# Creative Agency Hub

## Overview
A single‑page dashboard that gives agency owners and team members instant visibility into every client, project, asset, and financial metric. The hub is built from interconnected databases so data flows automatically from onboarding to invoicing and revenue reporting.

> 💡 Tip: Duplicate the **Creative Agency Hub** page for each new agency you serve, then rename the copy to keep client‑specific data isolated.

## Client Onboarding
**Page:** `Client Onboarding` – a checklist page linked to the **Clients** database.

### Clients Database (Markdown Table)
| Client Name | Primary Contact | Email | Phone | Onboarded? | Contract Signed | Industry |
|-------------|----------------|-------|-------|------------|----------------|----------|
| BrightWave Studios | Maya Patel | maya@brightwave.com | +1 555‑0123 | ✅ | ✅ | Media |
| GreenLeaf Marketing | Carlos Ruiz | carlos@greenleaf.com | +1 555‑0456 | ❌ | ❌ | Retail |
| NovaTech Labs | Priya Singh | priya@novatech.io | +1 555‑0789 | ✅ | ✅ | SaaS |
| Luna Events | Elena Gomez | elena@lunaevents.com | +1 555‑1011 | ✅ | ✅ | Hospitality |

**Key properties** (to be added when you convert the table to a Notion database):
- **Client Name** (Title)
- **Primary Contact** (Person)
- **Email** (Email)
- **Phone** (Phone)
- **Onboarded?** (Checkbox)
- **Contract Signed** (Checkbox)
- **Industry** (Select)

**Workflow:**  
1. Duplicate the onboarding checklist template.  
2. Assign the new client record via the **Client** relation.  
3. Tick off each step; once **Onboarded?** is checked, the client appears in the Projects view automatically.

> 💡 Tip: Use Notion’s **Formula** property `if(prop("Contract Signed"), "Ready", "Pending")` to flag contracts that need signatures.

## Projects & Tasks
**Page:** `Projects` – a master board that rolls up tasks, deadlines, budgets, and assigned team members.

### Projects Database (Markdown Table)
| Project Name | Client | Status | Start Date | End Date | Budget (USD) | Lead Designer |
|--------------|--------|--------|------------|----------|--------------|---------------|
| Rebrand BrightWave | BrightWave Studios | In Progress | 2024‑05‑01 | 2024‑07‑15 | 18,000 | Alex Chen |
| Spring Campaign | GreenLeaf Marketing | Planning | 2024‑06‑10 | 2024‑08‑01 | 12,500 | Maya Patel |
| SaaS Landing Pages | NovaTech Labs | Completed | 2024‑02‑15 | 2024‑04‑30 | 22,000 | Priya Singh |
| Event Promo Pack | Luna Events | Review | 2024‑04‑20 | 2024‑05‑30 | 9,000 | Elena Gomez |

**Key properties**:
- **Project Name** (Title)
- **Client** (Relation → Clients)
- **Status** (Select: Planning, In Progress, Review, Completed, On Hold)
- **Start Date** (Date)
- **End Date** (Date)
- **Budget (USD)** (Number, format: $0,00)
- **Lead Designer** (Person)
- **Tasks** (Relation → Tasks database, rollup count)

**Views**:
- **Board** grouped by **Status** (Kanban)
- **Timeline** showing start/end dates
- **Budget Tracker** (Table) filtered to show projects > $10k

### Tasks Database (linked sub‑page)
| Task | Project | Assignee | Due Date | Priority | Completed? |
|------|---------|----------|----------|----------|------------|
| Logo concepts | Rebrand BrightWave | Alex Chen | 2024‑05‑10 | High | ✅ |
| Social ad copy | Spring Campaign | Maya Patel | 2024‑06‑20 | Medium | ❌ |
| Wireframe review | SaaS Landing Pages | Priya Singh | 2024‑04‑10 | Low | ✅ |
| Photo selection | Event Promo Pack | Elena Gomez | 2024‑05‑05 | High | ❌ |

**Workflow:**  
- Create tasks from the **Projects** page using the “New task” button (template).  
- Assign via the **Assignee** property; Notion will send a reminder 24 h before **Due Date**.  
- When a task is marked **Completed?**, the rollup in the Projects table updates automatically.

> 💡 Tip: Add a **Formula** column `if(prop("Completed?"), "✅", "⏳")` for quick visual status.

## Asset Library
**Page:** `Asset Library` – a searchable repository for brand assets, stock photos, copy decks, and deliverables.

### Asset Library Database (Markdown Table)
| Asset Name | Type | Project | File | Owner | Last Updated | Tags |
|------------|------|---------|------|-------|--------------|------|
| BrightWave Logo Pack | Logo | Rebrand BrightWave | 📁 (link) | Alex Chen | 2024‑05‑08 | branding, logo |
| Spring Campaign Moodboard | Image | Spring Campaign | 📁 (link) | Maya Patel | 2024‑06‑12 | moodboard, inspiration |
| NovaTech Landing Wireframes | PDF | SaaS Landing Pages | 📁 (link) | Priya Singh | 2024‑04‑09 | wireframe, UX |
| Luna Event Poster Draft | Image | Event Promo Pack | 📁 (link) | Elena Gomez | 2024‑05‑02 | poster, print |

**Key properties**:
- **Asset Name** (Title)
- **Type** (Select: Image, PDF, Video, Audio, Other)
- **Project** (Relation → Projects)
- **File** (Files & media)
- **Owner** (Person)
- **Last Updated** (Date, auto‑updated via formula)
- **Tags** (Multi‑select)

**Views**:
- **All Assets** (Table)
- **By Type** (Gallery)
- **Recently Updated** (Table sorted by **Last Updated** descending)

> 💡 Tip: Enable **Public sharing** on the Asset Library page for clients to download final deliverables without giving them full workspace access.

## Invoicing & Finance
**Page:** `Invoices` – a financial hub that tracks invoices, payment status, and cash flow.

### Invoices Database (Markdown Table)
| Invoice # | Client | Project | Issue Date | Due Date | Amount (USD) | Status | Linked Project |
|-----------|--------|---------|------------|----------|--------------|--------|----------------|
| INV‑2024‑001 | BrightWave Studios | Rebrand BrightWave | 2024‑05‑15 | 2024‑06‑15 | 9,000 | Paid | Rebrand BrightWave |
| INV‑2024‑002 | GreenLeaf Marketing | Spring Campaign | 2024‑06‑01 | 2024‑07‑01 | 6,250 | Pending | Spring Campaign |
| INV‑2024‑003 | NovaTech Labs | SaaS Landing Pages | 2024‑04‑01 | 2024‑04‑30 | 22,000 | Paid | SaaS Landing Pages |
| INV‑2024‑004 | Luna Events | Event Promo Pack | 2024‑05‑10 |