Agency Operations Suite for Google Sheets
A premium Google Sheets agency system built to help small agencies, studios, and service teams manage clients, leads, projects, team tasks, revenue, workload, KPIs, and internal operations from one organized workspace.
- ✓Agency Command Dashboard — see clients, revenue, workload, and performance at a glance
- ✓Client CRM — organize client accounts, services, contact details, and account status
- ✓Sales Pipeline — track leads, opportunities, stages, follow-ups, and potential revenue
- ✓Project & Delivery Tracker — manage client projects, deliverables, deadlines, and status
- ✓Team Task Manager — assign work, track priorities, owners, and due dates
- ✓Revenue & Payment Tracker — monitor income, project value, payment status, and monthly totals
- ✓KPI Performance Dashboard — review agency activity, workload, revenue, and progress
- ✓Operations Notes Hub — keep processes, decisions, internal notes, and reminders organized
Secure checkout by Stripe • Instant digital delivery • One-time payment • Works in Google Sheets
How it works
Start running your agency operations in under 2 minutes
From checkout to a working agency operating system, the setup is fast, simple, and built for small agencies, studios, and service teams managing clients, leads, projects, team workload, revenue, and internal operations.
Secure Checkout
Complete your purchase with a one-time payment and get instant confirmation right away.
Instant Delivery
Receive your Agency Operations Suite access link by email immediately after purchase. No waiting, no manual delivery.
Duplicate & Start
Open it in Google Sheets, duplicate it to your Drive, and start organizing clients, leads, projects, team tasks, revenue, KPIs, and operations.
No installation, no complex agency software, and no monthly operations tools to manage.
Everything Included
8 connected tabs, one complete agency operating system
Agency Operations Suite gives you one organized Google Sheets workspace to manage clients, leads, projects, team workload, revenue, KPIs, and internal operations without complicated agency software.
01 - Agency Command Dashboard
See the whole agency at a glance
A high-level overview of clients, revenue, workload, pipeline, and KPIs from one premium command view.
- Track active clients, projects, and team workload
- Monitor revenue, pipeline value, and pending payments
- Spot business momentum at a single glance
02 - Client CRM
Organize every client relationship
Keep client accounts, services, contact details, and account status visible in one structured agency CRM.
- Track active, paused, and churned client accounts
- Keep services, contacts, and notes per client
- See which clients need attention quickly
03 - Sales Pipeline
Turn leads into closed agency revenue
Track leads, opportunities, deal stages, follow-ups, and potential revenue without scattered tools and spreadsheets.
- Move leads through clear pipeline stages
- Track follow-ups, owners, and next actions
- See forecasted pipeline value at any moment
04 - Project & Delivery Tracker
Manage every client project from start to delivery
Track client projects, deliverables, deadlines, and status so work keeps moving across the entire agency.
- Organize projects by client and status
- Track deliverables, owners, and due dates
- Keep project stages visible across the team
05 - Team Task Manager
Keep every team member's work organized
Assign work, track priorities, owners, and deadlines so day-to-day execution stays clear and on schedule.
- Track tasks by owner, client, and project
- See priority work and overdue items
- Balance workload across the team
06 - Revenue & Payment Tracker
Track agency revenue and payments in one place
Monitor income, project value, payment status, and monthly totals without building a separate finance sheet.
- Track revenue by client or project
- Keep paid, pending, and overdue status visible
- Review monthly agency income faster
07 - KPI Performance Dashboard
Review agency KPIs and momentum clearly
A high-level view of agency activity, workload, revenue, and progress against the targets that matter most.
- See KPI movement at a glance
- Spot workload pressure before it builds
- Review performance without manual reporting
08 - Operations Notes Hub
Keep agency operations and decisions documented
Store processes, decisions, internal notes, and important reminders in one connected, searchable workspace.
- Document SOPs and internal processes
- Record decisions and account-level notes
- Reduce searching through chats and shared docs
Everything is built to help small agencies, studios, and service teams run a more organized, profitable, and predictable operation from one connected workspace.
BENEFITS
Why small agencies use this suite to run a more organized business
Full agency visibility
See clients, revenue, workload, pipeline, and KPIs across the agency from one connected command view.
Pipeline-to-delivery flow
Track leads, opportunities, and projects from first contact through final delivery without scattered tools.
Team execution clarity
Know who owns what, what's due next, and where workload is heaviest before deadlines start slipping.
Revenue & KPI control
Track income, pending payments, monthly totals, and the KPIs that show how the agency is really performing.
SUPPORT
Frequently asked questions
No. Agency Operations Suite is a one-time purchase. You pay once and get lifetime access with no recurring fees or hidden charges.
You will receive access by email immediately after purchase. Open the file in Google Sheets, duplicate it to your Google Drive, and start using it right away.
No. The suite works directly inside Google Sheets, so there is nothing to install. You only need a free Google account to make your own copy.
Yes. After duplicating the workbook to your Google Drive, you can fully customize it to match your agency's clients, services, leads, projects, team tasks, revenue categories, KPIs, and internal operations.
Yes. Once you've duplicated the workbook to your Google Drive, you can invite your team members and set Google Sheets permissions (view, comment, or edit) the same way you would for any other Drive file.
No. This is a digital product. Nothing is shipped physically — you get instant access online immediately after payment.
It is built for small agencies, creative studios, and service teams managing multiple clients, leads, projects, team workload, revenue, KPIs, and internal operations from one structured workspace.
Yes. Because it runs inside Google Sheets, you can use it on desktop, tablet, and mobile through the free Google Sheets app or any web browser.
Yes. Email support is included if you need help accessing the file or getting set up inside Google Sheets.
Run your entire agency from one organized operating system
Get instant access to your Agency Operations Suite. No subscription. No setup. Just organized clients, leads, projects, team workload, revenue, KPIs, and operations.
Get Instant Access — €119.99