About This Template

A complete operating system for agencies and freelancers. Manage your entire pipeline from lead to delivery to payment. 7 interconnected databases with rollup formulas, scope tracking, client portals, SOP library, and 30+ AI prompt templates. Stop juggling tools — run your entire agency from one workspace.

<aside> ⭐ Why pay for this — The only agency template with built-in scope-creep detection, AI prompt pipelines mapped to deal stages, and isolated client portals. 7 connected databases with auto-computing profitability formulas.

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How to Use This Template

1. Duplicate this page to your workspace.
2. Start with Clients & Leads — add your existing clients.
3. Create Projects and link them to clients.
4. Add Tasks to projects and track time.
5. Use AI Prompt Pipelines to 10x your workflow.
6. Share Client Portal pages with external clients.

Clients & Leads

Projects

Tasks & Deliverables

Invoices & Finance

Client Portals

Resource & SOP Library

AI Prompt Pipelines

What's Included

• Clients & Leads — Full CRM with 6-stage pipeline, deal values, and health scoring
• Projects — Scoped budgets, billing types, progress tracking, and health status
• Tasks & Deliverables — Sprint-based with estimated vs actual hours and scope creep detection
• Invoices & Finance — Revenue + expense tracking with payment status