Digital Marketing Agency Operations Manual

A neatly structured, ready-to-use operations manual template on Notion built for marketing agency owners who want a clean, organized, and easy-to-navigate, go-to knowledge hub for their business and team.

BONUS: On purchase, you will also receive access to the Template-to-Tailored Roadmap that we built that guides you and breaks down the tailoring process into manageable pieces.

✨ Your Digital Marketing Agency Operations Manual is a one-stop shop for documenting how your business runs. It includes your SOPs, workflows, guidelines, checklists, templates, best practices... It tells your employees: "This is how we do things here".

Think of it as your "business playbook".

TL;DR

✔️ Inspired by The E-myth: Read "The E-myth" but struggling to create an operations manual for your agency? All your systems are in your head but you don't know how to extract and/or neatly organize them in a single place? With this pre-built template, you don't have to create your manual from scratch.

✔️ Industry-Specific & Ready-Made: 60+ sections fully pre-packed with standard and best practices in operating a successful short-term rental business.

✔️ Fully Customizable: Tailor any part of the Manual to fit your business needs.

✔️ Function Over Fluff: While aesthetics are important, this Manual prioritizes functionality. No sacrificing usability on Notion for the sake of pretty (but irrelevant) pictures or designs.

✔️ Evergreen: An evergreen, living resource that you can update and expand as your business grows.

✔️ Easy-to-use & Aesthetically Designed: Easy to use, and eye-pleasing by default with no cramped look.

✔️ Digital & Free: Hosted on Notion, a platform that’s free forever. Share your manual digitally with your team anytime, anywhere.

✔️ Template-to-Tailored Roadmap: To help you with the tailoring process, you will also receive a detailed roadmap that walks you through each step of adapting the manual to your business, ensuring it aligns perfectly with your operations.

If your business is in a different industry, check out our range of business-specific pre-built OM templates on our homepage 👇 We may have one specifically tailored to your industry.

Who needs this?

For you if:

• Your systems currently live in your head, and you don't know how to extract or organize them,
• Your business know-how is scattered across disconnected and/or outdated Word documents or random Google Drive folders,
• You or your team constantly get lost while searching for SOPs, documents, or key information, or
• You want to delegate more, but your systems aren't documented clearly enough to let go.

✔️ Built with a function-first design in Notion: easy to use, clean, no-code, and no design skills needed.

✔️ One-time fee, lifetime access—no ongoing subscriptions or monthly “SOP storage fees” for overpriced software.

✔️ Accessible on any device: Use it in the Notion app on your laptop, tablet, or phone. 

✔️ Suitable for any business size: Whether you’re a solo marketer or an agency with a large team, this template will help you get organized and standardize your operations with ease.

✔️ Comes with our "Template-to-Tailored Roadmap" to help you make it your own—step by step. Designed to help you extract, organize, and standardize all your systems in one place.

✔️ Inspired by the principles of the book "The E-Myth" — built to help you systemize your business so it can run without relying on you every step of the way.

✔️ Streamlines training and delegation, creates operational consistency, and reduces repetitive questions by guiding your team straight to your Operations Manual.

✔️ Expand and update it with new SOPs as your business grows.

✔️ Keeping your digital marketing agency operations organized doesn’t just help your team—it ensures you deliver a consistent, professional experience to your clients, every time.

Why do you need to build systems in your business?

1. Systems create consistency. When we don't have systems to work with, we (and our team) tend to do things differently every single time which gets us inconsistent results and an inconsistent experience for your customers. 
2. Systems make it easier to delegate to other people. Written systems make it clear what is the way in which you want things to be done.
3. Having written systems reduces training and onboarding time of new hires, removes guesswork in day-to-day operations for your team, and allows your team to find the information they need faster. 
4. Having solid systems in your business allows you to scale, franchise, or sell your business with ease. (You get top dollar when selling your business because systems-run businesses are always worth more. This is because systems-run businesses function without key person dependency.)

What's inside?

Includes the following sections, each populated with pre-written content:

1. Introduction
2. Business Overview
3. Culture, Values & Brand
4. Organizational Chart & Job Descriptions
5. SOPs Hub (with subsections)
6. Checklists & Templates (with subsections)
7. Tutorials & Training Center (with subsections)
8. Client Resources Library
9. CEO/Owner's Hub (with subsections)
10. Glossary 
11. Company Directory 
12. Company Wall of Love
13. New Hire Onboarding Quizzes

Need a custom-made Operations Manual?

If you'd like a custom Operations Manual developed for your business by a seasoned Systems Consultant, please refer to my premium Done-For-You service:

Have you seen our Wall of Love❤️?