Headline Metrics
- $155K total impact in year one — all SAVED — with $155K in recurring annual savings.
- 33 SOPs consolidated into one Process Library alongside the completed marketing and client-success operating systems.
The Challenge
The company was a digital-marketing agency and business-coaching company serving service-business owners. It served 250 active clients and was working toward 500, but its own operating system had fragmented across departments.
Marketing ran in a standalone content-scheduling platform. Client success relied on a separate help-desk platform and a custom portal that required developer time for dashboard or reporting changes. Process documentation lived in a dedicated documentation tool. Only finance and operations still worked in ClickUp. Teams copied information between systems, recurring campaigns depended on manual workarounds, and leadership had no shared operating view across the business.
The Solution
A specialist implementation firm rebuilt the operating system in ClickUp, consolidating marketing, client success, and process documentation into one operating layer.
- Marketing operating system: a content calendar built around one task per published piece, channel-based workflows for partnerships, advertising, organic content, and referrals, plus a prioritized backlog feeding weekly production sprints.
- Client-success operating system: a completed ClickUp help desk, marketing-automation integration, dashboards, and documentation replacing the separate support stack.
- Process Library: 33 SOPs migrated from the standalone documentation tool into ClickUp Docs and organized as a maintained operating asset.
- Enablement: dashboard documentation, video training, and a completed handoff that let the internal team maintain and extend the system.
The Results
- The company eliminated two positions after the integrated operating system removed copy-paste handoffs and consolidated departmental work, saving $140K every year.
- The content-scheduling platform, the help-desk platform, and the standalone documentation tool were canceled, saving another $15K every year.
- Marketing, client success, and the 33-SOP Process Library operated from one ClickUp system instead of separate departmental stacks.
- The internal team continued maintaining and extending the system after handoff.
Quotes
"I appreciate the conversations we've had with you specifically, like you've been very helpful in making recommendations, highlighting opportunities. You've been doing this a while." — CEO/Founder