If you're an Agency Owner, open this:

a. Who are you and what do you do? Hi! My name is Aigerim, I'm a agency owner. We provide brand-marketing services. b. What are the biggest issue with organization in your/an agency? Getting new hires involved in projects asap. And upgrading their expertise. I tried Notion for projects, but often clients can't use it. c. What kind of OS/system do you use today and what limitations does it have? We mostly use google drive for storage of all data and project information, it sometimes gets messy and new team members often don't get the full picture or doesnt spend enough time studying materials. d. What would your DREAM system for an agency look like if you could design anything? One storage with easy access and visually easy to navigate, I've tried to organize it myself in Notion, but I didn't get much progress.

a. Who are you and what do you do? I'm Michele and I am the owner of a communication agency based in Italy. b. What are the biggest issue with organization in your/an agency? Understand how projects are going. c. What kind of OS/system do you use today and what limitations does it have? We use Asana but It's difficult to use it. d. What would your DREAM system for an agency look like if you could design anything? Something very simple with easy drag and drop.

a. Who are you and what do you do? My name is Justin and I am the CEO of a unique marketing/advertising agency located in Atlanta, GA (USA). What are the biggest issue with organization in your/an agency? We've used tools like Trello/Basecamp/WorkFront and found Notion.so last year and love the platform.... however we are trying to learn new ways of leveraging the software and love what you have done with it. We would love to emulate/learn from you considering you have a tremendous amount of experience with notion.so. What kind of OS/system do you use today and what limitations does it have? MacOS....its stable and serves us well... if you mean 'tech stack' overall we use a slew of different tools across channel execution and strategy consulting with our clients. We use ChatGPT/Bard daily. What would your DREAM system for an agency look like if you could design anything? I'm experiencing great success with Slogan's "Marketing Subscription" as a service model. We are a highly skilled and experienced group of consultants delivering tremendous results without all the 'fluff'... and our clients love it. **And we love to LEARN. Although we are technical marketing geeks, we know there are others folks who are incredibly talented that we can learn from! - you being one of them.

a. Who are you and what do you do? - I am Aleksa, founder and web developer at Velthas. Velthas is digital agency, growing to provide various digital services to both small and large businesses. b. What are the biggest issue with organization in your/an agency? - Making quality control system, to check on my designers, developers, copywriters... c. What kind of OS/system do you use today and what limitations does it have? - We are currently using Asana and we are trying to use Notion, but I haven't found any template that makes it easier for us to achive our goals.(thinking about making my own) d. What would your DREAM system for an agency look like if you could design anything? - My perfect system would have everything from client aquire, to client feedback. Also if everything could be synced would be great bonus. I would like to have in-team control system, as per client system(available to anyone working on that client's project).

a. Who are you and what do you do?My name is Juanlu and i own a creative studio focuses on social media management, web design and content creation. b. What are the biggest issue with organization in your/an agency?All the content and maybe when a new client arrives. Sometimes I think i forgot something to do. c. What kind of OS/system do you use today and what limitations does it have?It's a mix between drive, and some HDD. Limitations... This is not the all in 1 thing for organizing everything. I'm also a Notion user, in fact, i have my currently creative studio organitation in there. But I think this could be better, for sure. d. What would your DREAM system for an agency look like if you could design anything? A place where everything is visual and awesomely organised to be more productive and also because more members for my studio are yet to come and i'd like to have it all ready. Thanks Pascio!

a. Who are you and what do you do? I'm Ademola Usuf, co-founder of Goldrush Digital. We empower growing businesses with digital solutions for success, offering services like digital marketing, web development, and online strategy consultancy to help clients achieve their internet goals. b. What are the biggest issue with organization in your/an agency? Goldrush's primary organizational challenges include managing client expectations, attracting and retaining top talent, staying current with evolving digital trends, and ensuring efficiency and scalability as the agency grows. c. What kind of OS/system do you use today and what limitations does it have? We currently use a combination of various software systems and tools to manage our operations. These include project management software, customer relationship management (CRM) tools, analytics platforms, and digital marketing automation software. However, like many agencies, we face some limitations with our existing systems: d. What would your DREAM system for an agency look like if you could design anything? The ideal system for our agency would be a comprehensive, integrated platform that has a central dashboard that provides a real-time overview of all agency activities, including project status, client communications, financial metrics, and team performance. This dream system would not only streamline agency operations but also enhance client satisfaction by providing transparency, and a tailored experience. It would be a powerful enough tool to support our mission of helping businesses achieve digital success.

A. I'm Teslim. I work for an NGO that operates more or less like an agency. We train Muslim organisations in personal development and resource management. We also help them manage their projects. B. We operate 100% offline. It will be nice to have a system that can help us move our operations online. Personally , I'll soon start my own virtual training outfit for Muslims individuals and organizations. D. Frankly speaking, I think the screenshot you shared has everything I'd want in want in an OS. I'd only add a product idea hub where members can share product idea with the whole team. I believe this product is ready to ship as it is. P.S. I bought the Course Architect Pro. Loving it. Though I've not yet launched a course, I've been using it to organise my course idea. And I'll be using it mainly for my training program

a. Who are you and what do you do? I'm Sev Estil. I hope you remember me. I'm a notion creator and consultant. I create Notion workspace for digital marketing agencies and I'm an online business managers for 2 agencies. I lead 2 communities for creatives and designers which my team does the community management activities. Before I was an Quality Analyst in Accenture, thus my daily work is to look for bug and defects and help them resolve it. I'm a perfect person to quality check any template and I did for few creators recently, you can check it in my twitter profile. @sev_estil b. What are the biggest issue with organization in your/an agency? Invoicing the clients through Notion is one thing I haven't figured out, and reporting of hours or activities of the team members. c. What kind of OS/system do you use today and what limitations does it have? I built our own system in Notion, but it can still be improved in my view. d. What would your DREAM system for an agency look like if you could design anything? Centralized system to take in clients, manage and qualify leads, automatic reports for analysis and performance improvements, a teaching hub for new members, and financial aspects.

a. Who are you and what do you do? My name is Catherine and I provide digital marketing services to real estate agents, with a focus on social media marketing b. What are the biggest issue with organization in your/an agency? Keeping all the relevant info organized for each client. c. What kind of OS/system do you use today and what limitations does it have? I mostly use Google Drive and it's tools. d. What would your DREAM system for an agency look like if you could design anything? I'd like to have one place where I can easily access all the files related to the client, my business, and where I could save ideas and develop my business further.

Who are you and what do you do my complete detail is here www.tuanizan.com What are the biggest issue with organization in your/an agency? LMS system with recurring payment What kind of OS/system do you use today and what limitations does it have? Im using CRM from Funnel Kit with integrated whatsapp, emel & sms. Limitations is i have 2 system to be done this CRM What would your DREAM system for an agency look like if you could design anything? i need 1 system recurring payment for my student, then the system have CRM back end integrated with emel/sms/whatsapp

Hi Pascio, My name is Rayan, I'm 26 years old and I'm French. I created my digital marketing agency in 2019, it's called Agence Workm21 (www.workm21.com). My agency specialises in branding and social media. I started with community management contracts and then gradually moved on to more comprehensive and in-depth services (consulting, audit, strategy...) These days, I'm also developing my personal branding to talk about my passion for marketing and my job as a community manager. I'm also a marketing teacher in several schools. I've launched myself on Instagram and Tiktok @rayanducastelle My main organisational problem is this: I can't manage to use just one tool, I'd like everything to be centralised in one place: crm, calendar, contact, documents, finances, etc. I'm trying to use Notion but I'm still a novice so a template would help a lot I think. I currently have a Notion system but it's difficult to customise and adapt. Because of this I have to use several different tools, but it's a waste of time and money. I'd like to have a system that is customisable and very intuitive. One that saves me time and, above all, centralises my information. I need to be able to manage my own tasks, those for my customers and store all the assets. It has to be both simple and complete. I need a tool with hyper-fluid task management like ClickUp. Thanks for your help.

a. Who are you and what do you do? My name is Victor. I am the head of an inhouse agency at an EdTech startup. We mainly create marketing landings in large quantities (20-30 pages per month), but sometimes we still create mvp products for the company b. What are the biggest problems with organization in your agency? We have orders coming to us from different departments. It is necessary to unite everyone, to lead on a timeline of projects, to decompose tasks. But so far it's come down to having a task in Jira, a discussion in Slack, and a simple table with the start date of each project and the end date. c. What OS/system are you using today and what limitations does it have? We use Jira (clunky, difficult to learn and integrate new features) and Google Doc (no single base with notes, tasks, easy task editing) d. What would your DREAM system look like for the agency if you could develop anything? I've turned my attention to Height's project management service. That sounds like what we need. Single space for all participants, discussions, gantt chart, etc. Here you can look at the functionality we need. https://height.app/agencies If your system can also do more, I'm ready to make a choice in favor of it. Because the whole team is familiar with Notion and it will be easier for me to build work in it than to teach interaction with a new service. Plus, startups like Height appear and grow every day. Notion is more stable for long-term use

a. Who are you and what do you do? I work for a branding design agency in UK as a content editor, and know that this would help our company tremendously. I also am wanting to start my own company soon in events mixed with social media and would love to test this out. b. What are the biggest issue with organization in your/an agency? I feel like the company needs a system that is more organised and can find everything in 1 place, rather than scattered. To stay on top of invoices and clients. c. What kind of OS/system do you use today and what limitations does it have? We use lots of different rescources. Paying for more than needed when it could all be in one like yours. d. What would your DREAM system for an agency look like if you could design anything? Ease of use is number 1, to stay organised and always be two steps in front which will alleviate mistakes. An annual planner for the team would be very useful also. For everybody in the team to have easy access to one system.

A) My name is Josh and I run a Google ads agency with a partner in the UK. B) collaborating with him and keeping everything organized is incredibly difficult at the moment because of time difference and different conversations C) we’re using Notion but it’s not very fleshed out D) easy place to track all tasks, communications and projects for the client. I would love a tool that would create easy reports on a weekly and monthly basis for the client that look good and help them understand what we’re doing.

a. Who are you and what do you do? - My name is Hamada, and I'm the CEO of RankTop Media, a digital marketing agency that specializes in SEO, content creation, and social media management. We help businesses increase their online presence and drive organic traffic to their websites. b. What are the biggest issues with organization in your/an agency? - The biggest challenges we face are related to project tracking and team collaboration. With multiple clients and projects running simultaneously, it's easy for things to fall through the cracks. Additionally, we struggle with onboarding new team members efficiently and keeping everyone on the same page. c. What kind of OS/system do you use today and what limitations does it have? - We currently use Trello for project management and Slack for communication. While these tools are great for specific tasks, they don't offer a unified solution for all our needs. For example, Trello is excellent for task management but lacks advanced reporting features. Slack is great for communication but doesn't integrate well with our project timelines. d. What would your DREAM system for an agency look like if you could design anything? - My dream system would be an all-in-one platform that integrates project management, team collaboration, client communication, and analytics. It would have a centralized dashboard that displays real-time updates on project statuses, team performance, and financial metrics. This system would also include automated workflows for common tasks like client onboarding and reporting. Ideally, it would be customizable to fit the unique needs of our agency and scalable to grow with us.

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Who are you and what do you do? I am Maud, CEO of HelloJuwi Growth marketing Agency (France) b. What are the biggest issue with organization in your/an agency? Keep dashboard and KPI updated / onboarding customers and freelancing / and sharing projects with customers / c. What kind of OS/system do you use today and what limitations does it have? Notion (CRM, lifecycle, content, support) + loom + make d. What would your DREAM system for an agency look like if you could design anything? SEO strategies, emails workflow with examples ranged by industry and market (B2C, B2B, freelances)

a. Who are you and what do you do? Hi, I am Ahnaf, Undergrad Student of BBA and Part time SMMA employee, I live in Dhaka, Bangladesh and my hobby is football and notion management work. b. What are the biggest issue with organization in your/an agency? My Biggest issue of my agency would be Automation and AI, which I am trying to learn, Also these days the leads and clients booking is getting tough, everyone prefers notion and automated workflows, so yeah this skill would be great to solve the current issue. c. What kind of OS/system do you use today and what limitations does it have? We use Whatsapp, Emails, and now I am the notion manager of the agency, trying to set everything up in notion, I browse some stuff and came across this d. What would your DREAM system for an agency look like if you could design anything? everything automated, AI workflows, minimalistic , aesthetic, and easy to use by both the agency owner, crew and clients Dashboard.