In this case study, we’re taking a look at our project with Grafted! Grafted is a lifecycle marketing agency that serves tech brands with mobile applications. They support their clients by building out email, push notifications, and in-app message automation.
As Grafted grew, co-founder Jackson Yomogita found that he needed help making HoneyBook work for the business. Managing the actual CRM and the tasks involved was taking too much time and energy. They needed a way to automate functions that supported their growth and freed up precious work hours.
That’s where we stepped in with a solid strategy, custom automations, and on-brand assets to improve their workflow. Check out the full HoneyBook case study for our friends at Grafted below!
As Grafted began to really scale, Jackson realized that the following tasks were beginning to take up too much of his time:
Everything felt “very manual,” as Jackson said. While HoneyBook wasn’t the problem itself — they had been using the CRM for three years — Jackson realized that they could be using it in an easier, more streamlined way for their unique business.
Knowing that their already busy team didn’t have the time and energy to find solutions on their own, Jackson hired DaSilva Life for the job.
To help Jackson free up time on his calendar, plus streamline all those manual workflows, we hopped on a kickoff call to uncover and outline what assets are needed.
For example, we figured out that Grafted needed:
These notes and assets were then sent to our copywriter and graphic designer, who brought them to life. The canned emails were just one part of the equation, however.
We also built other assets: smart file templates, active templates, a lead form, and a call scheduler. You can see in the testimonial video above how simple and seamless this call scheduler makes things for both Grafted and their clients.
When you work with our team, we’ll help you figure out which assets fit best into your client flow, taking the customer experience to the next level. We’ll then bring those assets to life with custom banners, thumbnails, brand colors, on-brand voice, and more.
After implementing these changes and automations, Grafted’s workflow has totally changed. Jackson and his team no longer have to spend countless hours using HoneyBook. Now, they use HoneyBook strategically to communicate with their clients, move leads through their sales funnel, and manage contracts with ease.
Jackson said:
“I would recommend DaSilva Life to anyone on the HoneyBook or ClickUp platforms regardless of your current level of expertise. There are without a doubt areas that the DaSilva Life team will be able to find optimization opportunities that will pay dividends for you in the years to come.”
Thanks to Jackson for his kind words, and to Grafted for choosing us for their HoneyBook build! If you’d like our team to organize and streamline your business systems, or if you want to chat about other ways we can help you, reach out today!
