Done-for-You Project Management Setup

stop losing $2,000 to $4,800
every month to messy ops

A done-for-you project management system for agencies, built in 7 days inside the tools you already use. Clear workflows. Accountable teams. Hours of billable time recovered every week. Built once. Paid once.

ClickUp Notion Asana Monday.com Trello
5 to 12billable hours lost per week on average
$4,800max monthly loss from unclear workflows
7 daysto a fully operational agency system
1xone-time setup, used every single day

not ready to book yet?
that is completely fine.

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if any of this sounds familiar,
you have a systems problem

Most agencies billing around $100/hr are quietly losing thousands every month. Not because of the team. Because of the system.

work scattered everywhere

Client tasks live across Slack, email, docs, and spreadsheets with no single source of truth.

projects slip quietly

No one notices a deadline is missed until the client asks. No visibility until it is already too late.

the founder chases updates

Instead of doing billable work, you are hunting for status updates and burning your most valuable hours.

no repeatable process

Every client handled differently. Every team member does it their own way. Nothing is documented.

unclear accountability

Tasks fall through the cracks because ownership is vague. Everyone assumes someone else is handling it.

slow onboarding

New hires take weeks to get up to speed because nothing is written down. Your tribal knowledge is a liability.

this is not a people problem. it is a systems problem.

If your agency bills around $100/hr, unclear workflows are quietly costing you thousands every single month, and it compounds every month you wait to fix it.

5 hrs/week x $100 x 4 weeks$2,000
12 hrs/week x $100 x 4 weeks$4,800

Lost per month. Every month. Until the system is fixed.

what changes when
the system is in place

The difference is not effort. It is structure. Here is what agencies experience before and after implementation.

Before
Running on chaos
xWork lives in 6 different places: Slack, email, spreadsheets, DMs
xFounder spends 2 to 3 hours per day chasing updates from the team
xDeadlines slip before anyone notices. Clients chase you.
xEvery client onboarded differently with no standard process
xNew hires take 4 to 6 weeks just to understand how things work
x$2,000 to $4,800 in billable time silently lost every month
After
Running on systems
One workspace. Every client, task, and deadline visible at a glance
Team self-manages. Founder does billable work, not admin
Automations flag delays before they become missed deadlines
Every client goes through the same clean, documented process
New hires productive within days because everything is written down
5 to 12 billable hours recovered per week, starting in week one
"

A 12-person digital marketing agency was managing 18 active clients across shared Google Sheets, a WhatsApp group, and email threads. Projects regularly slipped. The founder was spending nearly half their week in reactive mode, chasing updates, clarifying ownership, fixing miscommunications.

After a 7-day implementation: a single ClickUp workspace, one pipeline per service line, automated status updates, and a full SOP manual. The team onboarded in one session. Within the first month, the founder reclaimed 8+ hours per week of billable time.

Real implementation  ·  Names withheld  ·  Digital marketing agency, 12 staff

one service. one price.
everything you need.

No tiers to figure out. One clear offer that covers everything from audit to adoption.

The 7-Day Agency Ops Overhaul
$1,097
Teams up to 30 people  ·  Delivered in 7 to 10 working days  ·  50% upfront

A fully built, documented, and adopted project management system inside the tool your team already uses. Not just set up. Actually running.

Book Your Free Workflow Audit

Free 30 to 60 min call first. No commitment.

Everything that is included
Workflow audit and needs assessmentWe map exactly how work moves in your agency before building anything.
Full workspace and pipeline setupSales, production, QA, and client delivery pipelines, all configured.
Task templates and automationsRecurring work becomes one click. Status updates happen automatically.
SOP manual and naming conventionsEvery process documented so anyone can follow it, including new hires.
2 live team training sessionsYour team learns the system with me on the call. Questions answered live.
Video walkthroughs for every processRecorded walkthroughs so new hires can self-onboard from day one.
14-day support windowDirect access for two weeks post-delivery for tweaks and questions.
30-day adoption check-inI come back at 30 days. If anything is not sticking, I fix it. No charge.
Book a Free Workflow Audit

You will receive a booking link within a few hours to choose your time.

Slack, CRM and calendar integrations  ·  +$150 to $300 Ongoing monthly retainer  ·  from $500/mo

you also get these.
at no extra cost.

Five bonuses included with every 7-Day Agency Ops Overhaul. Built to make adoption faster and the system last longer.

Total bonus value: $1,250+
1

client onboarding template pack

A ready-to-use client intake form, welcome email sequence, and project kickoff template. Every new client gets the same smooth experience from day one.

Value: $250
2

the 5-pipeline sop bundle

Pre-written standard operating procedures for sales, production, QA, client reporting, and offboarding. Customised to your agency. Your team follows them.

Value: $350
3

90-day adoption roadmap

A clear action plan for the first 30, 60, and 90 days after your system goes live, so momentum does not fade after week one.

Value: $200
4

agency ops audit checklist

The same diagnostic tool used in your workflow audit, yours to keep and reuse. Run it every quarter to spot new leaks before they become expensive habits.

Value: $150
5

loom video walkthrough library

Eight short screen recordings covering every core process in your system. New hires can watch and be up to speed before their first team meeting.

Value: $300
$1,097 gets you
$2,347+ in value.

And a system your agency will use every single day.

I Want This

from super messy to super organized
in four steps

You do almost nothing. I handle everything. Here is how the engagement works from first call to final handoff.

1

free audit call

30 to 60 mins to map your current workflow and find exactly where time is leaking.

2

system design

Custom workspace, pipelines, templates, and automations built specifically for your team.

3

sops and docs

Full documentation, video walkthroughs, and naming conventions so everything sticks.

4

live onboarding

Live training with your team. Adjustments made. System adopted. You are done.

30
Day
Guarantee

if your team is not using it,
i will fix it for free.

If your team is not actively and confidently using the system after 30 days, I will come back in and work with you at no extra charge until they are. If adoption still has not happened after that, I will refund the second half of your payment.

This works because adoption is not an afterthought; it is built into every step of how I deliver. The guarantee exists because I am confident it will never need to be triggered. But you should know it is there.

everything you are
probably already wondering

These are the questions every agency owner asks before making a decision. Answered honestly.

Will my team actually use it, or will it become another abandoned tool?
This is the right question to ask. Most tools fail because they are set up in isolation; the team is not trained, nothing is documented, and the system does not match how work actually flows. My process is built around adoption: I design around your real workflows, train your team live, leave video walkthroughs for every process, and check in at 30 days to fix anything that is not sticking. The guarantee exists precisely because adoption is the actual deliverable.
We already tried ClickUp or Notion or Asana. It did not stick. Why would this be different?
Tools do not fail because of the tool; they fail because of how they are set up and introduced. A blank ClickUp workspace with no structure is just as chaotic as a shared spreadsheet. What I build is a configured, documented, trained system, not a tool someone else has to figure out. The difference between "we tried ClickUp" and "ClickUp runs our operations" is almost always implementation, not the platform.
How much of my team's time does this take during the build?
Very little. You will need about 60 to 90 minutes for the initial audit call, a short intake form for your workflows, and 1 to 2 hours for the live training session at the end. I handle everything in between. The point is that you stay focused on client work while I build the system around you.
Can you work inside the tool we already use?
Yes, I work inside ClickUp, Notion, Asana, Monday.com, and Trello. If you already have a workspace with some structure, I will build on top of what is working and fix what is not. If you are starting fresh, I will recommend the best fit for your team size and workflow style. You will not need to switch tools or buy new software.
What happens after the system is built, are we on our own?
Every project includes a 14-day support window plus a 30-day adoption check-in. After that, I offer a monthly retainer from $500/mo for agencies that want ongoing optimisation, workflow expansion, or system maintenance as the team grows. Most clients do not need it straight away; the system is designed to be self-running, but the option is there.
What do I actually get at the end?
A fully configured workspace inside your chosen tool, with pipelines for every service line, client templates, task templates, custom fields, and automation rules. On top of the system: a written SOP manual for every core process, naming conventions, a file structure, and recorded video walkthroughs so anyone can onboard themselves. Plus all five bonuses, two live training sessions, a 14-day support window, and the 30-day check-in.
Limited availability. I take on a maximum of 3 to 4 new clients per month to ensure quality delivery. If you are reading this, spots are open, but they fill fast.

your agency runs on systems

Book a free 30 to 60 minute workflow audit which is really just a clear diagnosis of where time is leaking and what it would take to fix it. You will leave with a plan regardless of whether we work together.

30 to 60 minutes  ·  No obligation  ·  Works with any agency tool