AI Agency Project & Delivery OS
Clients, projects, deliverables, revisions, retainers, and invoices — one Notion page that shows what's active, what's overdue, and your retainer MRR at a glance.
$39.00 Buy on Payhip
Instant download after checkout. Sold and delivered by Payhip.
Who this is for
- Small AI automation agencies juggling several clients at once
- Any small service team tracking clients, projects, deliverables, revisions, retainers, and invoices in one place
Who this is not for
- Anyone who does not use Notion — a free Notion account is required
- Anyone who needs money fields in a currency other than USD by default — USD is the default format (changeable)
What's inside
- Dashboard that surfaces overdue deliverables, waiting revisions, and unpaid invoices automatically — nothing hides in a chat thread again
- Retainer MRR view that totals your active monthly retainers for you
- % Complete per project, driven by real deliverable status
- Per-client outstanding balances without spreadsheet math
- 6 connected databases: Clients, Projects, Deliverables, Revision Requests, Retainers, Invoices
- Fictional sample data included so you can see exactly how it works before adding your own
The preview is the actual template, view-only. Buying gives you your own duplicable copy.
How it works
- Buy and download the file from Payhip.
- Open the delivery file and duplicate the template into your own Notion workspace.
- Give it your facts — it asks for anything missing instead of inventing it.
Questions
What do I need to use this template?
A free Notion account. The template is fully self-contained — no other template, add-on or paid Notion plan is required.
How is it delivered?
After checkout on Payhip you get the delivery file with a duplicate link. Open it, duplicate the template into your own Notion workspace, delete the fictional sample data, and start in minutes.
What is inside?
Six connected databases — Clients, Projects, Deliverables, Revision Requests, Retainers and Invoices — plus a dashboard that surfaces overdue deliverables, waiting revisions and unpaid invoices, a Retainer MRR view, and per-client outstanding balances.
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