From Broken Automations to Business Growth
How one design agency owner stopped wasting time fixing systems and started focusing on what she does best—creating.
Meet Audrey
Audrey is the Founder and Creative Director of a design agency known for beautiful branding and thoughtful design work. As her business grew and her team expanded, she did what any smart business owner does: she set up systems, automations, and platforms to keep everything running smoothly.
But here's the thing—those systems weren't actually running smoothly anymore.
Her Zapier automations weren't firing correctly. Her Notion setup was glitchy. Things that were supposed to save her time were now costing her time. And as a creative, troubleshooting tech issues? That's not where her energy belongs.
She needed someone who could actually fix what was broken—and keep it working.
The Breaking Point
"I didn't have time to fix the issues I was having with my automations."
Audrey had built a solid foundation for her business. She wasn't starting from scratch—she already had systems in place. But as her team grew, those systems started breaking down.
Automations that used to work suddenly didn't. Client onboarding workflows were inconsistent. She found herself manually doing tasks that should've been automated, or worse—discovering that things weren't happening at all.
She's a designer. Her zone of genius is creating stunning brands for her clients, not digging through Zapier logs or troubleshooting Notion databases.
She needed tactical, ongoing support from someone who actually gets project management systems—not a one-time fix, but a partner who could keep things running as her business evolved.
The Solution: Ongoing Tactical Support
Instead of a one-off audit, I recommended the Savvy Assistant retainer package—three months of hands-on support to get everything back up and running, fine-tune her existing systems, and make sure they could scale with her growing team.
Here's what we tackled together:
Fixed Her Zapier Automations
We went through each automation, identified what was broken, and rebuilt them so they actually functioned the way they were supposed to. No more manual workarounds.
Optimized Her Notion Setup
Her Notion workspace had the bones of a great system, but it needed refinement. We streamlined her databases, cleaned up workflows, and made sure her team could easily find what they needed.
Created Templates for Consistency
We built reusable templates so Audrey could count on her systems to work every single time—no guessing, no "did that fire or not?" anxiety.
Provided Ongoing Support
Instead of a one-time project, Audrey had someone in her corner for three months—ready to troubleshoot, adjust, and support her as new needs came up.
The Transformation
"I can count on my automations more and have templates to easily check in with clients."
Audrey's Notion runs smoothly now. Her automations actually function the way they should. And most importantly? She's not wasting valuable time trying to fix things that aren't in her zone of genius.
She gets to use her energy where it belongs: on her clients, her team, and creating more amazing designs and branding.
Instead of firefighting broken systems, she's growing her business.
What Audrey Loved Most
"Renee is a great resource. The organization and AMAZING customer service... I can count on my automations more and have templates to easily check in with clients."
Her advice for future clients? "I'm a very visual person and having a 20 minute meeting once a month would have helped me quickly establish the needs I had for that month." (We heard you, Audrey—and we've built that into how we work with retainer clients now!)
Ready to Stop Fighting Your Systems?
If you're spending more time troubleshooting your project management tools than actually running your business, it's time to bring in support.
Let's get your systems working for you—so you can focus on what you do best.
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