New Leaf Digital

A custom embroidery seller was handling every order’s details, approvals, and deadlines by hand, and keeping it all straight was taking hours every week. We mapped her order process from inquiry to delivery, cut the steps that weren’t adding anything, and then built it in ClickUp. Each order now has all of its details in one place, moves through clear stages, and triggers automations for the repetitive updates that used to happen manually. The result: 10+ hours saved every week, and a process she can hand off without worrying about details slipping.

A recruiting agency with recruiters working in small pods needed one place to track open roles, nearly 2,000 candidates, and who was responsible for what. Before building dashboards, we defined their goals: how many hires each recruiter should make a month and how quickly they should present a first candidate to a client. Then we built the system to show exactly that. The setup includes roles and candidates organized by client, automations that keep senior recruiters in the loop without manual assigning, and an operations dashboard showing roles without a recruiter, roles without active candidates, new clients, and each recruiter’s workload. We also reviewed their AI usage and replaced an AI agent that was running constantly with a simple automation, so their AI credits go where they matter.

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.

A college essay consulting firm was managing every student by hand: tracking deadlines, sending reminders, and repeating the same setup steps for each new client. The owner was spending hours on admin instead of advising students. I started with how her business actually runs, then simplified the client process before building anything in ClickUp. Business first, process second, technology third. We built a client delivery system with templated workflows for each service, automations that create tasks and send reminders when a new student is added, and clear statuses so everyone can see where each student stands at a glance. The result: 10+ hours saved every month, about $24k a year in billable time freed up, and she beat her previous year’s income by October.

An interior design studio needed project tasks the whole team could follow, and the owner needed to see her work in her Outlook calendar, where she plans her week. We focused first on project tasking: clear stages for each project, and an automation that moves items into procurement when they’re ready, so nothing gets lost between rooms and vendors. Then we used a ClickUp Super Agent to schedule each person’s tasks onto their calendar every evening, based on due dates, priorities, and time estimates, inside time blocks reserved for design work and for running the business. Anything that doesn’t fit gets flagged instead of quietly dropped. The result is a team that knows what’s next, and an owner who sees her real workload without dragging tasks onto her calendar by hand.

A virtual assistant agency needed to make sure every client got consistent attention, without the owner checking in on every account manager. We built dashboards so each account manager sees their own clients and monthly touch points, along with a client health tracker that shows which accounts need attention before a problem turns into a lost client. Getting the filters right for each person meant everyone sees their own work instead of wading through the whole team’s data. The owner now has visibility into client relationships across the agency, and account managers know exactly who needs them next.