The Marketing Agency OS

Stop running your agency on scattered spreadsheets and disconnected tools.

Running an agency is hard. Keeping track of leads in a CRM, managing projects in Asana, scheduling content in spreadsheets, and tracking invoices in accounting software creates chaos.

The Marketing Agency OS is the centralized command center designed to bring your entire workflow—from "Lead" to "Paid"—into one cohesive ecosystem.

Built on a robust 15-Database Architecture, this system doesn't just store data; it links your Sales to your Production, and your Time-Tracking to your Profitability.

🏛️ What’s Inside?

The system is organized into 4 connected Hubs:

1. 📈 The Growth Hub (Sales & CRM)

Don't just store contacts—manage relationships and revenue.

• Clients & Contacts: A dedicated CRM to manage active accounts and the key stakeholders behind them.
• Sales Pipeline: visually track deals from "Discovery" to "Closed Won" with weighted revenue forecasting.
• Offers & Services: A menu of your standard packages to speed up proposal creation.

2. ⚙️ The Production Hub (Project Management)

Deliver on time, every time, without scope creep.

• Projects: High-level containers for your campaigns and retainers.
• Deliverables (Scope Control): distinct from tasks, this database tracks exactly what you legally promised the client (e.g., "10 Posts," "1 Website") so you never do out-of-scope work for free.
• Tasks & Timesheets: granular task management linked to a time-tracking system that calculates the actual labor cost of every project.

3. 🎨 The Creative Hub (Content Factory)

A visual workspace for designers and writers.

• Content Calendar: manage social posts, blogs, and emails with a built-in approval workflow (Draft $\to$ Review $\to$ Scheduled).
• Media Assets (DAM): A library for your final files, raw footage, and stock assets, linked directly to the relevant client and project.
• Copy & Scripts: A distraction-free environment for drafting long-form content before design.

4. 💼 The Operations Hub (Admin & Finance)

Keep the lights on and the margins healthy.

• Invoices & Expenses: Track what you've billed vs. what you've spent (ads, software, contractors) to see your Net Profit in real-time.
• Meetings & Notes: Stop losing crucial details. Link meeting notes directly to specific Projects.
• Agency Wiki: Host your SOPs, Team Directory, and Client Credentials securely.

⚡ Why this template is different?

Most templates are just glorified to-do lists. The Marketing Agency OS is a relational database system:

• Real Profitability: It automatically subtracts your Expenses and Staff Hours from your Invoice Amount to show you the true margin of a project.
• Scope Protection: The unique "Deliverables" database ensures you only work on what was signed in the contract.
• Asset Connection: Never search for a logo again. Open a Client page, and their assets are right there.

Ready to professionalize your agency? Duplicate The Marketing Agency OS today.