Project Management Tracker | Notion Template + Google Sheets Hybrid | For Consultants & Agencies Running Retainers

Description

Project Management Tracker — Most agencies have a “project tracker” – and most of them are 4 broken tools held together with hope. The Agency Project Tracker is a Notion workspace + Google Sheets companion that replaces all four. Built for solo consultants and small agencies running 3+ active retainers.

What’s inside your Project Management Tracker

Notion Side

1. Projects – status, owner, deadline, linked retainer, hours allocated

2. Clients – contact info, retainer terms, renewal date, NPS log

3. Deliverables – per project, with approval flow and buyer sign-off

4. Meetings – auto-linked to projects, action items extracted

5. Pipeline – pre-engagement leads scored against signal grid

Google Sheets Side

1. Hours tracker – per project per team member, auto P&L by project

2. Monthly billing report – export to your accountant or accounting software

3. Retainer renewal alerts – date math + status flags (90/60/30 days)

How It Works

1. Buy once, download instantly – PDF setup guide with two links (Notion duplicate, Google Sheets copy)

2. Duplicate both into your workspace (15 min total setup)

3. Run your agency from one operating system – Notion is the day-to-day, Sheets is the accountant view

Why Growtoria

Built by operators who managed 12+ concurrent client projects across small agencies. We learned what falls through the cracks (deliverable approval, retainer renewal, hour overrun) and built the tracker that catches them. The hybrid format exists because agencies need both – operator view AND financial view.

Pairs Well With

• Agency Client Onboarding Kit ($29) – start engagements right
• Agency Pricing Playbook ($19) – price them right
• Bundle: Agency Toolkit Starter (save 25 percent)

Who it’s for

Solo consultants juggling 3-6 active client projects across overlapping retainers

Explore more in our Agency Toolkit collection, or open it in Google Sheets.

Frequently asked questions

How is it delivered?
Instant download in Google Sheets, Excel & PDF — available right after checkout, with lifetime access.

Is it ready to use?
Yes — the formulas are built in. Enter your own numbers and it calculates automatically.