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Real Systems. Real Results

Each project demonstrates how structured workflows and automation drive clarity, accountability, and measurable business growth.

TradiePacks

TradiePacks is a fast-growing branding and packaging company selling design and print bundles through Shopify. As order volume increased, the team needed a reliable way to manage production stages, reduce delays, and ensure every client received their deliverables on time.
They wanted a ClickUp system that could sync seamlessly with Shopify and give real-time visibility into every order from purchase to delivery.

The Challenge

Order management at TradiePacks depended heavily on manual processes, scattered spreadsheets, long email threads, and repeated data entry. As the business continued to grow, this lack of structure made it increasingly difficult to maintain consistency. The team often experienced delays between the moment an order was purchased and when design work could begin, and production timelines were frequently missed or unclear. Tracking responsibilities across stages became challenging, and management had limited visibility into progress due to the absence of central reporting.

The Solution

Designed and implemented a Shopify to ClickUp integration that automatically creates a ClickUp task for every new Shopify order and applies a service-specific template based on the product purchased.
The system introduced:

  • Automated syncing of client details, order requirements, and delivery specs
  • Template-driven workflows for each service (Logo, Brand Pack, Print Deliverables, etc.)
  • Assigned tasks and dependencies for design, review, and production
  • Dashboards to monitor daily production load and order status
  • Clear communication channels directly within each task

The entire workflow was rebuilt to ensure every order follows the same structured, predictable process.

The Result

TradiePacks shifted from manual coordination to a fully automated production workflow, transforming how every order moves from purchase to delivery. Order intake and task setup are now 100% automated, eliminating data-entry errors and ensuring consistent delivery stages across all order types. With real-time visibility and standardized templates, the team works with greater clarity—designers have a better understanding of their responsibilities and workload, and turnaround times from purchase to the first design draft have improved by 60%.

The new ClickUp system now supports TradiePacks’ growth by providing leadership with the transparency and operational insight needed to scale confidently and efficiently.

Tools Used

ClickUp • Shopify • Google Drive and Make.com

LifePoint Insurance

LifePoint Insurance is a Medicare and annuity agency managing high-volume lead intake, agent onboarding, and member enrollment across multiple states. As the team expanded, operations became harder to track, with different agents managing tasks in different ways and no unified visibility into enrollment status, confirmations, or member follow-up.

They needed a ClickUp system that could standardize processes, improve agent accountability, automate reminders, and provide leadership with clear oversight.

The Challenge

LifePoint managed thousands of leads and members, but their processes relied on manual coordination and inconsistent workflows. As the agency grew, this lack of structure made it increasingly difficult to maintain efficiency and deliver a smooth experience across the customer lifecycle. Lead management became disorganized, follow-ups were inconsistent, and critical enrollment steps were often missed or delayed. Tracking active members, residual commissions, and post-enrollment requirements proved challenging, and leadership had limited visibility into agent performance. Onboarding new agents was also slow and confusing due to unclear processes.

A centralized, end-to-end management system became critical for aligning processes, improving accountability, and giving leadership the clarity needed to drive long-term operational efficiency.

The Solution

I designed and implemented a fully structured ClickUp workspace suited to LifePoint’s operations, focusing on clarity, automation, and accountability.
The sysytem Included:

  • Agent-specific folders with standardized lists: Early Care, Enrolled Members, and Residual Payments
  • Automated reminders for critical steps like SOA signing, enrollment processing, confirmation calls, and Medicare checks
  • Task status stages aligned with the agency’s full workflow from lead outreach to member enrollment
  • Color-coded statuses for at-a-glance visibility
  • Training templates and SOPs to onboard new agents consistently
  • Assigned ownership for every step between agents and admin teams (e.g., Jume, Utibe, Orneiler)
  • Dashboards for tracking enrollments, deadlines, and agent performance

The system created a clean operational rhythm so leadership could manage growth without losing control of quality.

The Result

LifePoint transitioned from scattered operations to a fully structured enrollment and lead-management system, giving every agent a consistent workflow to follow across the company. Automated reminders now ensure reliable follow-up, preventing missed steps and improving overall enrollment accuracy through clear validation points. New agents onboard faster with standardized SOPs and guided task templates, while responsibilities between agents and admins are clearly defined to reduce confusion and overlap.

Leadership now has full, real-time visibility into daily tasks, enrollment status, and outstanding actions, enabling more confident decision-making and smoother performance oversight. With predictable processes, automated safeguards, and a unified operational framework, the new ClickUp system positions LifePoint to scale efficiently while maintaining compliance, accuracy, and long-term operational excellence.

Tools Used

ClickUp • Google Workspace • RingCentral

Redpoint

Redpoint is a content and survey delivery agency supporting multiple clients with recurring content production, survey execution, and reporting. Their workflows relied heavily on contractors and required consistent coordination across writing, editing, QA, and survey deployment.

As the volume of client work increased, they needed a ClickUp system that streamlined task assignments, standardized delivery stages, and gave leadership full visibility into where every project stood.

The Challenge

Redpoint’s delivery process relied on irregular workflows and inconsistent coordination among writers, editors, and survey contractors. As the agency expanded, this lack of structure made it increasingly difficult to maintain efficiency and keep production moving smoothly. Progress was difficult to track, overdue steps often went unnoticed, and each new project required repeated manual setup. Ownership across stages was unclear, leading to delays, communication gaps, and frequent bottlenecks. Evaluating contractor performance was equally challenging, and leadership had limited insight into delivery timelines or overall workload.

The agency needed a simplified, minimal-list system that brought clarity to every stage of content and survey production.

The Solution

I developed a unified ClickUp system that brought all content and survey workflows into a single, streamlined operational framework.
This included:

  • Standardized templates for content creation, surveys, and reporting cycles
  • Contractor-focused workflows with clear roles and task handoffs
  • Defined delivery stages, from briefing → drafting → editing → QA → delivery
  • Performance visibility, allowing leadership to track output and identify bottlenecks
  • Minimal-list structure, reducing noise while keeping all tasks centrally organized
  • Automated reminders to ensure timely progress across each stage
  • Custom fields for client, service type, deadlines, and priority

The system ensured every deliverable followed a predictable path from start to finish.

The Result

Redpoint moved from scattered execution to a cohesive, high-visibility workflow system, providing a consistent delivery structure across all content and survey projects. Streamlined handoffs have improved turnaround times, and real-time visibility into contractor tasks and deadlines ensures every stage of the workflow has clear accountability. Operational friction has been reduced, allowing leadership to focus on strategic management rather than chasing updates, while adherence to SLAs has strengthened client confidence in delivery.

The delivery team now benefits from a simple, guided process that ensures smooth execution, and leadership can monitor activity, identify bottlenecks early, and manage contractor performance with clarity. With predictable processes, structured workflows, and unified oversight, the new system positions Redpoint to scale efficiently while maintaining operational excellence and client satisfaction.

Tools Used

ClickUp • Google Workspace

Raiseo Agency

Raiseo is a fast-growing SEO and lead generation agency offering more than 11 performance-driven services. As the agency scaled, project delivery became difficult to manage due to inconsistent workflows, unclear ownership, and limited visibility into contractor performance.

They needed a unified system that standardized how work was delivered, automated task creation, and made it easy for leadership to track progress across all services and clients.

The Challenge

Each service at the agency—SEO, Paid Ads, Lead Generation, Content, Technical Optimization, Outreach, and more—was executed differently by each contractor. As the business grew, this lack of consistency made it increasingly difficult to maintain efficient operations and deliver reliable results across services. Delivery processes were inconsistent, milestones were often missed or delayed, and tracking performance and accountability proved challenging. Each new project required repetitive manual setup, and leadership had limited visibility into workloads, progress, and potential bottlenecks.

A structured, automated system with a clear operational rhythm became essential for aligning processes, improving accountability, and giving leadership the visibility needed to scale the agency effectively.

The Solution

I built a fully structured service-delivery framework in ClickUp, tailored specifically to Raiseo’s 11+ services and contractor model.

  • Each service package (SEO, Paid Ads, Lead Gen, etc.) received its own standardized workflow with defined milestones and task requirements.
  • All active client work flows through one unified workspace for easy tracking.
  • Each service automatically generates the proper task sequence and responsibilities.
  • Contractors are assigned based on service category, capacity, and expertise.
  • Leadership receives real-time insight into project status, overdue tasks, contractor performance, and turnaround timelines.
  • Workload and output reporting help identify high-performing contractors and areas needing improvement.
  • Dashboards for tracking enrollments, deadlines, and agent performance

The system created cohesiveness across the entire agency’s operations.

The Result

Raiseo moved from fragmented execution to a structured, scalable delivery system, providing standardized workflows for all 11+ services. Project setup and task creation are now 90% automated, ensuring predictable delivery without the need for micro-management. Each contractor has clear accountability for every deliverable, and leadership can monitor progress and performance through real-time dashboards. Turnaround times across major services have decreased, and operations are now more efficient and consistent.

With standardized templates, automated setup, and full visibility across all services, the agency can deliver confidently, track performance accurately, and scale operations without losing control. The new system positions Raiseo to grow efficiently while maintaining operational consistency and strengthening accountability across the team.

Tools Used

ClickUp • Google Workspace