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

Maximize Deal Closures with an Optimized Pipelines

  • Don't let valuable leads slip through the cracks
  • Track prospect's stage through the sales pipeline.
  • Detailed sales meeting notes.
  • Instant business value calculation.
  • Smooth deal closure.

Deliver Impeccable Onboarding Experiences for your Clients

  • Tailored to your agency's current onboarding process.
  • Clear roadmap for process.
  • Builds trust with clients.

Offer Clients a Personalized, Efficient Portal for Collaboration

  • Client-specific portal within your agency.
  • Onboarding checklist and asset submission.
  • Content Factory Dashboard for content planning.
  • Intuitive product manager with ROAS calculator.
  • Hassle-free contract archive.

Effortlessly Manage and Monitor One-Time Projects

  • Create ready-to-tackle projects
  • Track project's progress
  • Track project payment status
  • Track project deadlines

Create Engaging, Tailored Content Efficiently

  • Content Factory Dashboard for planning.
  • Engaging long-form and short-form content guides.
  • Accountability tracker for posting efforts.
  • Tailored content for clients and agency.

Gain Financial Clarity & Optimize Spending

  • Effortlessly track your income and expenses.
  • Clear categorization for financial understanding.
  • Identify money-making opportunities.
  • Optimize spending and maintain healthy profile.

Effortlessly Brainstorm High-Converting Campaigns for your Clients

  • AI-powered brainstorming for content, campaigns, and offers.
  • Access best content ideas and ad campaigns effortlessly.
  • Link ideas to products, assets, and resources for seamless execution.

Quickly & Easily Access Your Valuable Resources

  • Conveniently save and store online resources you can use for later
  • Connect resources to assets and strategies for seamless brainstorming
  • Organized and readily accessible references.

Blow Your Clients out of the Water with Your Marketing Efforts

  • Analyze marketing effort performance.
  • Make data-driven decisions.
  • Create reports to showcase your client's growth.

Showcase Success with Data-Driven Case Studies

  • Highlight business growth with reports.
  • Share success stories with the world.

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

$497

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.

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Frequently Asked Questions

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