01 / Company systems
Wishly operating system
The connected technology layer behind a fast-moving B2B creator marketing agency.
The problem
A growing agency creates operational complexity quickly. Sales, campaigns, creator relationships, analytics, reporting, proposals, and client delivery all produce data, decisions, and handoffs. When those live in separate tools, the team becomes the integration layer.
What I built
- A connected CRM and operating data model across brands, creators, campaigns, deals, deliverables, and reporting.
- Internal and client-facing workflows for creator analytics, profiles, proposals, media kits, portals, and recurring reports.
- Source tracking, approval gates, and production safeguards for AI-assisted work.
- Cloud delivery and lightweight tooling shaped around the team's actual operating habits.
The result
A calmer operational layer with clearer ownership, more reliable source data, and fewer manual checks hiding between tools.