Design Agency Team OS

Run a multi-client studio — pipeline, team, reviews, billing.

An operating system for design agencies — a multi-client project pipeline with revenue, a team skills matrix and availability calendar, a brief-to-delivery tracker, SOW templates, a per-client brand-asset vault, a creative-review board, monthly financials, and team OKRs.

What's inside

• Multi-client pipeline with revenue tracking
• Team skills matrix & availability calendar
• Creative-review board + monthly financials

$11.99 — one-time purchase, lifetime access.

Get Design Agency Team OS on Notion

Who it's for

Design agency owners and studio leads managing several clients, a team and the finances at the same time.

How to get started

1. Get it on Notion and duplicate it into your own workspace.
2. Add your clients and projects to the pipeline with their revenue.
3. Fill in the team skills matrix and availability calendar so you can staff new work.

Questions

Is it for a solo freelancer?

It is built for a team, with skills, availability, creative reviews and team OKRs. If you work alone, the Freelance Design Business OS is a better fit.

What is included in the Design Agency Team OS?

A multi-client project pipeline with revenue, a team skills matrix and availability calendar, a brief-to-delivery tracker, SOW templates, a brand-asset vault per client, a creative-review board, monthly financials and team OKRs.

Is it a subscription?

No. It is a one-time purchase of $11.99 through Notion's checkout. You get the template straight away and keep it.

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