Creating A White-Glove Client Experience + Prepping For Growth With ClickUp
DreamPro
course creation
CLIENT EXPERIENCE | GROWTH MANAGEMENT
Ariel Schiffer is the founder & CEO of Dreampro, a boutique course design agency that offers DIY solutions and done-for-you services for entrepreneurs and small businesses that are looking to create or revamp their courses.
Ariel has been creating courses for nearly a decade for Fortune 50 Companies, non-profit organizations, private companies, keynote speakers, and entrepreneurs. Her mission is to "take out the digital trash" and improve the quality of learning in the online business industry.
ARIEL SCHIFFER
The founder
Digital Course Design
INDUSTRY
15 to 20
TEAM SIZE
0 - 20,000
AUDIENCE
Entreprenuers + Business Owners
IDEAL CLIENT
Ariel Schiffer
Founder
It wasn't just setting up [ClickUp]; it was helping me think through ways to improve my business. Ways to improve my systems and operations. Thinking through holes and ways to make things better.
"
Messy
Team Communication
Lack Of Systems For Future Growth
Unclear Client Management
The Challenge
Centralized Team Communication
We built out ClickUp to formalize Ariel's course creation process and manage all of the moving pieces of running an agency with ease.
We focused on creating ClickUp as a one-stop-shop. We set up systems for managing company resources, setting and tracking goals, organizing internal operations, prepping for team growth, and so much more.
Systems For
Future Growth
We built a system where the team can clearly see all project aspects and personal responsibilities all while allowing the client to transparently see the process unfold before them.
We also created client dashboards to keep all of the client-facing materials organized. This creates a centralized location for client communication where the client can be in the know at all times.
White-Glove
Client Experience
Our Solution
We created systems in ClickUp for Dreampro to manage their high-touch client process from start to finish. From creating dashboards, lists, and board views, we were able to create a one-stop-shop for all client and internal projects.
With all of Dreampro's client management process in one place, this allows for reduced team and internal communication.
Ability to track fundamental data to maximize productivity for their course creation services.
Continued massive team growth with ease and efficiency.
Ability to consistently and strategically up-level their business all while saving time and stress.
Reduced team communication and ease of retrieving and tracking conversations.
The Results
Work With US