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WORKSPACE & DATABASE DESIGN:
- Architect Notion workspaces for agency and client use (databases for campaigns, content, tasks, assets, and reporting).
- Create and maintain templates for briefs, project plans, meeting notes, and status reports.
- Set up linked databases, filtered views, and dashboards tailored to each client and stakeholder group.
AUTOMATIONS & INTEGRATIONS:
- Collaborate with the HubSpot Specialist to connect forms, properties, or events between HubSpot and Notion where feasible.
- Create and maintain Notion agents and workflows to support recurring tasks (e.g. daily briefs, reporting prompts, QBR prep).
- Implement forms in Notion to collect structured information from internal teams or clients.
DOCUMENTATION & ENABLEMENT:
- Maintain clear SOPs and how-to documentation inside Notion for recurring processes.
- Build lightweight onboarding guides so new team members and clients can self-serve.
- Support the Agency Account / Marketing Manager with dashboards for client health, key dates, and deliverables.
HubSpot
They are an agency that works with HubSpot. They value organization and streamlined processes.