I help agencies and coaches streamline their backend operations with systems & automations

Jay Luciano

Streamline your online research and resource management with our Notion template. Save web content, articles, links, and resources effortlessly in one organized space. Stay focused and productive by easily accessing and categorizing your saved content.

Ultimate Resource Library

Centralize your Standard Operating Procedures for easy access and consistency.

SOPs Directory

Plan, script, and schedule content in one place.

Content Planner

Document and share your client success stories.

Case Study Page

Track progress and overdue tasks to stay organized and productive.

Task Manager

Record customer suggestions and complaints to improve products and services.

Client Feedback Tracker

Get insights into customer retention, helping you improve satisfaction and profitability.

Churn Calculator

Monitor and manage your sales activities and pipelines.

Outbound Sales Pipeline

Monitor objectives, platforms, campaign types, investments, conversions, and ROAS to optimize marketing strategy.

Ad Campaign Tracker

Income Tracker

Track task completion time to manage productivity and improve efficiency.

Time Tracker

Understand and define your ideal customer.

Ideal Customer Profile

SOPs Page

Track the status and completion percentage of your projects for better resource and deadline management.

Projects Manager

Expense Tracker

Track project time and generate accurate service prices for fair compensation.

Hourly-Rate Calculator

Sales Pipeline

Manage client communication and project updates.

Client Portal Directory

Track team performance, task completion averages, and project durations.

Ultimate Teams Dashboard

A comprehensive client relationship manager (CRM) designed to increase client satisfaction within your agency

Ultimate CRM Dashboard

Store employee information for easy workforce management.

Team Directory

Lead Tracker

Contacts Directory

Organize and access important resources and references.

Subscription Tracker

A comprehensive client management system designed to streamline your processes entirely and close your dream clients with ease, taking your agency to unprecedented heights.

Links