- The Challenges
A fast-growing marketing agency faced mounting inefficiencies in coordinating client recording sessions. Their scheduling process relied heavily on back-and-forth emails, manual calendar management, and inconsistent client communication—leading to delays, missed appointments, and an administrative burden that pulled creative staff into operational chaos.
- Our Solution
We built a custom scheduling portal that streamlined the entire client workflow—from booking to final delivery. Clients could self-schedule appointments through a branded interface that synced with the agency’s availability. Make.com automations handled request routing, calendar sync, reminders, and internal notifications. The system also included a secure dashboard where clients could access and download their finalized content, eliminating the need for manual email handoffs.
- Key Results
Reduced scheduling admin time by over 70%
Improved client experience with a seamless booking and delivery portal
Minimized missed appointments with automated confirmations and follow-ups
Centralized content delivery reduced email threads and support tickets
Ready to Transform Your Business?
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