Transforming Hello Indee’s Operations to Support Sustainable Growth

 

Company Name: Hello Indee - Independent Marketing Masters on Demand

Industry: Marketing

Stage of Business: Scaling

 

The Challenge

Before working with Fierce Decorum, Hello Indee struggled to manage back end operations for their team as their client load increased. From creating and sending proposals, managing client invoices, tracking their team's time, and managing the growing team, there were too many things AND systems to manage effectively. As a result, simple tasks were taking far too much time, they were spending too much money on systems that didn't adequately address their needs, and balls were still getting dropped.

 

Key Areas That Needed Attention

Operations & Systems – Too many systems that didn't address the unique needs of Hello Indee, manual processes that needed to be automated, and lack of clear processes internally and externally.

 

The Solution & Our Impact

Fierce Decorum worked closely with Hello Indee to create a tech stack that properly addressed the unique needs of their business model, resulting in:

  • An efficient and clear way to track team hours, invoices, and tasks.

  • A streamlined way to track client projects and invoices reducing the amount of admin time spent on invoicing.

  • A clear client project profitability template to help properly price client projects.

  • Documented client and Indee (contractor) task management processes with corresponding SOPs.

  • Defined and document client and Indee onboarding and offboarding processes with corresponding SOPs.

  • Updated and clarified the proposal and contract creation process with new tech and new SOPs.

 

Scope of Work

  • Operations Strategy

  • System Builds & Automation

 

Key Deliverables

  • ClickUp setup

  • Custom workflows & automations

  • New pricing & proposal templates

  • SOP library for scalable growth

 
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