Client Management | Internal Operations
Automating Client Management + Optimizing Internal Operations With ClickUp
Amanda
Rush
Marketing + Virtual Assistance
Amanda Rush Holmes is a southern mama, podcaster, educator, and the founder and CEO of The Virtual Assistant Studio, a marketing agency for influencers. When she's not leading her team or pumping out strategies for her clients, you'll likely find her mentoring moms in her program Full-Time VA.
Meet Amanda Rush
The founder
Online Marketing
INDUSTRY
10 to 15
TEAM SIZE
0 - 20,000
AUDIENCE
Influencers and online business owners
IDEAL CLIENT
4 Years
Years In Business
Founder
Amanda Rush
[We are] able to have one ecosystem where all this activity can exist and I can pop into one area and see all the work that our team has done and get up to date right there as opposed to having to meet with them and figure out what happened.
"
Messy Team Management
Lack Of Internal Information Mgmt
Chaotic Client Management
The Challenge
Within ClickUp, we created systems for team KPIs, meeting agendas, password management, and more.
Once we had the team optimized, we used ClickUp’s Dashboard feature to set up a team management dashboard. This allows Amanda to quickly get a pulse on team performance and projects.
Seamless Team Management
With so many different client processes, Amanda's team needed optimized systems to retrieve information. For this, we built an SOP Manual system where they can store processes for each specific client.
We then created a dedicated resource hub within each client project to store all the information associated with one client.
Streamlined Information Management
Using ClickUp, we built out templated workflows for each of Amanda's services.
With these templates, every operational task is quick and simple to repeat. They also provide team members with easy access to all the tools and resources they need to complete internal tasks.
Automated Client
Management Process
Our Solution
Work With US
Significant increase in capacity for onboarding team members + clients
Streamlined + efficient internal operations
Ability to up-level the quality of outgoing materials + offers
Business scalability supported by optimized systems