Sound familiar?
The Challenges Growing Agencies Face
Client Onboarding Takes Too Long
New clients are onboarded through a patchwork of emails, shared folders, Slack messages, and forms. The process takes days, feels unprofessional, and leaves both sides confused about next steps.
Project Management Doesn't Scale
What worked in a spreadsheet at 3 clients breaks at 15. Tasks fall through the cracks, deadlines get missed, and PMs spend more time updating status than managing projects.
No Clear Visibility Into Capacity
Leadership can't see who's overloaded and who has bandwidth, without sending a Slack message and manually tallying responses. Resource allocation is reactive, not strategic.
Client Reporting Is Manual and Slow
Performance reports, monthly recaps, and campaign summaries require pulling data from five different platforms, formatting it manually, and hoping nothing changed before you send it. It takes hours every month.
Retainer Management Is Inconsistent
Hours get logged in one place, scopes live in proposals, and invoicing happens in another tool. Without a connected retainer system, scope creep goes untracked and profitability by client is a guess.
The Client Portal Doesn't Exist
Clients email the account manager for updates. Assets get sent over Slack or Google Drive links that expire. Without a real client portal, the experience feels chaotic. Regardless of how good the work actually is.
How We Help
What We Build for Agencies
Every system is built around your service model, team size, and client mix, not a one-size-fits-all agency template.
Client Onboarding and Portal
A branded client portal and structured onboarding workflow that collects briefs, approves deliverables, shares files, and keeps clients informed, without a single status update email.
Project and Campaign Management
Custom project management built around how your agency works, not a generic template. Tracks tasks, timelines, owners, deliverables, and client approvals across every active engagement.
Capacity and Resource Planning
A real-time capacity dashboard that shows who's assigned to what, where bandwidth exists, and which accounts are at risk, so you staff projects strategically instead of reactively.
Retainer and Scope Tracking
Connected retainer management that tracks hours, deliverables, and scope against budget in real time, so account managers always know where each client stands before the month-end conversation.
Client Reporting Automation
Auto-generated performance reports, campaign recaps, and monthly summaries that pull live data from your platforms and format into client-ready outputs. This eliminates hours of manual reporting each month.
CRM and Pipeline Management
A custom CRM that tracks prospect conversations, proposal stages, contract values, and close rates, so leadership has a real pipeline view without paying for Salesforce or living in spreadsheets.
The Tools We Use
Platforms We Implement for Agencies
We're platform-agnostic and not tied to any single agency management tool. We recommend what fits your team's workflow and budget, and connect everything so data flows automatically.
See All PlatformsCustom CRM and project databases for tracking clients, campaigns, deliverables, and retainer history. The backbone of a well-run agency.
Project and campaign management built around how your agency works. Tasks, timelines, owners, and client approvals all in one place.
Branded client portals where clients review deliverables, submit feedback, access files, and track project status. No more status update emails.
Workflow automation connecting your platforms, so data flows automatically without anyone copy-pasting between systems.
An Airtable alternative with strong built-in reporting. A great fit for agencies that need executive dashboards without custom dev work.
AI tools embedded into your platforms to auto-draft client reports, summarize meetings, and surface account insights. For summaries, drafting, data enrichment, and more.
Shannon has been a life saver. She created systems where I didn't have any. I needed someone that could just jump in and figure out where I need help and she did exactly that. Highly recommend!!!
Shannon is an incredible hire. I highly recommend working with her. We hired her to help overhaul our Clickup. She customized our views, setup automations and just generally rocked our project management needs. She is a true professional and worth every penny. The value of having someone who can quickly understand your needs, bring her own solutions and implement them in a number of hours is invaluable. We did one call to discuss our needs, and 48 hours later we did another call where she showed me the changes she had made and how they worked. Everything was done. There was no endless back and forth tweaking.
Shannon provided my team and me with ways to improve our ClickUp workspace. We walked through each Space, and Shannon shared tips and recommendations; from integrations and automation best practices to dashboard layouts and a checklist we can run through to better maintain our workspace. I highly recommend her services to those looking for a ClickUp expert!!
If you are looking for an AirTable + Zapier SUPERSTAR, look no further!!! In less than 2 hours Shannon redid, organized, set up workflow, triggers, formulas, the list goes on for us! Highly impressed! Started a new contract immediately for further work.
Common Questions