Notion Built for Notion
Notion Solutions Partner
Custom build: $2,500 | Regular: $499 | 🔥 Launch price: $99

Run your agency
from one Notion
system.

CRM, projects, tasks, SOPs, AI meetings, and automations, all connected. Replace 5 scattered tools. Duplicate today, operational in under 2 hours.

Get Agency OS for $99 See what's inside ↓
One-time payment
Instant access
Setup in under 2 hours
AI Meeting Agent included
⏳ Price increases after launch closes. Regular price returns to $499.
Your Ultimate Agency OS Dashboard
Closed ARR
$470K
Total Pipeline
$1.9M
LEADS IN PIPELINE
Lead
Evergreen Accounting
$80,000
Lumen Legal
$110,000
Qualified
Atlas Digital
$175,000
Harbor Hospitality
$130,000
Negotiation
Pulse Wellness
$95,000
Vertex Studios
$200,000
Sample dashboard, illustrative data
🤖
AI Meeting Agent
Tasks auto-created from notes
⚡
Automations live
Overdue alerts + onboarding
The Problem

Sound familiar?

Agency owners run their business across 5+ disconnected tools, and still end up carrying everything in their head.

📱
Scattered across WhatsApp, email, Sheets and Trello

Client updates in one place, tasks in another, notes buried in a chat thread. Nobody knows what's happening without calling you.

🔄
Missed follow-ups and dropped balls

A lead fell through the cracks. A task wasn't done on time. Not because your team is bad because nothing is tracked in one place.

🧠
You're the human operating system

Every decision, status update, and priority runs through you. You can't step away because if you do, things fall apart.

👁️
No visibility on what's actually happening

You don't know which projects are at risk until someone complains. By then it's already a fire drill.

After Agency OS

What changes when
it's all in one place.

✓ After

Know every client status at a glance

One board. Every client, their project stage, open tasks, and last contact. You stop asking "where are we with X?" the answer is always there.

✓ After

Meeting notes become assigned tasks automatically

Drop your notes into the AI Meeting Agent. It extracts action items, assigns them to the right person, links them to the right project. Zero manual work.

✓ After

Stop carrying delivery in your head

SOPs documented. Processes clear. New team members onboard faster. You delegate with confidence because the system holds the context not you.

✓ After

Your whole business runs from one tab

CRM, projects, tasks, team, meetings, all linked, all visible, all in Notion. Close WhatsApp groups, archive the Sheets, and start Monday running properly.

Setup in under 2 hours

What happens when
you duplicate it today.

1
Duplicate to your Notion in one click

Hit the duplicate button. Your workspace is ready instantly all modules pre-linked and pre-configured.

2
Rename and clear the demo data

Rename to your agency. Use Notion AI to delete demo entries in one prompt. Takes 5 minutes. Your workspace, your data.

3
Add your first client and projects

Start on the main dashboard. Add your active clients, create project records, assign tasks for this week. Start Monday running.

4
Activate the AI Meeting Agent

Drop your next meeting notes in. Watch it extract action items and create tasks automatically. This is the part people can't believe is real.

What's inside at a glance
📊
Client CRM
Pipeline + contacts
📁
Projects
Linked to clients
✅
Task Tracker
By person & project
🤖
AI Meeting Agent
Notes → tasks auto
📋
SOP Wiki
All processes documented
📅
Team Calendar
Meetings + milestones
Core works on Notion free plan
AI Meeting Agent requires Notion AI (paid plan)
Everything Included

Four bundles.
All connected. One purchase.

Not nine separate modules to configure. Four working bundles, pre-linked from day one.

📊
Sales + CRM
  • Full sales pipeline with stage tracking
  • Client records linked to all projects and tasks
  • Lead inbox + follow-up reminders
  • Pipeline value dashboard ($ARR + total)
🚀
Delivery + Tasks
  • Project tracker linked to clients automatically
  • Task database filterable by person, project, status
  • Overdue alert automation, team notified automatically
  • Client onboarding workflow pre-built
🤖
Meetings + AI Follow-up
  • Meetings database linked to clients and projects
  • AI Meeting Agent, extracts action items automatically
  • Team calendar with milestone tracking
  • AI Agent Hub for deploying additional agents
📋
SOPs + Team Operations
  • SOP Wiki for documenting every process
  • Client folders with dedicated reference storage
  • Setup guide + full Loom video walkthrough
  • Works solo or scales with your team
Pricing

One price.
Yours forever.

No subscription. No recurring fees. Duplicate it once, use it forever.

🔥 Launch Price Limited Time
Custom Build
$2,500
IV Consulting rate
Regular Price
$499
After launch
You Pay Today
$99
Launch only
$99
One-time payment. No subscription, ever.
Instant access · Duplicate to Notion in 1 click · Setup guide included
⏳
Price increases when launch closes. Returns to $499 after.
✓ Our Guarantee

If you duplicate the template and it's clearly not what was described, email us within 7 days and we'll make it right. No runaround.

Everything included

The same core system IV Consulting builds for agency clients packaged as a template.

Client CRM with full sales pipelineTrack leads, deals, and pipeline value from one board
Project + Task tracker (linked together)Tasks connected to the right project and client automatically
AI Meeting AgentExtracts action items from notes and creates tasks automatically
Team Calendar + Meetings databaseAll meetings tracked, linked to clients and projects
SOP Wiki + Client foldersDocument every process and store client files in one place
Overdue automation + onboarding workflowTeam notified automatically when tasks are late
Setup guide + Loom video walkthroughStep-by-step written guide and full video walkthrough included
Notion plan requirement

Core system works on Notion's free plan. AI Meeting Agent and advanced AI views require Notion AI (paid plan).

What people say

Real feedback.
From real buyers.

"brooo this notion template is actually insane. set it up saturday and my whole team is finally in one place. no more where do i find xyz messages at 11pm"

James T.
Digital agency founder
X / Twitter

"does this work if im solo, no team?, yep fully works solo. ok just buying now. honestly best money ive spent in a while not even exaggerating"

Rahul S.
Solo consultant
WhatsApp

"ok i was lowkey skeptical ngl but this one hits different. crm to project to task linkage is automatic. been using it 2 months and haven't touched trello since"

RK Agency
Agency operator
X / Twitter

"crazy how much time i wasted moving stuff manually between tools. the ai meeting agent is wild, paste call notes in, tasks get created and assigned. thats it. done. why did i wait so long"

Amir M.
Operations, growing agency
X / Twitter

"Just set up the Agency OS from IV Consulting. Had client info scattered across 4 different tools, consolidated everything in a day. The CRM to project linking is exactly what a growing agency needs. If you're drowning in ops chaos, this is the fix."

Samira R.
Agency Operations Lead
LinkedIn

"set this up for my team today, took maybe 90 mins including the loom. the projects linking to clients automatically is the thing that got us. yeah man honestly great work"

Marcus D.
4-person agency team
WhatsApp
Is this for you?

Built for operators.
Not tourists.

✓ This is for you if you are a...
  • Agency owner managing clients, projects, and a team
  • Consultant running delivery and client relationships
  • Small service team wanting one shared operating system
  • Solo operator who wants to scale without more chaos
  • Existing Notion user ready to go beyond basic pages
✗ This is not for you if...
  • You're looking for a generic second-brain or productivity template
  • Your team won't adopt Notion at all
  • You want a one-click fix with zero setup effort
  • You run a product or e-commerce business (built for service/agency models)
FAQ

Questions that
block the purchase.

Do I need to know Notion to use this?
No. If you've used a spreadsheet, you can use this. The setup guide and Loom walkthrough explain everything step by step. Most people are up and running in under 2 hours.
What Notion plan do I need?
The core system CRM, projects, tasks, SOPs, team calendar works on Notion's free plan. The AI Meeting Agent requires Notion AI, which comes with Notion's paid plans (Plus or above).
How fast can I set this up?
Duplicate takes 30 seconds. Clearing demo data with Notion AI takes 5 minutes. Adding your first client and projects takes 20-30 minutes. You can be fully running the same day.
What exactly do I get after purchase?
Instant access to the Notion template link. One click to duplicate it to your workspace. Includes the setup guide, Loom walkthrough, AI Meeting Agent, and all 6+ pre-linked modules. No waiting.
Is this for solo operators too?
Absolutely. The system works just as well solo as it does with a team. Team-facing sections stay empty until you're ready. Start solo, expand later the architecture scales with you.
What's the difference between this and a custom build?
A custom Agency OS build with IV Consulting starts at $2,500 and is tailored to your specific business. This template gives you the same core system and workflows pre-built, at a fraction of the cost.
Will the price actually go up after launch?
Yes. The launch price of $99 is for a limited window. After that, the template returns to its regular price of $499. This isn't a fake countdown it's a genuine launch offer.
What if I need help setting it up?
The setup guide and Loom video cover everything. If you want hands-on help, IV Consulting offers a Notion Co-Build Intensive a live session where we build your workspace with you. Email info@ivconsulting.in for anything else.
🏢 Built for Notion · IV Consulting

Stop running your
business from memory.

The same system IV Consulting builds for clients available right now as a one-time purchase. Duplicate it today, start Monday running properly.

Get Agency OS for $99 →
✓ One-time payment ✓ Instant access ✓ Setup guide included ✓ AI Meeting Agent included ✓ Price increases after launch
Your Ultimate Agency OS
One-time $99 · Instant access · Price rises after launch
Get Agency OS for $99