Agency Operations Blueprint
An operations system for agencies—SOPs with client review gates, delivery checklists, and QA tracking across team roles. Delivered for Notion or Google Sheets.
Linked databases with Board, Table, and Calendar views. Duplicate to your workspace in one click.
Full preview available after purchase. Same data model, different interface.
Why this blueprint exists
Client review is a stage: SOPs include Internal Review and Client Review as separate steps—because agency work has external approval loops.
Handoffs need explicit ownership: Each SOP step has an Owner field so nothing falls between team members.
QA gates prevent rework: Checkpoint fields ensure deliverables pass quality checks before reaching the client.
Agency operations are more complex than solo work. You have team handoffs, client approval cycles, and quality requirements that generic SOP templates ignore.
A solo SOP library assumes one person does everything. Agencies need handoffs between roles—designer to developer, strategist to account manager—with clear ownership at each step.
Client review is the other gap. When a deliverable goes to the client for approval, that's a stage with its own timeline and follow-up rules.
This blueprint adds agency-specific layers: team roles, handoff points, client review stages, and QA gates.
What you get
Agency SOP Library
SOPs with Draft → Internal Review → Client Review → Approved → Live status flow.
Team Role Ownership
Each SOP step assigned to a specific role—designer, developer, PM, etc.
Client Review Stage
Dedicated status for deliverables awaiting client feedback.
QA Gates
Checkpoint fields at key handoff points to catch issues before delivery.
Delivery Checklists
Per-project checklists derived from SOPs for consistent delivery.
Handoff Log
Track when work moves between team members with context and deadlines.
By-Role View
Each team member sees only SOPs and tasks relevant to their role.
Overdue Tracker
Surface SOPs and checklists that have missed their deadlines.
Inside the system
The exact tables, fields, and views you receive. Nothing hidden.
Agency process library with review stages
Views & reports included
How it works
Buy the blueprint.
Answer 2 questions (tool + workflow variant).
Copy instantly + run the 5-minute setup wizard.
FAQs
Yes. Notion free tier and standard Google Sheets.
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Agency Operations
Instant delivery · Notion + Google Sheets
Includes