The Challenge
Scattered Data
Juno Creative had tools. Too many of them. Harvest for time tracking, Monday.com for tasks, Notion for documentation, none of them connected, none of them used to their full potential.
Data was scattered everywhere, and the team had no single source of truth. Onboarding a new client meant repeating the same manual steps across multiple platforms every single time.
Our Strategy
Making Data Flow Smoothly
We stripped the stack back to three tools: Cone for proposals and invoicing, ClickUp for project management, and Dropbox for file storage.
Then we automated the entire client journey from quote to kickoff. When a client accepts a quote in Cone or pays an invoice, they are automatically onboarded into ClickUp. Project folders, task templates for designers, and client records are created without anyone lifting a finger.
The client's data is saved to the CRM, the right Dropbox folders are generated, and access links are shared automatically.
The Results
10 Hours
Saved Weekly
40%
Increased Onboarding Speed
20%
Money Saved on Tools
Full client onboarding runs automatically from signed quote to project setup
Hours saved per client on manual admin and setup work
Clear structure across every project, every time
One stack, fully used, no scattered data
Words from Paul McGarry (CEO)
Before we started, too much of our workflow was manual and it was becoming a headache. We had a few different systems in play, but they weren’t connected properly, so there was more admin and double handling than there needed to be.
Paul helped us move off Harvest and Monday and bring that side of things into ClickUp, which saved us money and also gave us one central place to manage projects properly. That alone made things easier, but he also built out a much better overall workflow for us.
He connected Cone to ClickUp so that when a proposal gets accepted, the project and tasks are created automatically in ClickUp, and the folder structure is set up in Dropbox as well. He also tied the invoicing side into Xero, which has made the backend much more streamlined.
What stood out most was how much smoother everything felt once it was all up and running. It cut out a lot of repetitive work and made the day-to-day workflow a lot easier to manage.
I’d recommend TINKR to any business that wants to tighten up its systems and get rid of unnecessary manual admin. They’re especially good if your business has grown to the point where your tools need to start talking to each other properly.