Notion workspace · $79 one-time
Run your small agency from one ready-to-use Notion workspace.
Keep leads, clients, projects, tasks, SOPs and your money overview connected without building your operating system from scratch.
Built in Notion. Duplicate it into your workspace.
Active clients6
Live projects9
Expected$2,100
Received$2,100
Projects
- Northstar Launch Sprint Active
- Retainer — content ops Active
- Brand audit Queued
- Website refresh Active
- Local SEO setup Queued
Next actions
- Send Northstar sprint recap Today
- Confirm second payment This week
- Update onboarding SOP Backlog
- Kickoff call — new lead This week
- Close out brand audit Backlog
Illustrative layout of the workspace structure, using the included Brightline Studio demo agency.
The problem
Your work may be organized.
Your operating system isn’t.
Most small agencies assemble their operation one piece at a time. Each piece works. The structure between them doesn’t.
ClientOps HQ replaces the assembly work with a connected starting point — one workspace where the pieces already relate to each other.
Connected workflow
Lead → Client → Project → Tasks → Money
One operating model, end to end. SOPs sit alongside it so repeatable execution doesn’t depend on memory.
- 01LeadCapture inbound and outbound opportunities with owner, stage and next step.
- 02ClientConvert a lead into a client record that keeps context in one place.
- 03ProjectOpen scoped engagements linked to the client and its value.
- 04TasksBreak delivery into tasks connected back to the project.
- 05MoneySee expected and received amounts per client and project.
SOPsSupporting layer across the whole flow — the way your agency repeats onboarding, delivery and reporting.
Product in action
A workspace built to be
operated, not admired.
Four moments that show how the structure holds together, shown with the included demo agency.
01
One dashboard for the whole operation
Active clients, live projects, what needs attention today and the money picture — on the page you open first.
Clients6
Projects9
Open tasks14
Needs attention
- Northstar Launch Sprint — review Today
- Second payment expected $2,100
- Discovery call — inbound lead Tomorrow
02
Leads become clients without re-entering anything
A lead carries its own context. When it closes, the client record continues the same thread instead of starting a new one.
Leads
- Northstar Dental Group Won
- Local fitness studio Proposal
- B2B software consultancy New
Client record
- Northstar Dental Group Client
- Linked project $4,200
- Owner Brightline
03
Projects and tasks that stay attached to each other
Delivery lives under the project it belongs to, with value and status visible at the same level as the work.
Northstar Launch SprintNorthstar Dental Group
- Landing page copy In progress
- Ad account setup Done
- Tracking check To do
- Sprint recap To do
04
Money visibility, not bookkeeping
See what is expected and what has been received per client and project. Operational clarity — not accounting, invoicing or payments.
Received$2,100
Expected$2,100
By project
- Northstar Launch Sprint 50% in
- Retainer — content ops Received
- Brand audit Expected
What's included
Eight parts of one operating structure.
Not eight unrelated templates. Each one is already connected to the others.
Central Dashboard
Open one page and see active clients, live projects and what needs attention.
Leads / CRM
Track opportunities by stage and turn the ones that close into clients.
Clients
Keep client context, projects and money visibility connected to one record.
Projects
Run engagements with value, status and owner instead of loose notes.
Tasks
Work from a single task surface that stays linked to the project it serves.
SOPs
Document repeatable execution so delivery does not depend on memory.
Money Overview
Operational visibility into expected and received client money.
Quick Start
A short path from duplicating the workspace to operating in it.
Ready-made vs building it yourself
Skip the setup decisions, not the thinking.
You still run your agency your way. You just don’t design the structure from zero first.
Building your own system
- Decide the structure
- Design databases
- Create relationships
- Build views
- Organize navigation
- Create SOP structure
- Test everything
- Keep tweaking
With ClientOps HQ
- Duplicate the workspace
- Understand the demo
- Replace the demo data
- Start operating
You receive a coherent starting system and adapt it, instead of inventing one.
Who it's for
Honest about fit.
Good fit
- Small marketing agencies
- Small consultancies
- Owner-operated service businesses
- Operators comfortable with Notion
- Businesses managing multiple clients and projects
Not designed for
- Large agencies
- Advanced resource planning
- Enterprise permissions
- Client portals
- Accounting
- Payroll
- Complex automation
Pricing
One purchase. No subscription.
ClientOps HQ
$79 one-time
- Duplicable ClientOps HQ workspace
- Connected operating structure
- Demo agency to learn from
- Quick Start
- SOP starter set
Built in Notion. Duplicate it into your workspace.
FAQ
Straight answers.
Is this a subscription?
No. ClientOps HQ is a $79 one-time purchase.
Is ClientOps HQ standalone software?
ClientOps HQ is a ready-to-use operating workspace built in Notion.
Do I need Notion?
Yes. ClientOps HQ is delivered through Notion and duplicated into your workspace.
Does it handle accounting?
No. Money Overview provides operational visibility into expected and received client and project money. It is not accounting or bookkeeping software.
Can I customize it?
Yes. Once duplicated into your Notion workspace, you can adapt it to your own operation.
Is it designed for teams?
It is primarily designed for small owner-operated agencies and consultancies rather than complex multi-team organizations.
ClientOps HQ
Run your small agency from
one connected workspace.
$79 once.
Get ClientOps HQ — $79 onceby Growth MS · Make Progress.