How to Run Agency Client Work in Notion: Campaigns, Client Portals, Assets and Reports
A practical guide to running agency client work in Notion: one data model, a content calendar, client portals that share safely, approvals and reports.
Notion templates · five on the shelf
A quieter way to run your work and life in Notion.
Five carefully built templates for clients, money, languages and home. Duplicate one into your workspace and start the same afternoon — no setup calls, no subscriptions.
In the window
Simple CRM for Notion·Business·$19
- 14-day money-back guaranteeNot the right fit? Email us within 14 days.
- Instant Notion accessYour duplicate link arrives right after checkout.
- Free lifetime updatesNew versions of your template, at no cost.
- Secure Stripe checkoutPayments are handled by Stripe.
Browse by topic
What are you organising?
Start from the job in front of you. Each topic is a small shelf — templates, a setup guide and the field notes that go with them.
All templatesThe shelf
Five templates, each one a finished page.
English Grammar Study Planner
- Topic
- Languages
- Includes
- Grammar topics database · Lesson pages with exercises and answer keys · Study dates · % learned per section
- Best for
- Self-taught English learners who want a steady routine
Marketing Agency Framework
- Topic
- Business
- Includes
- Client portals · Campaign planning · Asset library · Standardized reporting · Guide to sharing portals safely
- Best for
- Marketing, SMM and content agencies
Any language Grammar Tree
- Topic
- Languages
- Includes
- 7 sections: alphabet, pronunciation, word formation, parts of speech, tenses, sentence, punctuation
- Best for
- Self-study, teachers and polyglots
Spice Management Template
- Topic
- Home
- Includes
- Gallery view · By-category board · Flavor explorer · Inventory tracker · Pairing map
- Best for
- Home cooks with a full spice shelf
AI Automation Hub
- Topic
- AI
- Includes
- Workflow tracker · API registry · Webhooks · Health checks · Error logs · Runbooks · Process library
- Best for
- People building with n8n and AI agents
Guides · video
Watch it set up, start to finish.
Guide · Simple CRM for Notion12:40
Chapters
Setting up Simple CRM for Notion
12 min · English · Beginner
- 1Duplicate the templateCopy it in and tidy the sidebar.0:00
- 2Import your contactsBring in a CSV, map the properties.3:15
- 3Build your deal pipelineStatuses, board view, reminders.7:40
Blog
Field notes
Short essays and how-tos from our own workspace. Every note ends with the template it was written in.
Document n8n and Make automations so they survive: workflow registry, credentials map, webhooks, health checks, error log and a runbook template.
Template used:AI Automation HubFree and paid Notion templates for English learners, compared on what's actually inside — plus a step-by-step study setup, a weekly routine and an honest word on when Anki beats Notion.
Template used:English Grammar Study PlannerA focused walkthrough for adding real spaced repetition to a Notion grammar setup — using a single date property, smart filtered views, and a review formula — so rules move into long-term memory without extra apps.
Template used:English Grammar Study PlannerA day-by-day launch plan you run from a single Notion board, with the exact emails, posts, and tasks for each of the seven days before and during your launch.
Bundle
The whole shelf —
5 templates
Everything on this page in one purchase. Duplicate what you need now; the rest waits quietly in your workspace.
- English Grammar Study Planner$9
- Marketing Agency Framework$59
- Any language Grammar Tree$5
- Spice Management Template$9
- AI Automation Hub$12
Separately$94
Bundle price$90
Free lifetime updates · 14-day money-back guarantee · Secure Stripe checkout