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The Digital Agency Operating System

An agency-in-a-box to manage your business

This doc is a work-in-progress project to create an agency-in-a-box to build out your business online, in collaboration with Coda for the Coda Maker Fund.

What is WunderAgency

WunderAgency is your business’s all-in-one customized template, created by digital marketing agency,

Third Wunder⁠

. We created this template for you to organize your company’s information and documentation, without the added expense of using multiple applications or software.

With this template, you can get a high-level view of your business, and forecast cash flow, profitability, and sales. Thus, you’ll benefit from this simple, shareable, cost-efficient tool, with everything demonstrated in the same place.

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Copy Template

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Who is this for?

If you’re a freelancer, running a small business or boutique agency, WunderAgency has you covered. This Coda template gives you easy access to look out for the core elements that make up your business.

WunderAgency Modules

This template is divided into the following five Modules:

WunderAgency Setup Steps

WunderAgency Setup Steps

Setup Step

What to expect

How long will it take

1

Business

Provide and set up some basic business information, including company name, physical locations, and relevant websites.

5 mins

2

Team

Establish your business’ departments and teams, enter staff information and their emergency contacts’ details.

10 mins

3

Finance

Enter your business’ financial information including currency, tax and sales tax setup.

5 mins

4

Clients

Set up your CRM’s client information including company details, their industries, and key contacts.

25 mins

5

Expenses

Set up your expenses, and organize them based on categories and payment structures.

10 mins

6

Opportunities

Set up your CRM’s opportunity and/or deals pipeline.

20 mins

7

Sales

Establish and set up your sales goals to measure and monitor your progress and performance throughout the year.

3 mins

There are no rows in this table

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`The Company`⁠
⁠

Manage important company information for quick access to our Company Departments, Team Directory, Services, and Products .

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`CRM`⁠
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Manage your business relationships and keep track of your clients Contacts, Companies, and Opportunities in the CRM module.

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`Sales`⁠
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Manage your overall sales efforts and pipelines in the Sales module.

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`HR`⁠
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Keep track of your team with basic information, emergency contacts, and assets in your HR, Staff and Asset Management.

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`Finance`⁠
⁠

Track a high-level overview of your business Finances, including Accounts Receivables (AR), Accounts Payable (AP), and Expenses.

rocket

Get Started →
`Setup`⁠

Go to the Setup page to get started

What is WunderAgency

Who is this for?

WunderAgency Modules

WunderAgency Setup Steps

Get Started → Setup

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