Agency Operations Task Organizer
Budget: $2 – $8 CAD
I run a marketing agency that also supplies sales-staffing solutions, and the volume of client work has outgrown the informal systems we started with. I need an operations specialist who can jump in, take stock of every open initiative, and turn a scattered to-do list into a clear, trackable workflow.
Your focus is on completion and organization of project tasks. Think Gantt charts, kanban boards, SOPs—whatever helps you get all campaigns, creative requests, and sales-staffing assignments into a single, reliable source of truth. Once everything is surfaced and prioritized, you’ll assign owners, set realistic deadlines, and put guardrails in place so future projects flow smoothly without constant firefighting.
Key deliverables
• Consolidated project tracker showing status, owners, due dates, and dependencies
• Streamlined workflow or SOP that my team can follow after you hand it off
• One-page weekly report template we can send to leadership and clients
Acceptance criteria
• Every current task is logged, categorised, and given a status
• No task is left without an owner or deadline
• Team can locate any project detail within three clicks
If you’re organised, proactive, and comfortable shaping processes inside a fast-moving marketing and sales environment, I’d love to hear how you’d tackle this.
Your focus is on completion and organization of project tasks. Think Gantt charts, kanban boards, SOPs—whatever helps you get all campaigns, creative requests, and sales-staffing assignments into a single, reliable source of truth. Once everything is surfaced and prioritized, you’ll assign owners, set realistic deadlines, and put guardrails in place so future projects flow smoothly without constant firefighting.
Key deliverables
• Consolidated project tracker showing status, owners, due dates, and dependencies
• Streamlined workflow or SOP that my team can follow after you hand it off
• One-page weekly report template we can send to leadership and clients
Acceptance criteria
• Every current task is logged, categorised, and given a status
• No task is left without an owner or deadline
• Team can locate any project detail within three clicks
If you’re organised, proactive, and comfortable shaping processes inside a fast-moving marketing and sales environment, I’d love to hear how you’d tackle this.