📦 Resources

Everything you need to
run a tighter operation.

Templates, tools, and playbooks built from 150+ real client setups. Ready to use in minutes, not weeks.

Featured template
🏢 Notion Template

Your Ultimate
Agency OS

The complete Notion operating system for agency owners. Client work, tasks, projects, team, meetings, and calendar — all connected in one workspace. Built from real agency setups we've done for 150+ clients.

Client CRM & project tracker — linked and synced
Task management with today / this week / overdue views
Team calendar connected to projects and clients
Meetings database — log every meeting, auto-linked to clients & projects
1 AI Agent included — converts meeting action items into tasks and links them to the right project automatically after every meeting
Quick actions dashboard and home page
Clean, minimal — nothing you don't need

One-time payment • Instant access • Duplicate in 30 seconds

Agency OS · Home
📋 My Tasks — Today
✅
Review Acme proposal
In Progress
✅
Send invoice — Client B
Done
✅
Weekly team sync prep
Upcoming
🤝 Active Projects
📁
Website Redesign — Acme
Active
📁
Q2 Campaign — Client B
On Track
📅 Meetings — This Week
🤖
AI Agent: 3 tasks created from Monday call
Auto
📌
Strategy Call · Mon 10am
Logged
📌
Client Review · Wed 2pm
Upcoming
All products

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🏢
Notion Template
Your Ultimate Agency OS
The complete operating system for agency owners. CRM, projects, tasks, meetings, calendar, and AI automation — all in one Notion workspace.
Available now
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Coming soon
⚡
Automation Template
AI Lead Gen Playbook
The exact Clay + Apollo + Smartlead setup we use to build outbound engines for clients. Plug in your ICP and go.
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Coming soon
🎯
ClickUp Template
ClickUp Operations OS
A production-ready ClickUp workspace for ops-led teams. Tasks, sprints, client tracker, dashboards, and automations pre-wired.
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Coming soon
📊
Notion Template
SaaS Startup OS
Built for early-stage SaaS teams. Roadmap, feature requests, bug tracker, OKRs, and team wiki — all connected in Notion.
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Coming soon
🤖
Automation Pack
Make.com Workflow Library
10 ready-to-import Make.com scenarios covering lead enrichment, CRM sync, invoice reminders, and meeting summaries.
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Coming soon
📨
Cold Outreach Playbook
Cold Email Starter Kit
Deliverability checklist, 5 proven sequence templates, ICP worksheet, and a domain warm-up tracker. Everything before you send a single email.
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