Customer storyCreative & brand8 people · 9 clients

bureau nine stopped onboarding clients onto project-management software

Every new client meant a walkthrough call, a login, a permissions decision, and a slow trickle of “sorry, where do I find this again?”

bureau nine migrated off ClickUp + Slack
0client accounts to create, explain or reset
1 linkthe entire client-side experience
9clients reviewing from their phone
“We were training restaurant owners to use ClickUp. Nobody hired us for that.”Halim Fadel, partner, bureau nine

The service nobody asked for

bureau nine did what a lot of good studios do: picked a serious project-management tool and configured it properly. The configuration was the easy part. The hard part arrived with every new client, in the shape of a walkthrough call and a login.

Clients are not project managers. Asking a founder to navigate a task tool to approve a photo is asking them to do a job they did not hire you for, and they respond the way anyone would. They put it off.

What was actually happening

What changed

The client side collapsed into a single link on bureau nine’s own domain, with their logo, their colours and their sending address. No account, no password, nothing to install. The work is the first thing on screen and approving takes a thumb.

Internally almost nothing changed. Same stages, same review discipline, same standards. What changed is that none of it is the client’s problem any more, and nothing on the client side carries anyone’s branding but theirs.

Where they are now

The walkthrough call is gone from onboarding entirely. Clients connect their own accounts through a guided flow and set the hours they are happy to post in, so nobody is exchanging passwords over Slack. And every reviewer on the client side is free, so approvals no longer bottleneck on one person.

Run your clients the way bureau nine does

A workspace per client, one link for approval, publishing and reports that follow on their own.

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