Case Studies > String Marketing
How String Marketing Eliminated 20+ Hours of Project Management Work Each Week
Find out how String Marketing uses Motion.io to streamline project management and automate client document collection to complete projects faster, produce better customer results, and run a more profitable business.
20+
hours saved
in project management work each week
2 x
faster
client document and feedback collection
90%
less time
required to update internal workflows
About String Marketing
String Marketing is dedicated to empowering health practitioners and helping them create distinctive brands that resonate and inspire. By developing powerful brand narratives and implementing marketing strategies that foster genuine connections, String Marketing has helped over 400 practitioners around the globe grow and scale their businesses.
Industry:
Marketing
Company size:
5 employees
Location:
International
Use case:
Onboarding
The Problems They Wanted to Solve
With 15 years of experience in the industry, String Marketing offers a wide range of services to the dieticians and health practitioners it serves, including website and funnel development, strategic planning, and ongoing support for its in-house software.
While String Marketing has an impressive track record developing powerful brands and thoughtful marketing initiatives with the 400+ practitioners it has worked with, the tools its team has been using since the business’s earliest days started to get in the way of growth.
The limitations of their previous tech stack became especially evident in the client onboarding process, where team members often had to send manual follow-up emails or jump on video calls to explain to clients what information they needed and how to provide it.
As Founder Stephanie Hofhenke explained:
“In the onboarding process and our work with clients, it felt like before, we had this piecemeal approach. Even though we had a project management system, it wasn’t something we could give clients access to because that’s where our messy internal stuff happens.”
The Tools They Used Before Motion.io
Before implementing Motion.io, String Marketing’s client onboarding, document collection, content feedback, and design approvals were almost entirely manual processes involving spreadsheets, Google Docs, emails, and live meetings.
When asked about the tools her team used before Motion.io, Stephanie Hofhenke noted that:
“As much as we wanted to make our onboarding process smooth and automated using Google Docs, it always fell short. Some of our clients don’t use Google Docs, making it challenging to know if they had viewed information or reviewed a design or content.”
Another pain point with String Marketing’s previous system was how laborious it was to make adjustments to internal processes or workflows:
“Because we usually have 25 – 30 clients going through our pipeline at any given moment, making a process change required us to update each customer’s Google Docs dashboard individually. Because of the required work, we often pushed off updates to our process for six months or even longer to ensure we had the capacity.”
The Motion.io Solution
Motion.io provided String Marketing with a robust solution that addressed multiple pain points in their workflow. Here is a detailed breakdown of the ways Motion.io has benefitted String Marketing:
Faster Project Completion
Motion.io has allowed String Marketing to automate its processes for client onboarding, document collection, content feedback, and design approvals while empowering team members to quickly understand the status of each project and where additional involvement may be needed:
“We no longer have to track back to email threads to figure out if the information was requested from a client and if our team received that information or not. We have access to that data right in our dashboard.”
Leveraging Motion.io’s automated reminders, String Marketing has also been able to ensure clients provide the information they need when they need it without team members having to follow up. This has had some significant benefits for both the business and the clients it serves.
“Our projects are moving forward faster, which helps us be more profitable and produce better work for each client we work with.”
A Better Client Experience
With Motion.io, String Marketing transitioned from a disjointed system to a cohesive project management tool that facilitated better communication and collaboration. By providing clients access to all of the information they need in portals fully white-labeled to their brand, String Marketing has not only improved client satisfaction but also reduced the time it takes for clients to complete tasks related to their projects:
“In the past, I was constantly getting called into delayed projects because a client hadn’t provided information. The reality was that sometimes clients just wouldn’t read the emails we sent them. With Motion.io, when we need clients to do something, they simply click a magic link and are taken directly to the task we need them to complete.”
More Efficient Project Management
In addition to completing projects faster and providing a better experience for their clients, Motion.io has also enabled String Marketing to eliminate over 20 hours of project management each week – time once spent updating dashboards and sending follow-up emails to clients.
These time savings have had significant impacts on their profitably:
“Last fall, around the time we were onboarding to Motion.io, we were actually looking to hire a full-time project manager. I ended up not needing to hire another project manager [because of Motion.io].”
Stephanie also explained how much easier it was to update their internal processes and workflows by utilizing features like Motion.io’s Global Template Updates and Task Imports:
“Our processes change all the time, but before Motion.io, it was very laborious to implement those changes. Motion.io makes it so easy to pivot and make changes on the fly, and the ability to make changes to things like a list of tasks and apply them to all of our active client projects in seconds has been so valuable for us.”
Looking to the Future
Motion.io has helped transform String Marketing’s operations. As Stephanie pointed out, because Motion.io serves a unique purpose in her business, String Marketing will be a customer for years to come:
“Motion.io gave us the interface we had been looking for, one that combined client collaboration with project management so our team can communicate with customers while keeping all of the information related to projects in one place.”
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