Situation

Before joining AgencyU, the agency was stuck in constant overthinking — unsure what to focus on next and wasting time trying to build systems from scratch. Every decision felt heavy because there was no clear operating system guiding day-to-day actions. Instead of executing, the team risked getting lost in distractions, reinventing workflows, and slowing growth. The lack of structure made scaling feel complicated, fragile, and far more stressful than it needed to be.

Pain Points

• No clear “do this next” direction, leading to analysis paralysis and stalled progress.
• Spending hours trying to design systems instead of actually running and growing the agency.
• Overengineering workflows that should have been simple and repeatable.
• Difficulty aligning the team around how pipelines should flow day-to-day.
• Feeling overwhelmed by tool sprawl and disconnected systems that don’t talk to each other.

Outcome / What They Achieved

• Implemented a plug-and-play operating system that eliminated months of trial and error.
• Saved dozens of hours per month by copying proven workflows directly into Notion.
• Reduced operational costs by avoiding custom system builds and unnecessary software.
• Improved team efficiency, enabling the agency to support more clients without adding headcount.
• Built a scalable operational foundation that supports higher revenue growth without added chaos.

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