Agency Client Hub

<aside> 💡 Duplicate this page to start managing your agency workflow.

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How to use

1. Add new client profiles into the 'Clients' database with contact info.
2. Create a new row in 'Projects' and link it to the specific client.
3. Track progress using the status property in the 'Projects' database.
4. Generate invoices in the 'Invoices' database linked to completed projects.

What's included

• Clients Database: Names, Company, Industry, and Email fields.
• Projects Database: Status tags, Deadlines, and Client relations.
• Invoices Database: Amount, Due Date, and Payment Status.

Clients

Projects

Invoices

<aside> 🏢 ⭐ Why pay for this — Free templates are static lists that require manual status updates and math. This Hub actively manages your agency with automated deadline alerts, invoice aging reports, and financial health tracking, saving you hours of admin work.

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Operational review and maintenance

Use Agency Client Hub as a maintained operating system, not a static example. Start with one complete sample in Clients, Projects, Invoices, replace demonstration facts with current evidence, and keep related records consistent before relying on a dashboard or summary.

Setup checklist