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Project Case Study: Onboarding ClickUp for an Interational Remote Team

Operational Solutions

A leading international B2B marketing agency with remote teams across multiple continents, experiencing operational challenges due to rapid growth and distributed workforce.

  • Conducted comprehensive operational process audit to identify workflow bottlenecks and efficiency opportunities

  • Designed and implemented customised ClickUp workspace architecture with optimised hierarchy, folder structures, and template systems

  • Created automated workflows and standardised processes to enhance cross-timezone collaboration and visibility

  • Developed detailed documentation of agency procedures and best practices

  • Delivered structured onboarding sessions for international teams, ensuring consistent adoption and implementation

Project Case Study: Transforming Client Service and Team Capability

We Make Websites

A premier London Shopify Plus e-commerce agency, designing and developing high-performance online stores for global leading brands.

  • Revamped the client service process with operational improvements in time tracking, billable efficiency, and resource allocation

  • Developed comprehensive client lifecycle framework covering onboarding, management, growth, and off-boarding

  • Created and delivered targeted training modules for team members on effective client relationship management

  • Implemented new standards for client communication and expectation management across the agency

  • Established metrics and reporting structures to track client satisfaction and retention

Project Case Study: Revenue Growth and Digital Transformation

The Escape

A full-service agency of strategists, designers and technologists partnering with purpose-driven organisations to create meaningful audience connections and measurable business results.

  • Developed and implemented a new service process and sales approach, supporting successful client launches

  • Led the agency's digital transformation to a Google-first business model, modernising operations and service offerings

  • Created and launched a new revenue stream, enabling the agency to scale and pursue previously untapped market segments

  • Designed infrastructure to support new department capabilities and service lines

  • Established measurement frameworks to track performance and demonstrate client value

Project Case Study: Scaling Operations and Teams

Limesharp

A specialised digital agency where I served as General Manager for two years, leading comprehensive operational and team development initiatives.

  • Implemented full ClickUp adoption across the agency, creating structured workflows, automations, and reporting systems

  • Conducted regular Fast Learn sessions for all departments, enhancing cross-functional skills and collaboration

  • Developed formalised career progression frameworks for Client Success, Development, and Design departments

  • Redesigned operational processes to improve efficiency, transparency, and accountability

  • Established standardised project management methodologies and client communication protocols

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