Notion – Agency Talent Management Template


This template is perfect for keeping an internal directory / CRM of your talent, freelancers and contractors.

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Notion – Agency Talent Management Template

This template is perfect for keeping an internal directory / CRM of your talent, freelancers and contractors. This template makes it easy to match the right creative talent to the right project while facilitating skill development across the agency. It is designed to be a starting point for fast-moving agencies of any kind: advertising, digital marketing, social media, public relations, or anything else. Ideal for project managers, talent managers, GMs, or anyone else who bears any responsibility for getting the right creative and technical resources onto a project. Whether you are trying to staff talent for a single project, a whole region, or across an entire agency, this template allows you to identify available resources based on role, skill(s), location, and current availability. It’s perfect for talent / project managers to run seamless projects and give agency leadership visibility into all the projects your teams are working.


What you need before purchase

  • Basic knowledge of how to use Notion
  • Paid Notion account if you’ve looking to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.


After purchase

After purchase you’ll be able to view the template immediately. The template can added to your Notion account by:

  • Click on the template download link in Gumroad
  • When viewing the Notion template, click on the “Duplicate” link in the top-right of your screen
  • The template will now be available in your own Notion account

For ongoing use, the steps are:

  • Login to Notion and select the template you want to view
  • Click on the Duplicate link in the top-right of your screen to create a copy to use
  • You’ll be able to retain the Notion template and work on the Duplicate (with a new name) and can repeat this process whenever you want to use the template again

About Agency Talent Management Software Solutions

Agency management software can help you manage your entire team, from the top down and bottom up. It’s a solution that will allow you to track all of your employees, their performance, and their productivity. With this information in hand, you can make better decisions about how to best utilize your resources. Managing staff is one of the most important aspects of any business. You need to know who is doing what and when they are supposed to be working. If you don’t have a good system in place, it’s easy for things to fall through the cracks.

The Benefits of Using an Agency Management System

An agency management system is designed to help you manage your entire workforce. From the top down and bottom-up, you’ll be able to see exactly where each employee stands with regard to their performance and productivity. You’ll also be able to easily assign tasks to your employees, monitor their progress, and even give them feedback if necessary. This allows you to get more done in less time while making sure that everyone is happy and productive. You should also use an agency management system to keep track of your clients. This way, you can ensure that you’re always meeting deadlines and providing quality work.

What Features Should Your Agency Management Software Have?

There are many different types of agency management systems available today. Some of these include:

  • Time Tracking – Track every minute of every day, week, or month.
  • Performance Reviews – Keep track of your employees’ performance reviews.
  • Employee Scheduling – Schedule meetings, trainings and other events for your team.
  • Client Communication – Communicate with your clients via email, phone calls, and text messages.
  • Payroll – Pay your employees automatically.
  • Reporting & Analytics – Analyze data and generate reports.
  • Inventory Control – Know where your inventory is located and how much there is left.
  • Project Management – Create projects, assign tasks, and track progress.
  • Human Resources – Find out which employees are leaving your company and why.
  • Recruitment – Find qualified candidates and hire new employees.
  • Recruiting Process – Use an online recruiting process to find the right candidate.

Benefits of Having an Agency Management System

Having an agency management system gives you access to tons of benefits. These include:

  • Reduce Employee Turnover – When you have a clear view of your employees’ performance, you can quickly identify those who aren’t performing well. By removing poor performers, you can reduce turnover and save money.
  • Improve Productivity – A good agency management system will provide you with detailed information about your employees’ productivity. With this information, you can make changes to improve efficiency and increase overall output.
  • Improve Client Relationships – An agency management system helps you communicate better with your clients. It makes it easier to schedule meetings, send reminders, and stay in touch.
  • Increase Revenue – Good agency management software will allow you to automate processes and streamline workflow. This means that you can spend more time focusing on what matters most – growing your business!
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