Marvellous A.

Good operations make it easier for people to know what needs to happen, who is responsible, and what happens next. The systems behind that process matter just as much. 𝗖𝗹𝗶𝗰𝗸𝗨𝗽 is one of the main platforms I work with, but my work goes beyond setting up a workspace. I look at how work moves through a business, where information sits, what needs to happen at each stage, where manual work can be reduced, and where better visibility is needed. 𝗪𝗛𝗘𝗥𝗘 𝗜 𝗖𝗔𝗡 𝗛𝗘𝗟𝗣 I can step into workflows where: • Work is spread across ClickUp, spreadsheets, email, and other tools with no clear connection between them. • Teams spend too much time creating, updating, moving, or following up on tasks manually. • Projects are difficult to track because responsibilities, priorities, deadlines, or handoffs aren't clearly defined. • Lead and client information is scattered across different systems, making follow ups and onboarding harder to manage. • Processes depend on individual team members knowing what to do instead of having a clear documented workflow. • Management needs better visibility into project progress, workload, priorities, or pending work. • A ClickUp workspace has become difficult to navigate or no longer reflects the way the team operates. 𝗠𝗬 𝗘𝗫𝗣𝗘𝗥𝗜𝗘𝗡𝗖𝗘 I’ve worked on ClickUp, operations, and workflow projects for 𝟮𝟬+ 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝗮𝗰𝗿𝗼𝘀𝘀 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀, working across workspace design, project management, CRM, client operations, dashboards, process documentation, and automation. A significant part of my work has involved replacing repetitive manual steps with structured workflows and automation. I’ve worked with 𝗭𝗮𝗽𝗶𝗲𝗿, 𝗠𝗮𝗸𝗲, 𝗮𝗻𝗱 𝗻𝟴𝗻 to automate tasks, connect systems, reduce manual input, and move information between different parts of a workflow. I’ve also built and restructured ClickUp workspaces, project and task systems, CRM workflows, client onboarding processes, dashboards, recurring workflows, and SOPs for different teams and business requirements. I hold 𝟮 𝗖𝗹𝗶𝗰𝗸𝗨𝗽 𝗰𝗲𝗿𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 and continue to develop my knowledge of business operations, process management, planning, scheduling, and workflow improvement. 𝗢𝗣𝗘𝗥𝗔𝗧𝗜𝗢𝗡𝗦 𝗙𝗢𝗖𝗨𝗦 I’m interested in the part of a business that determines how work gets done: planning it, assigning it, moving it through the right stages, tracking progress, and improving the process when something isn't working. My operations work includes: • 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 - Defining the steps, owners, handoffs, and requirements involved in getting work from one stage to the next. • 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 - Organizing priorities, deadlines, recurring work, dependencies, and responsibilities across projects. • 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗜𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁 - Identifying repeated work, unnecessary steps, gaps, and areas where a process can be made easier to manage. • 𝗪𝗼𝗿𝗸𝗹𝗼𝗮𝗱 & 𝗩𝗶𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 - Creating structures that make current work, pending work, workload, and priorities easier to see and manage. • 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗶𝗻𝗴 & 𝗖𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗶𝗼𝗻 - Organizing work around priorities, deadlines, sequence, and available resources. 𝗧𝗢𝗢𝗟𝗦 & 𝗣𝗟𝗔𝗧𝗙𝗢𝗥𝗠𝗦 𝗪𝗼𝗿𝗸 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: 𝗖𝗹𝗶𝗰𝗸𝗨𝗽, Mondaydotcom, Asana 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻: 𝗭𝗮𝗽𝗶𝗲𝗿, 𝗠𝗮𝗸𝗲, 𝗻𝟴𝗻 𝗖𝗥𝗠 & 𝗦𝗮𝗹𝗲𝘀: HubSpot, Pipedrive, Salesforce 𝗟𝗲𝗮𝗱 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 & 𝗢𝘂𝘁𝗿𝗲𝗮𝗰𝗵: Apollo, Lemlist 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗦𝘂𝗽𝗽𝗼𝗿𝘁: Freshdesk, Intercom, Zendesk 𝗗𝗮𝘁𝗮 & 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴: Google Sheets, Airtable I choose tools based on what the workflow requires rather than trying to make every process fit one platform. 𝗪𝗛𝗔𝗧 𝗬𝗢𝗨 𝗖𝗔𝗡 𝗘𝗫𝗣𝗘𝗖𝗧 𝗙𝗥𝗢𝗠 𝗠𝗘 • I take time to understand the workflow before making changes to the system. • I ask questions when something is unclear rather than building around assumptions. • I pay attention to how information moves between people, tasks, tools, and stages of a process. • I look for work that is being repeated, delayed, forgotten, or handled manually when it doesn't need to be. • I keep systems practical. If a setup makes someone's daily work harder, it needs to be reconsidered. • I document important processes so there is a clear reference for how the workflow is meant to operate. 𝗟𝗘𝗧’𝗦 𝗪𝗢𝗥𝗞 If your workflows are becoming difficult to manage, your team is spending too much time on repetitive work, or your current systems no longer fit the way your business operates, send me a message. Tell me what you’re trying to improve, what you’re currently using, and where things are getting stuck. I’ll take it from there.