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Industry

Media & marketing

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Audience

B2B

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Country

Canada

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Services

Digital transformation, Automation, CRM

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Challenges

The agency uses Google Sheets for its project management and didn't want to switch software. The problem was that this led to a lack of communication, resource management issues, and the repetition of manual actions with little added value.

Also, she wasn't fully utilizing Hubspot and found its cost too high.

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Solutions

We've automated Google Sheets, backed up resources to Dropbox, and automatically updated project management statuses.

We audited their Hubspot, recommended and migrated to ActiveCampaign.

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Results

We have automated over 1,300 projects in one year and over 1,000 emails.

The agency has since, thanks to these automations, started tracking its "Net Promoter Score" (NPS).

Simplified project management and automated file storage.

A simple, good value CRM.

Let's automate your projects

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Automation of project management and customer communication

For Hardline Creative, we implemented a Google Sheets automation solution to optimize project tracking and deliverable management.

 Spreadsheet Automation

  1.  Automatic Backup to Dropbox : Spreadsheets are automatically backed up to Dropbox, ensuring data security and easy access.
  2.  Dynamic Update : Updates are made automatically based on the creation or closure of new projects, ensuring that information is always up to date.
  3.  Simplified Work : Thanks to automation, managing spreadsheets becomes much simpler, reducing manual tasks and the risk of errors.
  4.  Simplified Reporting : Reporting is automated, making it easy to analyze data and generate accurate reports without extra effort.
  5.  Deliverable Storage : Automation ensures that all deliverables are stored in an organized manner in Dropbox, making them easy to access and manage.

 Results :

  •  Improved Efficiency : Simplify the project management process with automatic updates and secure storage.
  •  Reduced Errors : Fewer manual tasks reduce the risk of errors and improve data accuracy.
  •  Simplified Reporting : Automated reports for better project visibility and faster analysis.
  •  Organized Management : All deliverables are automatically stored and easily accessible, improving document organization.

 With this solution, Hardline Creative was able to efficiently automate the management of its spreadsheets, simplifying project tracking and deliverable management while ensuring better data security and accessibility.

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