Agency OS v2.0

Before having a system to manage my company:

• I couldn't focus on the bigger picture (aka strategy) as I was always putting out fires.
• I couldn’t hire new employees because I had nowhere to store resources or manage their tasks.
• I forgot to catch up with potential clients, losing $$$ along the way.
• I had documents all over the place, lost time looking for them, and even had to re-do many
• I didn't know whether my company was being profitable or not
• I was repeating manually many processes that I now know could’ve been automated.

If this sounds familiar, Agency OS solves this.

Here's how:

Simplicity-first system

I don’t want this to be something you get and never use.

Through consulting 70+ remote companies over 5+ years, I have found that the leanest systems are the ones that always have the highest adoption rates.

This system trims out the fat to just present the core systems that move every remote-first company.

Fully guided system

Within EVERY page, there’s a short video explaining how the page works. It is IMPOSSIBLE to get lost.

Templates to make your work blazing fast

Yup, that's right.

With Agency OS you also get:

• Projects template: This could be shared with a client you're working with to keep him up to date, or just internally for those moments when your team needs to focus on just one project. All information about that project at your fingertips.
• Personal dashboard template: If you've got a new hire, with the click of a button you'll be able to create his/her own personal dashboard. No need to change all the filters ever again.
• Meeting notes template: This template will help you avoid wasting time in your meetings by having the right structure. It also has a place to store any action items that came up during the meeting so they're never forgotten.
• Companies template: The overview of everything going on with any client you're working with.

And much more…

⚙️ Project Management

• Assign projects to team members
• Share projects with externals to keep them up to date
• See at a glance what everybody on your team is working on

🤑 Sales Management

• Never miss a sale because you forgot to catch up with a lead. This system will send you a notification when it’s time to reach out (needs the Automations pack)
• Predict the income you’re gonna get by watching your sales pipeline

👤 Personal Dashboards

• Every employee will have his/her own page to see everything that’s relevant to them.
• Wanna hire a new employee? Create his/her dashboard in seconds with the Employee dashboard template.

🎙️ Meeting minutes

• Never forget what was talked about 2 months ago.
• Keep track of all meetings within this system.
• Create to-do items directly from the meeting minutes page, so the task has the right context.

🤘🏻 OKRs

• Define your Objectives and Key Results to make sure your company has a north star to follow.
• Built-in system to log current metrics easily.
• Get the perspective on how your company is doing in the OKR dashboard.

💰 Master your finances

• Know at a glance your monthly revenue and profit
• Discover which are your best-selling products or services so you can double down on them
• Control how much money each business account has

Q&A

• Will this help me if I'm a solopreneur?
  • Completely. You'll just have one personal dashboard instead of having one for every employee. The rest will be the same.
• Which kind of support do you offer?
  • Once you get the system, you will have my personal email address where you can write me any questions or doubts you may have.
• All companies are different, how do I know this system will fit mine?
  • You're right. Every company is different. But in essence, all companies share the same needs. Project management, finances, documentation, sales... These are all common to all companies. And this is what this system contains.
• I'm a content creator, is this template going to help me with managing my content creation?
  • No. This template will help you with the business side of your business but not with content creation. For that, check this other template. It matches perfectly with Agency OS.