Streamline your Agency Operations Entirely with Notion
Decrease your client churn rate and maximize lead flow by streamlining the backend operations of your business.
Also compatible with
Keep your Pipeline Full
Don't let valuable leads slip through the cracks. Keep track of your prospects' journey through your sales pipeline, take detailed sales meeting notes, and instantly calculate their business value. With these powerful tools, you'll be able to close deals with ease.
Create a Seamless Onboarding Experience for your Clients
Ultimate Agency Dashboard's onboarding system is designed to cover all aspects of the onboarding process, from before the kickoff meeting to the end of the first month. This system can be tailored to the specific needs of your agency's onboarding process. By providing a clear and detailed roadmap for the entire process, your can ensure that you don't miss any important steps, and can build trust with clients by providing a seamless onboarding experience.
Personalized Client Portal
Ultimate Agency Dashboard offers your clients a personalized portal within your agency, featuring an onboarding checklist that will help them to easily provide you with assets, resources, and important information like login-infos. This client portal contains a Content Factory Dashboard that lets you plan and create high-converting pieces of content, an intuitive product manager(with a ROAS calculator), and a contract archive to upload documents for you and your clients to sign. This is the perfect space for you to stay in touch with your clients and eliminate the hassle of back-and-forth emails.
Create One-Time Projects with Ease
Sometimes we come across unexpected opportunities, such as offering additional services to our current clients or one-time services like building a website or doing a photoshoot. With this project manager, you can create quick project pages to help you keep track of the project's progress, payment status, and deadline.
Create Engaging Content For Your Clients & Your Agency
Ultimate Agency Dashboard's Content Factory Dashboard is a complete tool that allows you to plan your client's and your agency's content with ease. It contains long-form and short-form content guides that can help you create engaging content, as well as an accountability tracker to help you keep track of your posting efforts. With this powerful tool, you can save time and effort while creating content that is tailored to the needs of your clients and your agency.
Know Exactly Where Your Money Is Coming & Going
Seamlessly track your income and expenses while effortlessly categorizing them for a clear understanding of your financial landscape. Gain valuable insights into your money-making opportunities and identify areas where your spending can be optimized. Stay on top of your credit card utilization rate to maintain a healthy financial profile. Set ambitious financial goals and let the progress tracker keep you motivated and accountable.
Effortlessly Brainstorm High-Converting Campaigns for your Clients
Leverage the power of AI to effortlessly brainstorm and access all your best content ideas, ad campaigns, product concepts, and high-converting offers. Link these ideas to relevant products, assets, and resources, ensuring nothing gets lost in the creative process.
Have Readily Accessible Resources At Your Disposal
The frustration of coming across valuable online resources and sending them to yourself only to forget about them later is unmatched. You can conveniently save and store all the links and files you discover within your Resource Library. You can connect your resources to your assets, products, and strategies to immediately use them as reference when working on these different areas within your Ultimate Agency Dashboard. Everything is thoughtfully organized and readily accessible whenever you need it.
Blow Your Clients out of the Water with Your Efforts
What’s the point of spending mind-numbing hours planning and creating marketing strategies, content, and on top of that, tons of money on ads and influencers if you’re not going to track the performance of your efforts? Ultimate Agency Dashboard makes it easy to create reports that will help you analyze the performance of your marketing efforts and make better data-driven decisions in the future. You can also use the data from your reports so that you can share them with the world how your business has helped grow other businesses.
Showcase your Case Studies to the World
What’s the point of spending mind-numbing hours planning and creating marketing strategies, content, and on top of that, tons of money on ads and influencers if you’re not going to track the performance of your efforts? Ultimate Agency Dashboard makes it easy to create reports that will help you analyze the performance of your marketing efforts and make better data-driven decisions in the future. You can also use the data from your reports so that you can share them with the world how your business has helped grow other businesses.
Don't take my word for it, take theirs!
Props to Jay for creating such a system! We've been able to easily keep track of our prospects and close deals more efficiently. The onboarding system has allowed us to provide a seamless experience for our clients, ensuring we don't miss any important steps. Our clients love the personalized portal, which helps them easily provide us with assets and resources. The Content Factory Dashboard has made content creation a breeze, saving us time and effort. Overall, this tool has elevated our agency's performance and helped us deliver exceptional results."
– Alex Reynolds
The Ultimate Agency Dashboard has been a game-changer for our financial management. It has allowed us to keep track of our income and expenses, giving us valuable insights into our money-making opportunities. The progress tracker has helped us stay motivated and accountable towards our financial goals. The AI-powered brainstorming feature has been incredibly helpful in generating innovative ideas and strategies. The Resource Library has made it convenient for us to store and access important online resources. Everything about Ultimate Agency Dashboard is just genius!
– Jennifer Chen
"The Content Factory Dashboard has become our go-to tool for creating engaging content that resonates with our target audience. The reports section has been instrumental in tracking the performance of our marketing efforts, allowing us to make data-driven decisions for our clients and our own agency for continuous improvement. The Ultimate Agency Dashboard has not only helped us achieve remarkable results for our clients but has also positioned us as a leader in the industry. It's an indispensable tool for any agency looking to elevate their marketing game."
– Mike Sullivan
Enjoy lifetime access and no subscription fees.
Choose the version that's right for your business
CRM Only
$397
One-time payment
✓ Sales Pipeline
✓ Brainstorm High-Converting Strategies
✓ Resource Library
✓ Client Portal
✓ Projects Manager
✓ Client Reports
x Content Dashboard
x Finance Dashboard
x Team Capabilities
Most Popular
Ultimate Freelance Dashboard
One-time payment
✓ Sales Pipeline
✓ Brainstorm High-Converting Campaigns
✓ Resource Library
✓ Client Portal
✓ Projects Manager
✓ Client Reports
✓ Content Dashboard
✓ Finance Dashboard
x Team Capabilities
Best Value
Ultimate Agency Dashboard
$1500 $997
One-time payment
✓ Sales Pipeline
✓ Brainstorm High-Converting Campaigns
✓ Resource Library
✓ Client Portal
✓ Projects Manager
✓ Client Reports
✓ Content Dashboard
✓ Finance Dashboard
✓ Team Capabilities
My Story
Jay Luciano
Running an agency is no joke and it is incredibly hard to run this business as smooth as possible. 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. 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.
Frequently Asked Questions
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