Client onboarding, start to finish
The exact sequence from signed agreement to first completed task, including how I request access without ever asking for a password over email.
Video library
See the work before you buy it
Short, unglamorous walkthroughs of how I actually run inboxes, build pages and keep stores tidy. No talking-head theory.
Start here
Meet Clerkly in 90 seconds
Who I am, what I take on, how engagements are structured, and what your first two weeks look like. If you only watch one thing, watch this.
- What a typical week of delegated work covers
- How onboarding and access sharing works
- What the weekly report actually contains
Browse by topic
The library
Filter by what you’re trying to solve. New videos are added roughly twice a month.
Inbox systems that survive a busy week
Labels, filters, snoozes and drafted replies. How I get a founder’s inbox from 3,000 unread to genuinely under control in about ten days.
Building a landing page in a day
Brief at 9am, live at 5pm. Structure, copy, build and the analytics wiring that tells you whether it worked.
Making a slow WordPress site fast
A real rescue job: finding what’s dragging a site down, fixing it without breaking the design, and proving the improvement.
Notion for client work: my setup
The shared workspace every client gets: task board, SOP library, weekly report template and a single place for decisions.
Shopify housekeeping, weekly
The thirty-minute routine that keeps a store clean: broken links, stale promos, stock alerts, orphan products and abandoned collections.
Automations actually worth building
Four Zapier and Make workflows that reliably save hours — and three popular ones that quietly create more work than they remove.
Case study: 22 hours a week back
What a DTC founder handed over, in what order, and what changed in the business three months later.
What a weekly report looks like
A real (anonymised) report: what shipped, what stalled, what I need from you, and where the hours went.
Nothing in this topic yet — more videos are on the way. Request one.
Requests welcome
Want to see something specific?
If there’s a workflow you’re unsure about — how I’d handle your helpdesk, how a migration would go, what onboarding looks like for your stack — ask and I’ll record it.
Most-requested so far
- Migrating from Gorgias to Zendesk without losing history
- Setting up a returns process that customers understand
- A realistic first-90-days plan for a new VA
- Cutting a software stack in half without breaking anything
Seen enough?
The next step is a twenty-minute conversation
Bring your messiest process. I’ll tell you how I’d handle it and what it would cost — no obligation either way.