Case Studies

Client

12-person accounting firm overwhelmed by spreadsheets, missed deadlines, and inefficient admin work.

The Spreadsheet Survivor

The Solution

  • Notion: centralized task & client management

  • Make: recurring tasks automated

  • Google Workspace: organized document storage

  • Slack: automated deadline notifications

The Challenge

  • Disconnected spreadsheets & email chains

  • Missed client deadlines

  • Staff confusion & duplicated work

The Results

  • Significant reduction in admin workload

  • Clear task ownership across the team

  • Reliable client delivery — on time, every time

  • Leadership focused on growth, not admin fires

Client

A boutique renovation business juggling subcontractors, suppliers, and project schedules.

The Chaos Contractor

The Solution

  • Notion: project dashboard for live visibility

  • Make: supplier order tracking automation

  • Google Workspace: organized quotes & permits

  • WhatsApp API: real-time updates for staff & clients

The Challenge

  • No project visibility

  • Missed orders & schedule delays

  • Inconsistent client updates

The Results

  • Faster project completions

  • Fewer supplier disruptions

  • Clients always informed

  • Freed up management bandwidth

The Trainer Time Trap

The Results

  • Admin time massively reduced

  • Consistent client engagement

  • Ability to take on more clients without burnout

  • Payments fully automated

The Solution

  • Notion: personalized client program hub

  • Make: automated check-ins & payment reminders

  • Google Workspace: resource sharing

  • Calendly: appointment automation

  • Stripe: simplified payments

The Challenge

  • Chasing payments manually

  • Forgetting client check-ins

  • Limited client capacity

Client

A solo fitness & nutrition coach stuck in admin instead of client work.

The Marketing Agency Bottleneck

The Solution

  • Notion: Centralized client portal and project management

  • Make: Automated onboarding flows and task generation

  • Google Workspace: Standardized file structure and storage

  • Slack: Integrated notifications for project updates and new tasks

  • Calendly: Automated client meeting scheduling

The Challenge

  • Onboarding new clients was slow and inconsistent

  • Scattered files across Google Drive, emails, and chats

  • Task duplication between departments

  • No clear overview of ongoing projects or responsibilities

Client

A digital marketing agency with a team of 8, covering SEO, content, advertising, and social media.

The Results

  • Onboarding time reduced from days to hours

  • Clear visibility over all active projects and team ownership

  • Less duplicated work across departments

  • Faster campaign launches and better client experience