Stop losing money on agency clients. A Notion system by Opsmith.

A complete Notion operating system for marketing agencies (2–10 people). See which clients make you money, catch scope creep before it costs you, and run onboarding, projects and invoicing in one place.

The problem

Retainers feel profitable until the hours add up. Most agencies find out a client is losing money weeks too late, when it is too hard to renegotiate. Retainer OS shows it the day it happens.

What’s inside

• Clients: retainer value, renewal date and health score.
• Scope tracker: flags when work exceeds the retainer.
• Profitability: profit and margin per client, updated automatically.
• Time log, projects and tasks.
• Client onboarding pipeline.
• Client portal, shareable per client.
• Invoices with follow-up cadence.
• SOP wiki.
• Sample agency data pre-loaded.

See it in action

Client detail card: Bright Bakery has used 70 hours on a 20-hour retainer. It is flagged Over scope, profit has dropped to $250 and margin is 13%.

Time Log: log hours once. Hours Used, Profit, Margin and Client Health update on every client automatically.