Copywriting and Email Marketing Agency
Seattle, Washington State
The Dubsado + ClickUp Overhaul
Acorn Digital Strategy, a copywriting and email marketing agency, based in Seattle, needed a streamlined solution to manage the rapid growth of their business. With a focus on implementing Dubsado and ClickUp systems, we helped them automate workflows, improve client experiences, and establish a solid foundation for scaling. The result was a more organized, confident, and efficient agency that no longer had to rely on manual processes.
Goal for the project
The founder, Molly, came to us with the goal of building out her Dubsado and ClickUp accounts. The business was scaling fast, and the bottom line suffered due to an influx of leads without a proper ecosystem to capture those leads. Not only was the company losing clients, but their project workflows were disjointed and unaesthetic. It didn’t reflect their brand nor the quality of service they provide to their clients. The Acorn team was also growing quickly, and as a result, project management and the operational side of the business was in need of refinement.
The goal for the project was to stop doing everything manually, to create workflows that instilled so much confidence that the fear of automation was non-existent, and to establish an ecosystem for all team and project management. We needed to streamline, upgrade, and implement something fast.
The Experience
For this particular company, we spent a lot of time in the weeds of their strategy. Unlike some clients who have a similar business structure to others in their industry, this client was scaling fast. So, everything relied on the initial strategy. We created a unique framework that worked for their market and their growth trajectory.
We also factored user experience of this agency’s 8 team members (and more joining!), so, creating a home for all SOPs, team information, and important resources was essential. Client projects, internal operations and agency marketing were all a part of our greater strategy. Systems that would grow with this agency as they scaled was the primary focus.
The outcome
We worked together for 8 weeks creating workflows, emails, and client forms in Dubsado that took care of every step of their client’s journey. The forms looked like an extension of the agency’s website, their user experience was improved, and the agency no longer had to recreate every. single. touchpoint. from scratch. This client went from “duct-taping” her systems to being confident in what was being presented to their client.
This client said it best
I built things as I grew, with very little strategy or creativity, because I was growing quickly. Dubsado "got the job done," but I truly used the bare bones (and I didn't spend the time making the bare bones look too pretty). I had contracts, proposals, and invoices, but nothing was automated. I would dread sending out a proposal because it was customized every. single. time and would take me hours. The lack of automation was a big pain point, and the blandness of the forms I was sending to leads I knew didn't do anything for my customer experience.
Deciding to work together was really a big catalyst for so many things at the agency. Getting Dubsado and ClickUp organized, elevated, and ready to scale was the foundational work my business (and I) needed to feel comfortable and confident with the next level the agency is headed toward. Working with you was the biggest investment I've ever made in my business. You're the first expert I hired to come in and "fix" something for me. I've been doing it all myself, figuring it out as I go, so I think more than the actual time-back that the systems have given me, the project gave me the nudge to keep reaching for big goals because now I have the systems in place to support as we scale.
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