How Merakyn Turned Fragmented Operations into an Automation-Ready Consulting Agency

About

Merakyn is a consulting agency and benefit corporation specializing in communication and sustainability for startups and small to medium enterprises. Their mission is to empower innovation that matters through strategic support across business model design, go-to-market, fundraising, and organizational transformation.

Industry

PR & Communications Services

Headquarters 

Turin, Italy

Challenges

Before working with us, Merakyn’s work lived across different tools, email threads, and ad‑hoc spreadsheets.

Sales conversations, project delivery, and internal coordination weren’t connected, so:

  • No one had a real‑time view of the pipeline and upcoming workload.
  • Handoffs between sales, onboarding, and delivery depended on memory and 1:1 messages.
  • Forecasting revenue and capacity meant chasing data in different places.

 

As CEO Lorenzo D’Amelio put it, the team was “spending too much time managing the work instead of doing the work” – and the more the agency grew, the more fragile this setup became.

Needs & Objectives

Merakyn didn’t just need “a better project management tool”. They needed an operations system that would:

  • Bring CRM, projects, delivery, and communication into a single, coherent structure.
  • Make handoffs between roles explicit, so nothing relies on memory.
  • Give leadership a reliable view of pipeline, workload, and revenue forecasts.
  • Be robust enough to support future automation and AI without constant rework.

Solution

We started with a full process audit – mapping how leads become projects, how teams collaborate, and where information was being duplicated or lost.

From there, we designed an Operations Engine on top of ClickUp that acts as Merakyn’s central operating system:

  • Integrated CRM and delivery: opportunities, clients, and projects now live in the same structure, with clear stages and owners.
  • Standardized workflows: templates and automations guide how new work is created, assigned, and handed off between sales, onboarding, and delivery.
  • Forecasting and reporting: dashboards pull data directly from the system, so leadership can see pipeline, active projects, and capacity without manual exports.
  • Documentation built‑in: key processes are documented next to the work, so new team members can follow the same playbook.

 

Instead of forcing the team to adapt to a tool, we built the tool around Merakyn’s real‑world processes.

Results

Within weeks of going live, Merakyn’s team started to feel the difference:

  • 5+ hours saved per week by removing duplicated updates and manual coordination across tools.
  • Full pipeline and delivery visibility, with a clear view of what’s in progress, what’s blocked, and what’s coming next.
  • Fewer missed follow‑ups, thanks to structured CRM stages and task automations instead of personal reminders.
  • More confident forecasting, using dashboards built directly on ClickUp data rather than spreadsheet snapshots.
  • Higher team satisfaction, as people spend more time on client work and less on chasing information.

 

Most importantly, Merakyn now has an operations backbone that can support future automations and AI workflows, instead of needing to be rebuilt from scratch.

From Fragmented Tools to a System-First Mindset: Merakyn’s Broader Lesson

Merakyn’s story isn’t about finding the “perfect” tool. It’s about treating operations as a system, then using tools like ClickUp to make that system visible and reliable.

Before its transformation, the agency was delivering strong work but was constrained by a patchwork of tools, scattered information, and manual, repetitive coordination. Leadership had to work hard just to see what was happening, let alone steer the business with confidence.

For agencies and consulting firms, the lesson is simple:

  • Fragmented tools create hidden costs in every handoff, update, and follow-up.
  • Without a shared operations engine, growth amplifies fragility, not efficiency.
  • Investing early in an Operations Engine on ClickUp makes every new client, project, and hire easier to absorb.

 

By designing the system first and then implementing it in ClickUp, Merakyn turned operations into a strategic asset: information silos gave way to transparency, handoffs became explicit instead of ad hoc, and leadership can now anticipate capacity and revenue instead of reacting late. Most importantly, this system-first foundation makes the agency truly ready for automation and AI – not as a patch on top of chaos, but as a natural next step.

Let's Talk

Ready to build an automation-ready operations engine?

If you recognize parts of Merakyn’s story in your own agency – scattered tools, manual handoffs, fragile reporting – it’s a sign your operations need a proper backbone.

We design and implement an Operations Engine tailored to your delivery model, so your team can move faster with fewer surprises.

Let’s talk about what an operations engine for your consulting business could look like.

Subscribe to Newsletter