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Case Study for Creative Agencies


(Digital Marketing agencies, Web designers, Photographer, Videographer, Copy writers, content writers)


Pain points:

-Tracking projects

-Tracking leads

-Customer journey imporvement


Tech Stack:

➡️Project Management: ClickUp & monday.com for project management

➡️CRM: Clickup, Airtable, HubSpot

➡️All-in-one: Dubsado

🔗Integrations across all industries: Zapier & Make.


Process improvement:

-Funnel setup

-Email Marketing tool implementation and integration

-Project Management tool setup with templates and automation


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