfectionist at heart). I've followed a couple of Notion programs and courses in which I knew how to build systems but somehow I wasn't fully happy with the outcome, I wanted to focus on building my agency instead of spending unnecessary hours tweaking and optimizing the Notion system.
When I found Jay's Notion system on YouTube I was blown away. The clarity and functionality it brought to my agency's daily operations were instantly noticeable. Every aspect of the setup seems to have been crafted with the nuances of agency management in mind. It's intuitive, streamlined, and most importantly, effective. What amplifies the entire experience is Jay himself. Throughout my journey with his dashboard, he's been a big help. His friendly demeanor made it easy to approach him with questions, and his detailed tutorial videos ensured that every feature of the system was explained. I would highly recommend to anyone running an agency and feeling overwhelmed with managing their Notion setup: Jay's Ultimate Agency Dashboard has been a revelation for me, and I genuinely believe it can be the solution for many!"
- Rinske Rietveld
Enjoy Lifetime access and NO Subscription fees.
Choose the version that's right for your business
Ultimate Freelance Dashboard
One-time payment
✓ Calendly → Sales Pipeline Integration
✓ Stripe Payment Integration
✓ Pipeline Performance Tracking
✓ Share Strategies with Clients
✓ Share Reports with Clients
✓ Client Product Management System
✓ Track Client Satisfaction Rate
✓ Complete Finance Management System
x Team Performance Tracking
x Project Collaboration with Team
x Share Assets & Resources with Team
x Custom Features
Ultimate Agency Dashboard
One-time payment
✓ Calendly → Sales Pipeline Integration
✓ Stripe Payment Integration
✓ Pipeline Performance Tracking
✓ Share Strategies with Clients
✓ Share Reports with Clients
✓ Client Product Management System
✓ Track Client Satisfaction Rate
✓ Complete Finance Management System
✓ Team Performance Tracking
✓ Project Collaboration with Team
✓ Share Assets & Resources with Team
x Custom Features
Custom Agency Dashboard
One-time payment
✓ Calendly → Sales Pipeline Integration
✓ Stripe Payment Integration
✓ Pipeline Performance Tracking
✓ Share Strategies with Clients
✓ Share Reports with Clients
✓ Client Product Management System
✓ Track Client Satisfaction Rate
✓ Complete Finance Management System
✓ Team Performance Tracking
✓ Project Collaboration with Team
✓ Share Assets & Resources with Team
✓ Custom Features
Unsure about the Benefits of Streamlining your Agency?
Why Ultimate Agency Dashboard is a Perfect Fit For you
✓ Want satisfied clients
✓ Want focused team members
✓ Want to deliver projects to clients faster
✓ Want repeat business & positive referrals
✓ Want to work ON your business instead of IN your business
Why Ultimate Agency Dashboard is NOT a Perfect Fit For you
x You DON'T want satisfied clients
x You want distracted team members
x You're looking to deliver projects slower
x Rather waste months putting out fires that can be avoided with proper systems in place
Still Debating whether or not you Should Streamline your Agency? Watch this Video:
Frequently Asked Questions
Copyright © 2022 Jay Luciano. All rights reserved.