Case Study: Organizing Entrepreneur Academic
The Client
Lauren is the founder of Entrepreneur Academic, where she blends online course development with business strategy to help entrepreneurs build with intention. As her business evolved, so did her needs. She had done deep identity and personal growth work, but her backend systems still reflected an older version of her business.
“I’ve done a lot of personal and professional development. I needed systems that reflect the business I actually have today.”
The Challenge
Lauren was running her business across tools like ClickUp, Dubsado, and Zapier, but none of them were structured in a way that made her feel clear, grounded, or in control. Her ClickUp space had grown unwieldy. Dubsado didn’t reflect her current client experience. And there were a lot of manual steps in processes that should’ve been automated.
“I used to spend so much time procrasti-planning and building flowcharts that didn’t move anything forward.”
Her business wasn’t chaotic, but her systems made it all feel harder than it needed to be. She needed someone who could translate her ideas into real structure, and who could build it all in a way that was both sustainable and flexible.
The Solution
We started by breaking things down to rebuild them better. Together, we overhauled every layer of her internal operations and client experience. The project included:
✓ A complete ClickUp hierarchy revamp with clearly defined spaces, statuses, and workflows that support real-life decision-making and task planning
✓ A full Dubsado client experience refresh including updated proposals, canned emails, and smart workflows tailored to Lauren’s current offers
✓ A multi-step Zapier setup that automates lead management, onboarding, and even client Google drive setup complete with templates!
And throughout it all? We kept things collaborative, strategic, and flexible.
The Results
✓ A ClickUp setup that supports planning, client delivery, and business growth
✓ A Dubsado experience that reflects her current services and tone of voice
✓ Automations that eliminate the repetitive, manual steps
✓ Clearer internal workflows and easier task delegation
✓ Confidence in her tools, and trust in her systems
“I feel significant ease in my work that wasn’t there six months ago. Business feels more fun. I’m spending less time stuck in tools and more time doing work that matters.”
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