For agencies whose account managers are doing admin instead of account work.

    Most agencies I support have a real client roster and a small core team, and someone on that team is spending their week on scheduling and reporting instead of the client relationship. I take that admin off first, then clean up the systems behind it.

    • Marketing, SEO, paid media, social, branding and web agencies with active clients.
    • Teams running on Asana, ClickUp, Monday, Notion or Basecamp.
    • Agencies where the founder or a senior account manager still runs onboarding personally.
    • Studios that need client reports produced on time, every single cycle.

    What I take off an agency's plate, in order.

    A shared inbox nobody owns

    Client emails sit unread between meetings. I triage the inbox daily, draft replies in your voice and route anything that needs a specialist.

    Calendars full of gaps and double bookings

    Kickoff calls, check-ins and internal syncs booked with no buffer. I manage scheduling so the calendar stops working against the team.

    Client onboarding that changes every time

    Each new client gets a slightly different welcome packet and kickoff. I build one repeatable onboarding flow with templated documents and a clear handoff to the account team.

    Project boards that stopped reflecting reality

    Asana, ClickUp or Monday boards sitting half stale. Once the daily admin is under control, I clean the workspace and run weekly hygiene so the board tells the truth.

    Reporting that eats a Friday every month

    Account managers manually building client reports from scratch. I build templated reports and run them on a schedule so this stops being a monthly scramble.

    Renewals and invoices that slip through

    Contract renewals and aging invoices sitting in a draft folder. I run the follow-up loop so nothing gets forgotten.

    Agency tools I work inside.

    I am vendor-neutral. If a tool is fighting how your team works, I will tell you.

    AsanaClickUpMondayNotionBasecampTrelloSlackGoogle WorkspaceHubSpotPipedriveKeapAirtableLooker StudioHarvestZapier

    What's included in ongoing support

    Daily shared inbox triage and reply drafting
    Calendar coordination for kickoffs and check-ins
    Client onboarding workflow design and operation
    Project board cleanup and weekly hygiene
    White-label client reporting, templated and scheduled
    Contract, renewal and invoice follow-up
    CRM cleanup for the sales pipeline
    Written process documentation for the team
    Website support for the agency's own site
    Monthly written work summary

    FAQ

    Common questions from agencies.

    No. I work behind the account team and take on the admin they keep absorbing, the inbox, the scheduling, the reporting and the board upkeep. Account managers stay client-facing.

    Yes. Emails, reports and client documents ship under your brand. I do not appear in client-facing communication unless you want me to.

    Whatever your team already uses. I work comfortably in Asana, ClickUp, Monday, Notion, Basecamp and Trello, and I will only suggest a change if the current tool is genuinely hurting the team.

    No. I am not a media buyer or a designer. I handle the admin and operations layer so your specialists can stay focused on their craft.

    Pricing is inquiry based because agency needs vary by client volume and account complexity. See the ways to work together page for the general structure and request a free consultation for a specific quote.

    Usually within a week. I begin with a short audit of the inbox, the project boards and the reporting process so I know exactly where the time is going.

    Get the client admin off your account team's desk.

    Tell me what is slipping right now, the inbox, the boards, or the reports, and I will tell you what I would take on first.

    Book a free call

    See full pricing