Hey, I'm Bryan.
I consider myself a solopreneur now, but I spent years building a creative agency with my co-founders, working on projects with brands like Google, Apple, McDonald’s, Dyson, and many more.
One of the reasons I was able to step away is because we built systems that allowed the team to run projects independently, without relying on leadership for every decision.
The Agency OS is a simplified version redesigned for smaller teams (<10 pax) who want to operate with better clarity and structure.
Your agency works.
Your systems don't.
Clients in one tab, projects in another, finances somewhere you stopped checking. Agency OS is a fully built Notion workspace that pulls everything into one place, so you can actually see what's going on and get back to doing the work.
You don't have a productivity problem. You have a systems problem. Client details here, deadlines there, finances in a spreadsheet you haven't opened since last month. Things slip. Invoices get forgotten. Follow-ups don't happen. Fret not, Agency OS by foundercreate fixes that.
OVERVIEW
What's Inside Agency OS?
Dashboard
Revenue, pipeline, active projects, goal progress. All auto-calculated, no formulas to set up.
Finance Log
Log income and expenses linked directly to clients and projects. No more guessing where the money went.
Clients & Pipeline
Every lead, every client, every deal stage. Know exactly where your next revenue is coming from.
Project Tracking
Track budgets, margins, deadlines, and team assignments from kickoff to delivery.
Goal Tracking
Set quarterly targets, track progress, assign ownership. No separate app needed.
There's more...
Content Planner, Onboarding, Knowledge Base, Company Profile, Team Directory, and a Start Here guide that gets you fully set up in 15 minutes.
FAQ
A few things people usually ask
Find quick answers to common queries about our Agency OS template.
No. If you've used Notion or Google Sheets before, you'll feel at home straight away. If you're new to it, the Start Here guide walks you through everything step by step. Most people are up and running within 15 minutes.
Agency OS was built specifically for service-based businesses: agencies, consultancies, freelancers, and small teams. If you provide services for your clients, manage sales, and run multiple projects at once, this was made for you.
Yes, everything can be renamed, adjusted, or added to. The structure works out of the box, but it's fully flexible to fit how your business actually runs.
You'll get instant access to duplicate the workspace straight into your Notion or Google account. One click and it's yours.
Yes. Pay once, keep it forever. Any future updates are included at no extra cost.
Reach out within 7 days and we'll make it right.
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P.S. Act quickly. This is a limited time offer...