The owner is the memory
Client history and past decisions still live in your head. The team needs you to explain things before work can move.
The system behind the partnership
I build Clearkeel OS around your agency so the team can find what it needs, see what matters and keep work moving without waiting on you.
I use it to run Parcel every day.
The problem
Most agencies already have enough software. The problem is that the tools don't talk to each other. Your team still moves every detail by hand.
Client history and past decisions still live in your head. The team needs you to explain things before work can move.
Notes get written but the follow-up is hit or miss. Things disappear between the call and the project board.
A late project or unhappy client often gets noticed after it has already become a bigger problem.
Reports, updates and copying info between tools take time away from clients and growth.
The system
One place for client details, projects, decisions, goals and the rules your team follows.
Meetings turn into clear notes, follow-up drafts, tasks and due dates.
Simple updates show what matters, what is stuck and what needs a decision.
Routine work can move on its own. Important actions still need approval.
Parcel is customer zero
I test Clearkeel OS inside Parcel every day. Sales, client work, tasks and key numbers come together so I can see what needs attention next.
Control is built in
AI can handle the repeat work. Your team still has the final say when it matters.
The first 21 days
I look at how the work runs today and fix the first problem. Then we use the rest of the 90 days to make sure it sticks.
I look at how info and client work move through your agency today.
We'll find what is causing the most drag and choose one place to start.
I'll add the key business details and connect the first two tools.
We'll see what got better, train the team and keep improving what works.
A good first fit
You don't need a big tech team. You need enough repeat work to improve and a real cost when everything still runs through the owner.
The Clearkeel partnership
I start with a paid review. If it makes sense to keep going I'll spend 90 days building the system with your team. I can stay involved after that to keep making it better.
Find what to fix firstA direct working session with Jonathan. No sales handoff.