
ederteixeira
United States
★★★★★
Amazing as always
We connect your sales, projects and team in practical systems—so work moves forward, handoffs stay clear and fewer tasks depend on you.
Case Studies
Explore the systems we’ve built to organise client work, automate handoffs and make delivery easier to manage.

Business Systems
Workflow Automation
Connecting briefs, creative production, reviews and playbooks in one ClickUp workspace.
ClickUp
View case study

Business Systems
Platform Migration
Process Improvement
Connected agency planning to team delivery and client costs.
monday.com
View case study

Business Systems
CRM & Sales
Process Improvement
Connected client cases to documents, owners and follow-up.
monday.com
View case study

Business Systems
Workflow Automation
CRM & Sales
Process Improvement
Linked agency sales to scoped projects and client acceptance.
ClickUp
View case study
WORK DIRECTLY WITH ME
I connect business goals, processes and technology, then help your team put them into practice.
Explore my work
MY FOCUS
Process improvement
Business systems
Automation & reporting
Industrial Engineer · MBA
DAAD EPOS Scholar
WHAT WE DO
Comparison












OUR TOOL ECOSYSTEM

ClickUp + monday.com
Projects & team delivery

HubSpot + Pipedrive
CRM & sales pipelines

Make + Zapier + n8n
Automation & integrations

Airtable
Custom databases

Notion
SOPs & knowledge

OpenAI + Claude
AI assistants
Explore our tools
Our Process
01
Goals
People
Priorities
Understand your goals, daily workflows and current bottlenecks.
OUTCOME
Clear goals & scope
02
Intake
Work
Handoff
Review your processes, tools, data and handoffs.
OUTCOME
Process & system map
03
Workflows
Ownership
Reporting
Design
Build
Launch
Define the future workflow, system structure and priorities.
OUTCOME
Agreed implementation plan
04
ClickUp
Configured
monday.com
Connected
Make
Tested
Configure your tools, connect workflows and test with your team.
OUTCOME
Tested working system
05
Playbook
Walkthrough
Team training
Handover
Launch with practical training, documentation and clear ownership.
OUTCOME
A team ready to take over
Built around your business. Ready for everyday work.
Client feedback on building clearer workflows, connected systems and more organised teams.