A Free No-Code Tool for Business Owners

Running an agency is not easy.

As an agency owner, you might be familiar with the following scenarios:

1. A customer asks if you received their latest logo. They sent it to your team via email. You go to the company cloud server (or local server) and you cannot find where your team has uploaded the file. You spend an hour communicating back and forth with your team and then the client once you find the file.

2. Your sales team closes a lead, but all of the customer information is not in your department’s silo. Your operations and service team spend time on creating a customer profile so that anything going forward will be captured.

3. The Accounts Receivable (AR) Department is managing all open invoices between 35-100 customers. Some customers pay via check, some via online invoicing, and some via online ACH. AR spends time checking to make sure all customers are paid up but the online invoicing software your company uses isn’t enough to account for all other methods of payment.

The 3 scenarios above all have one thing in common: the lack of organization equates to time lost.

We all know the saying: time = money, so why not save a bunch of money and time by using something created specifically for agency owners?

Most businesses rely on several apps for their day to day work. Take the above scenario, for instance. To accomplish the workflow described, a typical business owner might use the following services:

1. Company Document Storage

   • Google Drive

   • Dropbox

   • OneDrive

   • Local Network Attached Storage (NAS)

2. Client Documentation / Profiles (CRM)

   • Salesforce

   • Monday

   • ZenDesk

3. Invoicing

   • Quickbooks

   • Square

   • Freshbooks

A Free Tool for all Business Owners

Notion is a No-Code Solution for many business owners

The team at Y Not You Media has created an all-in-one no code required template for Notion that will tackle all 3 of the above scenarios.

Crafted with love by our team, this Notion Template has the following features:

1. Maintain a hybrid database of Clients / Leads

2. Store any pertinent documentation within a “Client Profile”

3. Track all invoices specific to your Client and have the invoice linked to their profile

4. Track any expenses you incur from your Clients