Brian M.

Marketing Agency Operations | ClickUp Expert & SOP Systems

If your marketing agency is growing but operations feel disorganized, deadlines are slipping, and your team spends too much time chasing updates, I help bring structure and clarity to the way your agency operates. I specialize in building operational systems for marketing agencies using ClickUp, SOPs, workflows, dashboards, and automation systems that improve accountability, visibility, and execution. My goal is simple: Build systems your team can actually follow so your agency can scale without chaos. Here’s how I help marketing agencies: ClickUp Workspace Design & Optimization I build and optimize ClickUp workspaces that organize client delivery, internal operations, recurring tasks, and team workflows into one scalable system. This includes dashboards, automations, templates, workload management, and operational visibility. Project Management & Agency Operations I help agencies improve project flow, team coordination, accountability, and communication so projects move smoothly without leadership constantly following up on tasks and deadlines. SOP Documentation & Workflow Design I create clear SOPs, process maps, playbooks, and operational documentation that standardize execution across your agency. I also link SOPs directly into workflows so your team can access processes exactly where work happens. Remote Team Management & Accountability I implement systems that help agencies manage remote teams more effectively through structured workflows, KPI tracking, task ownership, and operational reporting. Workflow Automation & Efficiency Using tools like Zapier and Make, I automate repetitive processes, notifications, task creation, status updates, and reporting workflows to reduce manual work and improve efficiency. Systems I’ve Built Include: • Monthly sprint operating systems for agencies • Client onboarding workflows • Content production workflows • QA and approval systems • Client portal structures • KPI dashboards and reporting systems • Team workload and capacity tracking • SOP and knowledge base systems What you can expect working with me: ✅ Cleaner operations and clearer workflows ✅ Better visibility into projects and team performance ✅ Reduced bottlenecks and missed deadlines ✅ Improved onboarding and process consistency ✅ Scalable systems that support growth I’ve served as Operations Manager for multiple marketing agencies and have built full operational systems inside ClickUp for teams managing SEO, Paid Media, CRO, content production, social media management, and client delivery. If you need someone to organize your operations, improve workflows, and build scalable systems for your agency, send me a message.