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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Your business shouldn’t depend on you remembering everything. With 500+ projects completed, I help women-led businesses, simplify how work gets done & turn ClickUp into a custom system that gives you back time, visibility, & mental capacity.
Turn ClickUp into a system that makes your business easier to run.
As your business grows, there are more clients, projects, team members, and details to keep track of.
Even with a team and a project management system, you’re still the one keeping track of all the moving pieces.
You find yourself checking on client work between appointments. Following up on tasks while making dinner. Thinking about what might be falling through the cracks when you are supposed to be spending quality time with your family.
Women already carry enough mental load - your business should not be adding to it.
You invested in ClickUp to make things easier, not to create one more thing you have to manage.
Your business shouldn’t have to live in your head.
I help women-led service businesses and small agencies create simple, practical ClickUp systems that keep work moving without everything depending on you.
You should be able to quickly see:
- What is happening with each client
- What needs attention
- Who is responsible for what
- Where projects currently stand
- Your team's capacity
- What happens next in your process
Your team knows where to find information. Routine tasks move forward automatically and consistently. Important details do not get missed.
And you can trust that the business is being handled even when you are not the one holding all the pieces together.
I start with your business, not the software.
You do not need to know how ClickUp should be configured.
Just tell me what you are trying to accomplish and I will take the time to learn how your business actually works, where things are getting stuck, what your team needs, and what you need visibility into.
Then, I simplify the process and build or optimize ClickUp around the way your business actually operates.
Hi, I’m Meagan.
I’m a Certified Director of Operations, business owner, and homeschooling mom.
For more than seven years, I have helped women build better ClickUp systems across more than 500 projects.
My strength is not about just knowing the software. It’s in understanding how your business works, simplifying unnecessary complexity, and creating a system that works for you and your team in real life.
Let ClickUp manage more of the business, so you don’t have to.
Whether your ClickUp is a confusing mess or your processes still live in your head, I will help you create a simple, consistent system that gives you more visibility, more confidence in your team, and more space to be present in the parts of your life that matter most.
"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."
ClickUp and New Leaf Digital
New Leaf Digital has been a Verified ClickUp Consultant since 2020.
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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