Real systems. Real relief. Built with the people who run them.
Every business here started where you might be: busy, stretched, and sure there had to be a better way. Here is what we built, in plain words, and how it changed the week.
The teams we have built with.
The systems behind a calmer business.
Business management systems
One home for projects, clients, people and reports.
Dashboards you trust
KPIs and goals that update themselves.
Knowledge bases
Procedures and training that outlast any one person.
Client and sales pipelines
Every inquiry lands with an owner and context.
Sales and marketing systems
From first inquiry to booked work, with campaigns that follow through.
Finance and reporting systems
Invoices, payments and numbers that tie together.
Overall business KPIs
One view of how the whole company is doing.
Customer support systems
Support request forms that turn into tasks on their own.
Automations
The repeat steps run without you.
AI helpers
Drafts and answers from approved sources, with review.
Compliance trails
Evidence kept as the work happens.
Training and handover
Your team can run it from day one.
A two-person company earned ISO 27001 and 9001, and opened the door to government contracts.
What was stuck
Two people had to build the systems and processes for ISO, FCL and FedRAMP compliance, run work in an Agile way, and keep a software product moving. They also needed a hiring process, a way to capture leads, and a ClickUp that was organised to match.
What we built
- A systems library and knowledge base for every department, covering compliance tasks, audit preparation, job descriptions and daily process.
- Every compliance requirement built out into a workflow the team could follow.
- A custom CRM with its own dashboard and automation.
- A software development system for the cloud product.
- Processes for marketing, sales and customer support, plus onboarding for new hires.
- Support request forms on the website that create tasks automatically.
- Automated KPIs for each department, and a personal dashboard for the owner.
The result
Approval for ISO 27001 and 9001. Automated KPI reporting for compliance measurements. A custom CRM with automated reporting. A new project win rate of 44%, up from 16%. A business operating system the company can grow and scale on.
Why it worked
We started with how the two of them already worked, wrote it down, then built the system around it. Every requirement had an owner and a dashboard, so evidence was ready before anyone asked for it.
A team of 40+ went from 78% overdue to 3% in six weeks.
What was stuck
More than 40 people ran on separate systems, processes and project habits. Leadership could not see how the departments, projects and key numbers were doing.
What we built
- A systems library, so every process lives in one place.
- Standard statuses, definitions and process documents for every department.
- A sprint system for ongoing tasks, one-off projects and accountability.
- A private and a public knowledge base for leadership, managers and the whole team, with the ClickUp training to use it.
- An idea management system and a changelog for improvements.
- Custom documents, lists and view templates.
- KPI reporting dashboards for the whole company, with login links attached.
The result
One consolidated set of departments with standard statuses, an ongoing sprint system, a knowledge base and a changelog. Within six weeks, overdue tickets dropped to 3%, from 78% before we started.
Who it covers
Leadership, sales operations, development, marketing, product and design, success and support, and systems.
In their words.
“Edward provided exceptional support in implementing an EOS strategy and project management framework. His expertise in task management and system optimization streamlined our workflows into one area for easier management. I highly recommend Edward for his professionalism, strategic insights, and ability to deliver impactful results.”EOS implementation and project management client, Upwork review
“One of the most intelligent leaders I’ve ever worked with. He could be your COO. Hard to believe he’s on here to be honest. Edward will stretch your team’s thinking and make everyone more productive.”Operations and project management client, Upwork review
“Edward brought a strong strategic perspective to our delivery operations. His assessments and recommendations were thoughtful, well-structured, and clearly based on senior-level experience. The quality of his work and insights was high, and he would be a great fit for teams looking to strengthen or scale their delivery practices.”Delivery operations client, Upwork review
“Edward is incredibly knowledgeable about ClickUp and its capabilities, especially in implementing a tailored project management framework for our digital marketing agency during its transition to new ownership. His expertise in task management, EOS, and team training provided our startup with a solid foundation to optimize operations and scale effectively.”Digital marketing agency client, Upwork review
Four steps, always in this order.
Assess
We look at your current systems and find the hidden slowdowns.
Design
We draw the blueprint that connects your tools and removes repeat work.
Build
We set it up and test it on your real work.
Support
We train your team and support you after handover.
Systems, results and more, all built with the people who run them.
Areas of expertise
Business systems development, AI and automation, workflow optimization, digital marketing, change management and strategic planning.
Systems we design
Business management systems, project management frameworks and accountability, and digital marketing agency systems and solutions.
Platforms we build on
ClickUp, Zoho, Notion, Asana, Monday, Odoo, Jira, AWS, WordPress and many other tools.
systems built
Business management, dashboards, CRM, automation and strategy builds.
Business management systems11
- Law firm, 9-platform operations, sales and KPI system
- Enterprise operations, 40-person KPI, goals and workload dashboard
- Two-person company, ISO 27001 and 9001 business management system
- Cloud services software company, compliance, CRM and KPI dashboard system
See all 11
- Software company, 40+ person ClickUp standardization, sprints, knowledgebase and KPI dashboards
- 40-plus person team, ClickUp systems solutions, standardised departments and KPI dashboards
- Cross-department alignment and ClickUp tracking for a 40+ team
- Non-profit, 30+ person ClickUp build, program templates, knowledgebase and dashboards
- eCommerce virtual team, ClickUp workspace and company dashboard
- Agent recruiting and onboarding system in ClickUp
- Litigation case management and deadline workflows in ClickUp
Dashboards and reporting6
- Real-time KPI dashboard aggregating 8 data sources
- KPI Reporting Agent and Reusable Template
- Creative agency, team time tracking summary dashboard
- Cybersecurity firm, company, CRM, department and compliance dashboards
See all 6
- Creative agency, project management, OKR, CRM and KPI system
- AI content integration and ClickUp project system
CRM, sales and finance5
- Agency CRM, onboarding, EOS and team management system in Asana, with GoHighLevel and Zapier lead automation
- GoHighLevel business setup, compliance and automation
- HubSpot AI, marketing automation and pipeline-to-finance integration for agencies
- HubSpot sales-to-finance integration, pipeline to invoice and payment
See all 5
- CRM, inventory and marketing automation with process redesign
Automation libraries3
- Workflows and automation library, frameworks plus n8n, Make and Zapier flows
- Cross-platform workflow automation frameworks, 7 sectors, 15+ systems
- GoHighLevel, Zapier, Make.com and n8n automation stack
Strategy and operations builds12
- Site and Asset Audit, Rebuild Specification
- Roster From Page Markup to CRM Import Set
- Agent-Trainable Company Operating Profile
- Cold Outreach Sequence and Tracker Build
See all 12
- CRM Training Materials
- 14-Layer Foundation Strategy
- Delivery Tiering and Selection Matrix
- Barter to Licensing Infrastructure
- Music act, strategy management system and process boards
- Production planning, inventory and quality control systems with automation
- Campaign and creative asset workflows with AI content
- Project tracking, resource and compliance documentation with automated reporting
AI integrations
- AI helpers: drafts and answers from approved sources, with review
- AI-supported knowledge bases for training
- Agents for routine tasks
- Automated client deliverables
See more
- KPI Reporting Agent and Reusable Template
- Agent-Trainable Company Operating Profile
- HubSpot AI, marketing automation and pipeline-to-finance integration for agencies
- AI content integration and ClickUp project system
Frameworks we have designed for
Processes, systems and AI integrations designed around each one.
- Agile and sprints
- EOS
- OKRs
- ISO 27001 and 9001
See more
- SOPs and process documentation
- Project management frameworks and accountability
Operating roles we have designed for
Processes, systems and AI integrations designed around each role.
- Leadership
- Sales operations
- Development and engineering
- Marketing
See more
- Product and design
- Success and support
- Systems and operations
- HR and recruiting
- Finance and accounting
- Compliance
Want this feeling for your business?
Tell us where the work gets stuck. We listen first.
Request a call