Jeri, a talented Shopify seller, creates personalized embroidered products like custom sweatshirts, baby quilts, and stuffed animals. As her business grew, she found herself overwhelmed by the time-consuming process of managing customer inquiries and order details via text messages.
This inefficient system led to work-life imbalance, scattered information, and mental overload. Seeking a solution, Jeri partnered with our Co-Found Meagan, who implemented a comprehensive automated workflow using custom order forms, SmartSuite integration, and ClickUp task creation. The result was a streamlined process that saved Jeri at least 10 hours per week, improved customer experience, enhanced productivity, and allowed her to focus more on her creativity and family time.