Questions and answers
Who do you work with?
Agencies, consultancies and professional services firms, usually teams of about 5 to 50 people that run client work in tools like ClickUp or HubSpot. We don’t run ads or lead-generation campaigns. We make sure every inquiry turns into a client and every client gets a smooth experience from onboarding to renewal.
Do you only work in ClickUp?
No. We build delivery and project systems in ClickUp, or in the platform your team already uses. Lead follow-up can live in your CRM, like HubSpot. We connect your tools with native automations, Zapier or Make.
We already have ClickUp, but it’s a mess. Can you fix it?
Yes. We map how work really moves, then clean up Spaces, statuses, fields and views so your team trusts it again.
Can you set up ClickUp’s AI?
Where it fits: AI summaries, task updates, drafts and AI agents inside ClickUp, each with a clear job and a person reviewing what clients see. Confidential client files stay out of AI unless you approve it and your client allows it.
What is the Client Delivery System?
Our flagship build: one connected system from signed client to onboarding, delivery and renewal, built in ClickUp. We map how work moves today, build your workspace, connect it to your CRM with automations and AI where they fit, train your team and one internal owner, and support you for 30 days after launch. Documented onboarding and delivery mean your business depends less on you.
What happens on the free Clarity Check call?
It’s a 30-minute call with Sadé. We ask how inquiries and proposals get followed up, how new clients get started, how client requests outside the original scope get handled, how work is tracked, how reporting and renewals happen, and how your team is using AI today. The same day, you get a one-page Snapshot: what you told us, in your words; the top places clients and time are slipping away; what that’s costing you, estimated from your own numbers; and the best first step. It’s yours to keep, whether or not you work with us.
How do you price builds?
Builds are fixed-price and quoted before we start. Anything extra is approved by you first.
Do we need AI agents?
Maybe not yet. An AI agent is AI that takes steps for you, like sorting a new inquiry and drafting the reply, instead of only answering questions. Agents work best on steps that already run the same way every time; on a messy process, they copy the mess. Your Clarity Check shows where AI would help now, later or not at all. When an agent fits, it gets one job, written ground rules and a person who approves what clients see.
What are AI teammates?
Our name for the AI agents we set up inside the tools you already use: one or more, often two to five working together in one workflow, each with a clear job, written ground rules and a person reviewing its work. For example, one sorts new inquiries, one drafts the reply, and one writes the weekly status update. Each one is tested on 20 real examples before it goes live, with an accuracy check 30 days later. We set them up in an AI Workflow Sprint, about 3 to 4 weeks per teammate.
How do you use AI, and is it safe for our client information?
Each AI teammate gets one clear job, like sorting new inquiries, drafting a reply or turning meeting notes into tasks, and a person approves anything clients see. We use business accounts, write down what each teammate may and may not touch, and give it only the information the job needs. Confidential client files stay out of AI unless you approve it and your client allows it. If a client doesn’t allow AI on their work, we set up your workflows to respect that.
Our team doesn’t like change. Will this actually stick?
That’s the part we plan for. You back the kickoff, we train the people who do the work and one internal owner, and we check back after launch. If your team isn’t using what we built 30 days after launch, we’ll run another training session at no charge.
How do you handle extra requests that weren’t in the original scope?
In the Delivery Workflow and the Client Delivery System, client requests come into one place, and anything outside the agreed scope gets flagged before anyone starts it, so your team can quote it instead of absorbing it.
Do you offer fractional project management?
Yes, through Implementation Lead. Fractional project management, sized to your needs: from a few hours a week to several days a week, for as long as your projects run. It covers project plans, tracking and coordination; status reports; vendor and team coordination; how-to guides and SOPs; and your systems and AI teammates looked after. Sadé is a certified Project Management Professional (PMP).
Do you offer ongoing support?
Yes. Monthly Support gives you 5, 10 or 20 hours a month of systems and AI support, with a monthly report on inquiries, response times, follow-ups, open quotes and delivery status.
How long do projects take?
A single build takes about 1 to 6 weeks: a Handoff Fix about 1 to 2 weeks, Lead Follow-Up about 2 to 3 weeks, and a Delivery Workflow about 4 to 6 weeks. The Client Delivery System and the Revenue Engine take 8 to 12 weeks. An AI Workflow Sprint takes about 3 to 4 weeks per AI teammate. We confirm the timeline before we start.
What size businesses do you work with?
Our best fit is teams of about 5 to 50 people. If you’re earlier than that, your free Clarity Check will tell you honestly whether we’re the right fit and what to do first.
Do you work with businesses outside Miami?
Yes. We’re based in Miami, Florida, and work with clients nationwide.
Do you work with other consultants and agencies?
Yes. If you have clients who need their systems or AI set up and adopted, we can lead the implementation for you, white-label or co-branded. Email hello@smjbconsulting.com or book a Clarity Check and mention you’re a partner.
