Phoenix - Your AI AssistantFull Agency Automation Blueprint
Delivery in
5 days
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What you get with this Offer
Transform ClickUp into your agency’s automated command center.
Running an agency means juggling clients, deadlines, and team operations all at once. Without automation, things slip through the cracks. This offer is built for agencies or larger businesses ready to scale without the chaos.
I’ll create a fully automated ClickUp ecosystem that connects your client pipeline, project delivery, HR, and reporting, so you get complete control without micromanaging.
What you’ll walk away with:
Strategy session to map your entire agency workflow
10+ powerful automations across sales, delivery, HR, and finance
Client onboarding/offboarding automation
Real-time dashboards for leadership + clients
Integrations with external tools (CRM, Google Drive, Slack, etc.)
A training session + SOP guide for your team
This isn’t just setup, it’s a scalable system that lets your agency grow without breaking operations.
What’s Included:
10+ automations customized for your agency
Multi-department workflow integration
Cross-tool integrations (CRM, Slack, Google Drive, etc.)
Live training call (1 hour)
SOP document for your team
unlimited revisions
Running an agency means juggling clients, deadlines, and team operations all at once. Without automation, things slip through the cracks. This offer is built for agencies or larger businesses ready to scale without the chaos.
I’ll create a fully automated ClickUp ecosystem that connects your client pipeline, project delivery, HR, and reporting, so you get complete control without micromanaging.
What you’ll walk away with:
Strategy session to map your entire agency workflow
10+ powerful automations across sales, delivery, HR, and finance
Client onboarding/offboarding automation
Real-time dashboards for leadership + clients
Integrations with external tools (CRM, Google Drive, Slack, etc.)
A training session + SOP guide for your team
This isn’t just setup, it’s a scalable system that lets your agency grow without breaking operations.
What’s Included:
10+ automations customized for your agency
Multi-department workflow integration
Cross-tool integrations (CRM, Slack, Google Drive, etc.)
Live training call (1 hour)
SOP document for your team
unlimited revisions
What the Freelancer needs to start the work
Please message and let's talk to details of the project