Information that does not travel
The deal is signed, but delivery is still searching for the scope, promises, and client details.
Client operations, AI & systems implementation
From signed client
to smooth delivery.
We help growing agencies and service businesses set up CRM and delivery tools, connect sales to onboarding, and reduce repetitive work with practical AI and automation. Your team gets clearer next steps, better visibility, and systems they know how to use.
Free 15-minute discovery call · No obligation
Better systems. Less friction. More capacity to grow.
From a clear handoff
to a confident renewal.
- 01
Signed client
Scope, promises, and client details reach delivery.
- 02
Onboarding
Information, access, and owners are organized.
- 03
Active delivery
Work, deadlines, and next steps are visible.
- 04
Reviews & approvals
Decisions and feedback keep work moving.
- 05
Renewal
Account history and next steps support the next conversation.
The systems gap
Your business has grown. The work between your systems should keep up.
More clients should not mean more chasing. When information, responsibilities, and tools do not connect, your team fills the gaps by hand.
Handoffs without clear ownership
Onboarding, requests, and approvals slow down while everyone waits for someone else.
Tools the team works around
Software is in place, but spreadsheets, messages, and manual updates still hold the process together.
What we do
We make the moving
parts work together.
Start with one problem or a broader implementation. We help you find the right next step.
01
CRM & Sales-to-Delivery Systems
A CRM your team uses—and a clearer handoff when the deal is signed.
02Client Onboarding & Delivery Systems
Consistent onboarding. Clear ownership. Visible client work.
03AI, Automation & Integrations
Less copying, chasing, and repetitive coordination.
04Websites & Client Portals
A better online experience, connected to how your business works.
Practical AI
Put AI to work on the tasks slowing your team down.
AI becomes useful when it fits the way your business works. We help you apply it to specific tasks, connect it with your systems, and give your team clear guidance on when to review the output.
Intake
Organize submitted information and flag missing details.
Follow-ups
Prepare drafts using relevant client context.
Project updates
Summarize activity and highlight items that need attention.
Platforms we work with include HubSpot, ClickUp, and Make. We select features and connections to fit the task and your software plan.
Agency Client Delivery OS — Demonstration
A clearer operating system for agency delivery.
Our ClickUp demonstration shows structured onboarding, active and recurring work, client requests, approvals, blockers, and management views. See how these pieces help a team organize delivery and identify what needs attention.
Book a demo walkthroughIllustrative sales-to-delivery connection
HubSpotMakeClickUp
HubSpot → Make → ClickUp illustrates a possible connection. It is separate from the ClickUp functionality shown in the demonstration.
- 01 / Client setup & onboardingCapture the details. Assign the next steps.
- 02 / Active & recurring deliveryGive work, owners, and deadlines a shared home.
- 03 / Reviews, requests & blockersMake decisions and exceptions visible.
- 04 / Management visibilitySee what is moving and what needs attention.
How we work
Clarity before configuration.
01
Diagnose
Understand the process, the people, and the friction.
02
Prioritize
Choose the changes that matter most and set the scope.
03
Implement
Configure, connect, and test the way work will happen.
04
Enable
Prepare people with guidance, training, and launch support.
05
Optimize
Review what works and improve what needs attention.
Meet the founder
PMP · CSM
Sadé Bobb
Founder of SMJB Implementation Group
Sadé brings experience in client operations and project delivery to the details that make systems work: clear handoffs, coordinated people, and practical next steps. She leads implementations and coordinates any agreed specialist support, from understanding your process through testing, documentation, and team adoption.
About Sadé and SMJBLet’s talk
Start with a 15-minute conversation.
We’ll talk about what is making work harder, what you want to improve, and whether SMJB is the right fit.
Book a discovery callFree 15-minute discovery call · No obligation
Prefer email? hello@smjbconsulting.com