Brand & Web Design Agency

This Ontario-based brand and web design agency sought to refine their processes and automate their operations as they grew rapidly. With a focus on improving the client journey and creating an efficient ecosystem for a growing team, we helped them streamline workflows, automate repetitive tasks, and enhance their client experience. The result was a founder who could step into their CEO role and focus more on personal and professional growth.

Goal for the project

This client came to us needing to refine their processes, properly strategize their client journey, and automate at much as possible. This company was growing faster than anticipated, and while they wanted to accommodate all of the growth, they were finding themselves stuck. 

‍

This founder also wanted to spend more time thriving in their personal life and really step into that CEO role. Our goal here was really simple: Make tech work for them.

The Experience

I took my experience of working with 14 brand and web designers over the last two years to really hone in how we could upgrade this agency’s client experience. We added touch points essential for high touch communication, and eliminated several unnecessary steps that were creating bottlenecks in the process. We created a space for a growing team to constantly come back to, and an ecosystem that allows for effective communication between the company.

The outcome

We spent 7 weeks reworking every bit of this agency’s ClickUp account, branding every list, creating and establishing SOPs for the team, and refining every task that needs to be completed throughout every offering. We branded client forms to perfection–ensuring that there was a seamless brand experience from inquiry through the website to offboarding. We implemented 45+ automations throughout both systems to ensure that the tech used was truly working hard for this company.

See the Dubsado Proposal we created for this client
Disclaimer: with permission, the client has allowed us to use her exact Dubsado proposal design. The copy and package details have been changed for privacy.

The founder said it herself when she said:

"Since working on our project together, I feel a weight lifted off my shoulders that everything is all ready for me to automatically send over to clients without having to lift a finger!
I have much more time in my day to focus on designing, and less time doing those boring repetitive tasks. It's also been great having a better task management setup for my assistant and potential new employees, knowing that they have all of the information they need and feeling confident when working on tasks for me! I'm no longer working super late nights sending out proposals or emails that could be automated. Now I can end work a bit earlier, and enjoy the rest of my night with loved ones. Jess is exactly what you need for your business if you're constantly overwhelmed or overworked. Even if you think you can do it yourself, no one can do it as good as she does!"

Get Started with
Aisé Consulting

Ready to simplify your workflows and scale effortlessly?
Fill out the inquiry form to team up on building your ideal
Dubsado or ClickUp setup ecosystem.

let's build your complete setup
Aisé Consulting is an independent service provider and is not affiliated with, endorsed by, or officially associated with Dubsado or ClickUp. All platform names and trademarks belong to their respective owners.
Pricing Disclosure: Starting prices are base rates. Final pricing may vary based on project scope and complexity. Payment plans subject to approval and additional terms.
Timeline Disclosure: Project duration estimates assume timely client feedback and standard implementation. Complex projects may require additional time.
Content Notice: Blog posts are for informational purposes only and do not constitute professional advice. Content reflects platform features and best practices as of publication date. Always verify current platform capabilities and consult appropriate professionals before implementation.