growth Management | client management
Fine Jewelry designer
Susie Saltzman offers an alternative to the traditional fine jewelry purchase. Her modern approach to timeless design embodies the brand mission – Make beautiful keepsakes that celebrate unique and personal milestones. Each design is effortless, easy to wear and offers something unexpected while still feeling as though it could have spanned generations past and those to come.
All materials used by Susie are sourced through environmentally responsible procedures, and great care is taken with the custom fabrication of each piece. Our goal is that everything from the experience to the finished product, be as close to perfect as humanly possible.
Proudly made in New York City.
Jewelry
1 - 5
60,000 - 80,000
Lover of custom, luxury + details!
10+ Years
Founder
Lack Of Internal Operations Management
Plateaued
Business Growth
Chaotic Client Management System
In ClickUp, we also built out a home for passwords management and SOP management to allow Susie to keep everything organized as she grows.
With everything consolidated into ClickUp, Susie has been able to cut down the hours she spends on clients and focus that time on other pieces of the business.
With ClickUp, we were able to build out important pieces of Susie’s operations. We built out a robust list for Susie to track vendors so she could easily track and retrieve their contact information and details.
We focused on creating ClickUp as a one-stop-shop to allow Susie to experience scaleable business growth.
We took her chaotic Excel spreadsheet and built it out into robust, manageable ClickUp lists.
With ClickUp, we were able to strategically systemize Susie’s client and lead management. ClickUp’s grouping and filtering features allowed us to set up multiple views for her system. This allows Susie to quickly see client and lead data at a glance.
Work With US
Ability for delegation and empowerment of team members.
More time for Susie to focus on the creative process in her business.
Increased quality of not only business functions, but also Susie's life.
Continued business growth supported by streamlined systems.