Client:
A boutique marketing agency with 10 employees, struggling with inefficiencies in project management and client communication, resulting in missed deadlines and inconsistent client satisfaction.

Challenge:

• The agency used multiple disconnected tools for project management, time tracking, and client updates, leading to confusion and duplicate work.
• Inconsistent workflows across teams led to inefficiencies and errors.
• The agency wanted to scale, but their current systems were not sustainable for growth.

Solution (Tools Used):

• Conducted a systems audit using ClickUp to identify gaps in their project management workflow and communication tools.
• Migrated the team to ClickUp as the centralized project management tool, allowing for time tracking, task management, and real-time updates all in one platform.
• Created Standard Operating Procedures (SOPs) within ClickUp, ensuring consistent processes across all teams and clients.
• Used Slack for internal team communication, integrating it with ClickUp to streamline updates and ensure accountability.

Outcome:

• Reduced project turnaround time by 30%, allowing the agency to take on more clients.
• Increased team efficiency by 20%, with fewer errors and better accountability.
• Improved client satisfaction with consistent project updates and clear communication, all within ClickUp.

Interested In Similar Services?

If you are in need of operational efficiency backed by systems and data that drive team and client success – Book A Call Today to learn more how we can help! 

Mari Torres at The Ops Flow