Case Study: Total Systems Overhaul with Brand Good Time
The Client
Lauren is the founder of Brand Good Time, a bold, creative agency that helps businesses grow through magnetic branding and marketing. When she hired me, she knew she was on the verge of major growth - but her backend systems were holding her back.
The Challenge
With multiple platforms in play and no central structure, things were getting clunky behind the scenes. Client onboarding was a time-consuming chore, communication felt inconsistent, and admin work was taking Lauren away from the revenue-generating tasks only she could do.
“I knew we were on the cusp of some major growth when we brought you on... I now spend significantly less time in the operations part of my business, and onboarding clients is something I no longer dread.”
The Solution
Our goal? Simplify the chaos and build a seamless system that supports Brand Good Time’s growth, without over complicating things.
Together, we tackled a complete operational overhaul, including:
✓ Client experience redesign inside HoneyBook
✓ Project onboarding & templates built out in Monday
✓ Zapier automations cleaned and optimized
✓ Copper CRM pipeline set up from scratch
✓ Custom Zapier + Handwrytten integration to automate client gifting, totally aligned with her brand values
We also built out new multi-step automations in Zapier that connected all the moving parts (HoneyBook, Monday, Copper, and Handwrytten) into a cohesive system. Think: automated onboarding, task creation, pipeline updates, and even personalized birthday gifts sent without lifting a finger.
The Results
Everything is now working behind the scenes while Lauren focuses on the work that matters.
“I’m spending less time on tedious admin tasks, less time trying to craft the perfect message, and less time overthinking. I can now spend more time on revenue-generating and client-fulfilling activities.”
✓ Streamlined client onboarding and project management
✓ A clear, mapped-out process that’s easy to stick to
✓ Reduced time in operations and decision fatigue
✓ A gifting process that delights clients and reflects her brand’s values
And that custom gifting automation I mentioned? She was obsessed:
“Probably my favorite thing we did together. Automating our gifting process for birthdays is going to be such a freaking game changer for us.”
Ready to trade chaos for client delight?
If your backend systems are making you dread onboarding or keeping you from growing, let’s change that.