A while back, I was mid-onboarding for a client.

Everything was smooth — until I opened Trello and realized I’d forgotten (again) to rename the template card.

It still said [CLIENT NAME] in bold.

A tiny detail, but one that made me pause.

Not because it broke anything — but because it reminded me how many small, repeatable tasks were still living in my brain instead of a system.

And in that moment, something clicked:

If I want to scale impact, I can’t be the bottleneck.

That realization came while working with a fast-moving, high-trust team — the kind of place where systems thinking isn’t just helpful, it’s expected. It gave me the perfect opportunity to rethink how I set up client projects from day one.

So I built my first real automation.

Now, any onboarding process I take on runs on autopilot:

• Portals spun up in seconds
• Emails sent instantly and personally
• Everyone notified, nothing missed

And the best part?

People get to show up where they’re actually needed.

🧠 → Read the full breakdown + get the automation starter kit

No hype. No “scale bro” energy. Just real systems, designed to protect your energy and support your clients.

Keep it human,

—Harrison