Client Results

What happens when an agency stops winging it

Real builds, real agencies, real outcomes. Here is what changes when your operations are actually set up to work.

5-7
Days average build time
8-12
Hours saved per week, per agency
100%
Custom built for your workflow

Recent builds

Every agency is different. Every build is built around that.

ClickUp Build

12-person creative agency, Austin TX

Brand identity, web design, and content production for B2B companies

11h
saved weekly
3x
faster client onboarding
0
missed deadlines since launch

The situation before

The agency had been running for four years with the same broken setup: project briefs in email, task updates in Slack, client approvals via WhatsApp, and deadlines tracked on a shared Google Sheet nobody trusted.

The founder was the glue holding it together. She personally tracked every project, answered every status question, and reviewed every deliverable before it went to a client. Twelve people, all dependent on one person who had no time to think about growth.

  • No standard way to kick off a project
  • Delivery timelines lived in the founder's head
  • Client onboarding took 2 to 3 weeks every time
  • Three tools being used for the same thing

What changed after the build

Within the first week of the ClickUp build going live, the founder stopped getting pinged about project status. The team knew where to look. Clients were onboarded using a structured workflow that ran without her. Deliverables moved through a clear review process with no chasing required.

Six weeks later, she took a week off. The agency ran without her. That had never happened before.

  • One system for all client work, no overlap with Slack
  • New client onboarding reduced from 3 weeks to 4 days
  • Every deliverable has a status, owner, and due date
  • Founder reclaimed her mornings

I used to joke that I was the project management system. After the Runflow build, I finally stopped being one. The first time my team hit a deadline without me checking in, I genuinely did not know what to do with myself.

Founder, Creative Agency, Austin TX


What was built

3-Space ClickUp structure
Client onboarding workflow
Delivery pipeline with custom statuses
Task templates for 6 deliverable types
Weekly ops rhythm and standup view
Team capacity view
SOPs for 8 recurring processes
Client approval tracking
Notion Build

7-person performance marketing agency, London UK

Paid social and search advertising for e-commerce and DTC brands

40%
less time on reporting
2x
clients managed per person
1 week
to full adoption

The situation before

Seven people managing 22 active ad accounts across Facebook, Google, and TikTok. No central place to track performance, no standardized reporting format, and every account manager had their own system for keeping notes on client calls.

Client meetings were stressful because nobody was sure if the numbers they were presenting matched what the client had seen in the ad platform. Two clients churned in the same quarter, both citing disorganization.

  • 22 clients tracked across individual spreadsheets
  • No consistent reporting format across the team
  • Client call notes lived in personal notebooks
  • No handoff process when accounts changed managers

What changed after the build

The Notion build gave the agency a single source of truth for every client: ad account status, performance history, call notes, action items, and reporting templates all in one place. Any team member could pick up any account on day one.

Reporting time dropped because templates were standardized. Client confidence went up because everything was documented and accessible. They added three new clients in the month after launch without adding headcount.

  • Single client hub for every account
  • Standardized reporting template used by the whole team
  • Account handoff reduced from 2 weeks to 2 days
  • Three new clients onboarded in month one post-build

We had been patching holes for two years. The Runflow build was the first time we actually stopped and built something properly. The team adopted it in days, which tells you everything about how much they needed it too.

Co-founder, Performance Marketing Agency, London


What was built

Client hub database in Notion
Standardized reporting templates
Account onboarding and handoff SOP
Client call notes system
Action item tracker per account
Monthly performance review workflow
Team knowledge base
New client onboarding checklist

Ready to be the next one?

Your Agency OS, built from scratch in 5 to 7 business days. Custom to how you actually work.

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