Building a Scalable Operations System for a Marketing Agency

Role Simulation:

Operations & Systems Builder

Objective:

Design and implement a scalable operational system that allows the agency to manage:

• clients
• projects
• internal operations
• communication
• SOPs
• performance tracking

Using:

• ClickUp (project & workflow management)
• Notion (knowledge base + SOP hub)
• Slack (team communication)
• Google Drive (asset management)

PHASE 1: Discovery & Operations Audit

The first step is a discovery call with the founder to understand the business operations.

Key Questions Asked

Business Structure