The founder of a collage essay consulting firm was spending more than 10 hours a week managing admin work instead of supporting students through the high-stakes college essay process. She was struggling with the daily chaos created by business tools that weren't working the way she needed them to. Instead of using this time to help her students, she was losing hours each week to manual, routine tasks, and was in the dark about the status of her team's client work. New Leaf Digital completely streamlined and restructured Summit Academic Support’s backend operations using ClickUp and Relay.app, replacing manual processes with automated workflows. She no longer manages her work or workload in a tangled mess of Google Sheets. Now, she has a calm, scalable system that gave her and her team clarity, confidence, and more time to focus on students and results.
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I help overwhelmed female founders and operations leaders streamline their work with smart ClickUp setups, custom automations, and efficient systems.
If your business feels like it’s running on duct tape and long nights, you’re not alone. And you don’t have to stay stuck there.
I work with women founders, operations managers, project managers, and chiefs of staff who are tired of being the bottleneck in their own business. They’re juggling endless tasks, patching together tools, and doing the work of five people...all while trying to grow.
I help you find the real problem behind the chaos, and then fix it with systems that simplify your day and automations that actually work.
Using ClickUp and a curated stack of tools like Zapier, Relay.app, and Attio CRM, I design customized, easy-to-manage workflows that free up your time and get your team running smoothly. Whether your ClickUp is a confusing mess or your SOPs live in your head, I’ll help you turn that stress into clarity.
Services include:
ClickUp and operations audits
ClickUp setup
ClickUp optimization
Custom automations to eliminate repetitive work
System design and process refinement
I bring over six years of experience, 510+ projects, and a deep understanding of how operations can empower (and not exhaust) the people behind them.
Lets give you back your time, lower your stress, and build systems that scale with you so you can stop checking on your work while putting your kids to bed and start leading with confidence.
Hi, I'm Meagan, a homeschooling mom/business owner/non-profit director. I've been helping women like you harness the power of ClickUp to work smarter for over six years. It's time to go from doing it all to getting it all done with a customized ClickUp package.
From Full Service ClickUp Setup to ClickUp Reorganization, I offer ClickUp consulting, systems creation, process optimization, and more depending on your unique needs.
My clients report increased efficiency, automation, and productivity with their simple and streamlined workspaces (and lives!). Whether you're looking to create more time for yourself or your team, we are ready to co-create the solutions that will drive your success.
"Meagan’s support turned our ClickUp setup from overwhelming to empowering, giving our team the confidence and clarity to build a strong foundation and explore new features with ease."
Use Cases
Instead of managing her work in a mess of texts and emails, each new order is immediately loaded into ClickUp, complete with the customer details, order specifics, and production notes, allowing her to deliver work faster while monitoring her workload.
I streamlined operations, improved reporting, and enhanced collaboration for a digital marketing agency. Key achievements include: Custom Dashboards: Real-time dashboards to track tasks, deadlines, and performance metrics Workflow Automation: Automated assignee management, reminders for stuck/overdue tasks, and due date adjustments to keep projects on track. Centralized Communication: Migration from Google Chat to ClickUp Chat for unified project discussions. Availability Tracking: System to monitor consultant availability for efficient resource planning. Standardized Processes: Consistent status/stage fields, client folders, and templates for easier onboarding and reporting. Report Management: Centralized system for generating and storing client reports. Simplified Task Management: Subtasks consolidated into checklists for clarity and reduced clutter. Pipeline Automation: Automated sales/project pipeline for better lead tracking and follow-ups. Review & Approval Workflows: Automated processes to ensure efficient deliverable approvals These improvements made the agency's operations more organized, automated, and data-driven, empowering the team to deliver better results.
For a tax and bookkeeping firm, I designed and implemented a comprehensive ClickUp workspace to streamline client management, service delivery, and team workflows. Each client was organized into dedicated folders, and lists, with automations set up to handle admin tasks, due dates, and status updates automatically. I created custom checklists and tracking systems for bookkeeping, commercial income tax, payroll, and month-end processes, ensuring every task was easy to monitor and update. To support efficient operations, I developed a suite of reusable templates and dashboards for tracking clients, tax filings, payroll, 1099s, licensing, and more including tailored with custom fields for state-specific requirements. I also produced detailed documentation, including 43 training videos, to empower the team and ensure smooth onboarding. Over 100 project tasks were completed, many requiring creative solutions beyond standard automations, demonstrating my ability to deliver organized, scalable systems for complex service-based businesses.
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