How We Helped Katalyst PR Streamline Client Management and Scale Smarter

testimonialcase study

Apr 19

Written By Tiffany Hoeft

Company Name: Katalyst PR

Industry: Public Relations

Stage of Business: Scaling

The Challenge

Before partnering with Fierce Decorum, Katalyst PR found themselves struggling to keep up with the growing demands of their expanding client roster. While they had some processes and general task lists in place, there was no centralized system to track client work, manage deliverables, or ensure nothing slipped through the cracks. As their client base grew, the need for a more organized, efficient workflow became clear—they needed a system that could support their next level of growth without creating additional chaos.

Key Areas That Needed Attention

Project Management System: A centralized space for the team to track client tasks, organize meeting notes, and manage workflows efficiently.
Task Consistency: A reliable way to standardize client task management across the team, minimizing errors and missed deliverables.

The Solution & Our Impact

Fierce Decorum implemented a fully customized ClickUp build to solve these challenges, resulting in:

Streamlined Task Management: We designed a ClickUp space and task structure tailored to the Katalyst team’s specific workflow, making project management intuitive rather than burdensome. The system now enhances how the team operates instead of forcing them to adapt to a rigid template.
Client Task Templates: We developed customized client task templates to ensure consistency, reduce missed steps, and simplify client service delivery.
Clear Team & Client Task Overview: Through customized views and dashboards, the team can now easily manage and monitor projects, client work, and internal operations. Everyone can see what matters most in a way that makes sense for their role.
Organized Sales Pipeline: We built a clear, easy-to-manage sales pipeline within ClickUp, helping the Katalyst team track leads and nurture potential clients without letting anything fall through the cracks.

Scope of Work