Services
Architecture. Automations. AI.
One integrated operating system.
We build the operational backbone of agencies that want to grow without the chaos. First, we design the structure. Then, we wire the automations. Then, we layer in AI. Each pillar reinforces the others. Nothing works in isolation.
Pillar 01
Architecture
Operational system design, built on ClickUp.
Most agencies run on a patchwork of tools, spreadsheets, and tribal knowledge. People chase updates in Slack. Tasks live in three different places. Nobody knows who owns what. The founder spends half their week asking "what's the status on this?"
"I just want to see at a glance what's going on. I want to work ON the business, not IN it."
Architecture is where every engagement starts. We audit your current operations, identify the gaps and friction points, and design a system that gives you full visibility into every project, every team member, and every deliverable. ClickUp becomes the single source of truth for your agency.
Who this is for
Agency leaders managing 20 to 100 people who are tired of scattered tools, manual tracking, and the constant question: "where is this project at?"
What you get
- Full operational audit and gap analysis of your current setup
- Custom ClickUp workspace architecture designed for your specific workflows
- Project views, dashboards, and reporting built for leadership, PMs, and team leads
- Standard operating procedures (SOPs) documented and linked to your workspace
- Team training sessions so your people actually use the system
- Clear ownership and accountability structures across every project
The result
You open ClickUp on Monday morning and know exactly where every project stands. Your team knows what to do, when to do it, and who to ask if something is blocked. Status meetings get shorter. Decisions get faster. You stop being the bottleneck.
Pillar 02
Automations
Workflow automation via Make.com. Your tools talk to each other so your team doesn't have to.
You have a system now. People know where to go. But someone is still copying data from one tool to another. Someone is still sending that "just following up" email by hand. Someone is still building the weekly report in a spreadsheet every Friday.
"The amount of manual work is crazy in this day and age. We should not be doing this stuff by hand."
Automations come second for a reason. Without solid architecture, you're automating chaos. Once the structure is in place, we map every repetitive workflow across your agency and build automations that handle them without human intervention. We use Make.com as the central hub, connecting your tools into one continuous flow.
Who this is for
Teams that waste hours every week on copy-paste work between tools. If your team manually updates statuses, sends notifications, generates reports, or moves data between ClickUp, Slack, Google Drive, and your CRM, this is for you.
What you get
- Workflow mapping across all your tools and team processes
- Automated client onboarding flows (from signed contract to project kickoff)
- Status change notifications in Slack, email, or wherever your team lives
- Automated report generation and distribution
- Tool integrations connecting ClickUp, Slack, Google Workspace, your CRM, and more
- Error handling and monitoring so automations stay reliable
The result
Your team gets hours back every week. Client onboarding happens in minutes, not days. Reports build themselves. Status updates flow automatically. Fewer mistakes. Fewer "oops, I forgot to update that." Your people spend time on work that actually requires a human brain.
Pillar 03
AI Agents
Custom AI built into your existing workflows. Not a chatbot. A working member of your team.
This is the newest pillar, and the one that changes the math on what a small team can produce. AI agents don't replace your people. They multiply them. Research that took three hours takes ten minutes. First drafts appear before the brief is cold. Data extraction from client documents happens while your team sleeps.
We don't bolt generic AI onto your stack. We build custom agents that plug directly into the architecture and automations already running. They trigger from events in your system, work with your data, and deliver results where your team already works.
Who this is for
Agencies ready to multiply their output without adding headcount. Teams that have solid operations and want the next multiplier. Leaders who see AI as a tool, not a toy.
What you get
- Custom research agents that gather and synthesize information from multiple sources
- Content drafting agents that produce first versions of proposals, reports, and client communications
- Data extraction agents that pull structured information from PDFs, emails, and documents
- Client communication agents that draft responses, summaries, and follow-ups
- Agents wired into your ClickUp and Make.com workflows, triggered by real events
- Training and documentation so your team trusts and uses the agents effectively
The result
Your 30-person agency starts performing like a 50-person one. Research, drafting, and data processing happen in the background. Your team focuses on strategy, client relationships, and creative work. The repetitive knowledge work that used to eat your margins disappears.
How We Work Together
Every engagement follows the same five-phase methodology. The scope and depth vary, but the process stays consistent. You always know what phase you're in and what comes next.
Phase 1: Kickoff Workshop
Week 1 / Half-day session
We sit down with your leadership team and key operators. We map your current tools, workflows, pain points, and goals. We ask the uncomfortable questions: where are things falling through the cracks? What takes way too long? What keeps the founder up at night?
You get: A clear picture of your current state, shared understanding across your team, and the raw material for the design phase.
Phase 2: Architecture Design
Weeks 2-3 / Internal work + review sessions
We take everything from the workshop and design your operational system. Workspace structure, project templates, views, automations, and AI agent specifications. Nothing gets built until you review and approve the blueprint.
You get: A detailed system blueprint document. Workspace architecture diagrams. Automation flow maps. Clear scope for the build phase.
Phase 3: Build Sprint
Weeks 3-6 / Active implementation
We build everything specified in the blueprint. Workspace configuration, automation scenarios, AI agents, integrations. We work in sprints with weekly check-ins so you see progress and can course-correct early.
You get: A fully configured system, tested and ready for your team. Every automation verified. Every agent validated against real data.
Phase 4: Team Training
Week 6-7 / Live sessions + recorded materials
The best system is worthless if nobody uses it. We train your team in role-specific sessions. PMs learn their views. Leadership learns the dashboards. Everyone learns the daily workflow. We record everything so new hires can onboard themselves.
You get: Live training sessions for each role. Recorded video library. Quick-reference guides. A team that actually adopts the system.
Phase 5: Ongoing Support
Month 2+ / Retainer or as-needed
Systems evolve. Your agency grows, processes change, new tools enter the picture. We stay available to adjust automations, tune AI agents, and adapt the architecture as your needs shift. Most clients keep a monthly retainer for this. Some call us quarterly.
You get: A dedicated partner who knows your system inside out. Priority support. Forward-looking recommendations as your operations mature.
Pricing Overview
Every agency is different. Here is how our services are structured. Exact pricing depends on your team size, complexity, and scope. Book a call and we will give you a clear quote within 48 hours.
A focused one-hour strategy session. You bring your operational challenges. We bring a fresh set of eyes and specific recommendations. No fluff, no pitch. You leave with a clear action plan, whether or not you work with us after.
Format: One-off session, 60 minutes, video call.
A thorough assessment of your current ClickUp setup. We analyze your workspace structure, views, automations, and team usage patterns. You get a detailed report with prioritized recommendations and a clear roadmap for improvement.
Format: Assessment + written report, delivered within two weeks.
Full implementation of the three-pillar methodology. This is the core offering. We go through all five phases: workshop, design, build, training, and handoff.
- Starter: For agencies getting their first real operational system in place. Architecture focus with foundational automations.
- Growth: For agencies scaling beyond 30 people. Full architecture, automation layer, and initial AI agents.
- Scale: For agencies with complex multi-team operations. All three pillars at full depth, with custom integrations and advanced AI agents.
Format: 6-10 week engagement, phased delivery.
Monthly retainer for agencies that already have a system in place and want ongoing optimization. We adjust your workspace as processes evolve, build new automations as needs arise, and keep your AI agents tuned. Think of us as your fractional operations engineer.
Format: Monthly retainer, dedicated support hours.
Self-paced online course for teams that want to learn ClickUp properly. Built from the same methodology we use in consulting engagements. Covers workspace architecture, views, automations, and team adoption strategies. Ideal for agencies that want the knowledge before (or instead of) hiring us.
Format: Self-paced video course with templates and exercises.
Not sure which option fits? Book a free 30-minute call. We will map your situation, recommend the right service tier, and give you an honest assessment of whether we are the right fit.
Your agency runs on systems. Let's build the right ones.
Book a free consultation. We will listen to where you are today, show you what's possible, and give you an honest recommendation. No pressure. No 47-slide deck. Just a real conversation about your operations.
Book a Call