Margin Notes Studio
·
Agencies
New clients set up in 20 minutes, not two days
[
2 days
→
20 min
]
time to set up a new client
Service
Client and staff onboarding
Weeks to live
2
Built with
Notion · Google Workspace · Slack · Xero
Client contact
Jess Morley
The workflow we built
Five steps, no hands, every time.
Live workflow
5 steps
01
Proposal accepted
Ran
02
Client added to Xero
Ran
03
Folders and boards created
Ran
04
Kick-off booked
Ran
05
Welcome email sent
Ran
Our clients notice. The welcome pack, the folders, the kick-off invite, it all just turns up.
Jess Morley
·
Studio director
Where they started
A 14-person design studio taking on two or three new clients a month, with a nine-step setup checklist that lived in the director’s head.
What we built
One trigger, the accepted proposal, that creates the client in Xero, the Notion workspace, shared folders, a Slack channel and a kick-off invite.
What changed
Setup went from two days of scattered tasks to twenty minutes of checking. Nothing gets missed, and the first impression is consistent.
More results
Other teams, other numbers.
[
31
→
4
h a week
]
office time spent on enquiries
Lantern Street Plumbing
·
Trades
Typeform · HubSpot · Twilio · Slack
Read the case study →
[
5
→
1
days to close
]
time to send month-end packs
Ledger Lane Accounting
·
Accounting
Xero · Google Sheets · Make · Slack
Read the case study →
[
18%
→
12%
]
missed appointments
Slow Hill Physio
·
Clinics
Cliniko · Twilio · OpenAI · Gmail
Read the case study →
Find your first ten hours a week.
Book a 20-minute call. We’ll ask how work moves through your team today and tell you honestly what’s worth automating.
20 min
first call, no slides
1 week
for a written, costed audit
$1,500
fixed, yours to keep