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Currently available for select engagements

Hire Notion Expert for Media Agencies
Senior, direct, no layers

Hire a Notion Expert for Media Agencies: a workspace holding audience definition sheets, flighting and pacing checklists, and the team's daily work in one place, built around how media agencies teams actually operate.

Media Agencies — Notion Expert

A senior notion expert for media agencies

A media agencies team rarely lacks information. It lacks one place where the information lives. Procedures sit in one person's head, client details sit in email threads, checklists sit in a shared drive nobody opens, and every new hire relearns the same lessons by asking around. The work suffers in small, daily ways: plans built on last year's audiences, placements bought without frequency control, and a team that spends more time finding answers than doing the job.

The engagement covers media planning, buying, and campaign measurement as a team actually delivers it, day to day. That means the intake routines, the service checklists, the client records, and the handover notes that keep work moving when someone is away. The agency runs on plans and placements: audiences defined, inventory bought, campaigns flighted, and results that must be reported before the client asks. A workspace built around that reality gets used; one built around a generic template gets abandoned.

The build is done with the team, not handed to them finished. Pages are written in the team's own language, databases match the fields staff already use, and permissions follow who should see what. The goal is a workspace the team still opens six months later because it makes the day easier, not a system they work around.

The routines that cause the most chasing get documented first. plans built on last year's audiences and placements bought without frequency control usually trace to a procedure nobody wrote down, so the build starts there, with checklists the team follows and a handover note for anyone picking the job up. results reported weeks late and budgets split by habit, not evidence are handled the same way: written once, followed by everyone, improved where the team finds a better way.

What you get

What this engagement covers for media agencies

  • A single workspace for audience definition sheets, flighting and pacing checklists, and post-campaign report templates, replacing the mix of documents, spreadsheets, and chat threads the team searches today.
  • Templates for the recurring jobs: client onboarding questionnaires and a campaign database linking flights to audiences, spend, and results as repeatable pages the team can duplicate instead of rebuilding each time.
  • An onboarding hub for new hires covering media plan templates, so the first week teaches the job instead of the filing system.
  • Linked databases connecting brands, jobs, and follow-ups, so a manager can trace any job from intake to completion in one view.
  • A handover system for holidays and staff changes, so budgets split by habit, not evidence does not depend on who happens to be in the office.
  • Written guides for maintaining the workspace, so the team can extend it without calling back the person who built it.
The systems media agencies actually run

Built on your stack, not on top of it

The existing stack here usually means media planning tools (plans and audiences), buying platforms (placements), analytics (campaign results), CRM (clients and pipeline), and reporting tools (client dashboards). Each of those tools does one job well. What is missing is the layer above them: where procedures live, where client context is kept, and where the team coordinates. That layer is what gets built.

The first project is usually the routine that causes the most chasing, often flighting and pacing checklists. When the team sees that routine run without reminders and rework, the case for building out the rest of the workspace makes itself.

Take flighting and pacing checklists. It is the kind of routine every media agencies team repeats and nobody writes down. In the workspace it becomes a checklist the team actually follows, with the edge cases noted where they happen, so a new hire does the job the way the best person on the team does it.

media planning tools handles plans and audiences. buying platforms handles placements. analytics handles campaign results. CRM handles clients and pipeline. reporting tools handles client dashboards.

How it works

From kickoff to delivery for media agencies

  1. Map what the team knows

    Procedures, client details, and recurring jobs are listed from the team's own working week, not from a generic template. That list, including audience definition sheets, becomes the build plan.

  2. Build the core databases

    The central databases go first: flighting and pacing checklists and post-campaign report templates as linked records with views for daily work, so the team can see outstanding items at a glance.

  3. Test on real work

    The workspace runs against live jobs for a short period, and anything the team works around gets redesigned. A structure that survives contact with a real week is the one that stays.

  4. Hand over with guides

    Training covers the routines the team uses daily, and written guides cover client onboarding questionnaires and a campaign database linking flights to audiences, spend, and results, so knowledge stays in the workspace when staff change.

Why Omer

Why hire Omer

  • Structures simple enough for the media agencies team to extend without specialist help
  • Built with the media agencies team, tested on real work before launch
  • Workspaces built around media agencies teams' real routines, not template galleries
  • Databases that link brands, jobs, and follow-ups in one view
  • Procedures written from how the best person on the media agencies team does the job
Outcomes

What changes in practice

What changes in practice is where knowledge lives. When audience definition sheets and post-campaign report templates sit in one workspace with owners and dates, the team stops depending on memory and on the one person who knows. Work continues the same way whether that person is in the office or not.

The workspace also becomes the training ground: every procedure the team improves lands in the same place, so the next hire inherits the best version of the job, not the first version. Browse all hire engagements or discuss your team's workspace directly.

FAQ

Questions, answered

Is our client information kept private?
Yes. The workspace lives in the media agencies team's own Notion account under their permissions, and nothing about brands is copied to outside tools or used for any other purpose.
How long does a workspace build take to show value?
Value shows when the first routine runs without chasing, which is why the build starts with flighting and pacing checklists, the routine that causes the most follow-up, rather than with the whole workspace at once.
Do you work with small teams or only large ones?
Small media agencies teams are often the best fit. A small team feels undocumented work fastest, and a workspace sized to what the team can maintain beats an elaborate system nobody updates.
Will the team actually use a Notion workspace?
Only if it matches their working day, which is why the build starts from their real routines and is tested on live work before handover. A workspace that mirrors how the media agencies team already works, including audience definition sheets, gets opened; a generic template gets ignored.
Do we need to move everything into Notion?
No. Specialist tools stay where they are — media planning tools (plans and audiences), buying platforms (placements), analytics (campaign results), CRM (clients and pipeline), and reporting tools (client dashboards) keep doing their jobs — and the workspace holds procedures, records, and coordination, with links out to those tools for the work itself.
Currently available for select engagements

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