Brian R.

I help marketing agencies and service-based businesses fix the operations problems that quietly cost them clients and profit. Such as messy handoffs, no visibility into workload, and inconsistent delivery. I build the ClickUp systems and AI-powered workflows that keep things running without you having to be in every detail. I'm currently the Director of Business Operations at a US-based digital marketing agency, where I own the internal systems, SOPs, and reporting that keep client work on track. I'm looking for a second role. Ideally part-time but open to full-time doing the same kind of work for another agency or service provider. Recent results at my current agency: ✅ Cut client losses and lifted retention by over 50% in under a year by fixing communication gaps and standardizing delivery. ✅ Built live dashboards so leadership can see workload, deadlines, and campaign performance at a glance instead of guessing. ✅ Replaced ad-hoc processes with documented SOPs and templates so every client gets a consistent experience. ✅ Moved the team out of scattered chats and spreadsheets into one ClickUp system. Projects, communication, and reporting all in one place. ✅ Use AI to speed up SOP writing, reporting, and repetitive admin so operations run leaner without adding headcount. Where I can help: Business Operations Management - Setting up the systems, SOPs, and reporting that let you see what's actually happening in your business, catch problems before they hit clients, and run the team without things falling through the cracks. ClickUp Setup, Optimization & Management. I build or rebuild your ClickUp workspace from the ground up, including tasks and project structure, dashboards, automations, templates, and everything else. Then I train your team so people actually use it. AI-Powered Workflow Automation - I use AI tools to cut the time spent on SOP writing, reporting, client updates, and repetitive admin work. Project Management - Keeping client and internal projects on time and on budget: timelines, workload distribution, reporting to leadership. Consultations & Audits - A working session where we look at your current systems, and I tell you exactly what's working, what isn't, and what to fix first. If this sounds like what you need, let's set up a quick call for a quick analysis. - Brian