Talent Management Agency OS | The Ultimate Notion System to Manage Talents, Brand Deals, Campaigns, Finances, Performance & Automate Workflows

Manage your influencer business seamlessly—all in one place.

The Influencer Agency OS is a powerful template designed for Creator Managers, Influencer Managers, Talent Managers, and Influencer Agencies looking to streamline operations, track deals, manage finances, and optimize workflows. Whether you’re overseeing a small talent roster or running a full-scale agency, this system helps you focus on what you do best while automating the rest.

Who is this for?

✅ Creator & Influencer Managers – Keep track of every deal, campaign, and payment effortlessly.

✅ Talent Agency Owners – Oversee operations effortlessly with real-time insights into revenue, deals, and growth projections.

✅ Marketing Teams – Organize influencer partnerships and track deliverables with ease.

What Does This Template Do?

🔥 1. Clients & Creators CRM – Stay Organized

• Manage clients and influencer profiles in an intuitive pipeline.

• Keep detailed records of past collaborations and upcoming opportunities

📢 2. Offer Tracker - Oversee Every Step

• Track their brand deals, negotiations, and signed contracts all in one place.

• Organize each new deal and pitch in stages (e.g., Pitched, Received, Negotiating, Confirmed, Declined)

• Keep track of budgets, and needs to make the best decisions.

📆 3. Campaign Tracker – Never Miss a Deadline

• Organize campaigns into stages (e.g., planning, approvals, Live, Completed).

• Set content schedules for each influencer and campaign.

• Track due dates, approval status, and posting timelines for deliverables.

• Keep an overview of all ongoing campaigns in a centralized hub.

• Ensure seamless coordination between brands and creators.

💰 4. Finance & Accounting – Stay on Top of Payments

• Track invoices, expenses, budgets, and payouts all in one interface.

• Automate influencer payments when a campaign is completed.

• Keep real-time data on revenue, profits, and projections to make informed business decisions.

📊 5. Business Tracker – Real-Time Insights & Reporting

• Get a live snapshot of your agency’s performance with revenue and profit tracking.

• Forecast earnings, expenses, and growth projections with dynamic tracking.

• Easily monitor key metrics that matter to your agency’s success.

✅ 6. Task & Workflow Manager – Stay Productive

• A built-in task manager that connects to every database for seamless execution.

• Assign tasks to team members, track progress, and set deadlines for campaigns.

🤖 7. Smart Automations – Reduce Admin Work

Save hours of manual work with powerful automation rules:

✔ New Client Signed → Auto-create a New Client Contract.

✔ Offer Confirmed → Auto-create a New Campaign & Contract.

✔ Campaign Completed → Auto-generate an Invoice & Influencer Payout.

✔ New Year Created → Auto-generate all 12 monthly tracking pages.

🔌 8. Expand with APIs (Optional)

While this template is fully functional in Notion, you can integrate external APIs to:

• Sync with payment platforms for automated invoicing and payouts.

• Connect with email tools for automated brand outreach.

• Pull in social media analytics for real-time performance tracking.

Why This Template?

🚀 Streamline Your Entire Agency Workflow – From talent management to invoicing, everything is in one place.

💡 Work Smarter, Not Harder – Automate repetitive tasks and focus on scaling your agency.

📈 Stay in Control – Get real-time insights into revenue, expenses, and performance.

⚠️ Note: Contracts & email templates, influencer roster, and campaign report are not included in this version. However, you can easily link your own documents to the interface.