Customer storyB2B & SaaS social11 people · 22 clients

HATCHMARK hired a designer to fix a problem the tool was causing

Revision rounds averaged 3.8 per post. They assumed it was a creative problem. It was that every client could read every internal comment.

HATCHMARK migrated off Trello
3.8 → 2.1average revision rounds per post
22client workspaces, one queue
11team seats, none of them billed per user
“Round three was never a quality problem. The client was re-arguing things we had already settled, because they could still see us arguing.”Odessa Ruiz, head of operations, HATCHMARK

The expensive misdiagnosis

HATCHMARK ran a clean kanban in Trello: a list per stage, a card per post, the client invited as a guest. Rounds averaged 3.8 per post, which the leadership read as a creative quality issue. So they hired another designer.

It did not move the number, because the number was never about the work.

What was actually happening

What changed

Scoped rounds did most of the work. Each round of feedback gets its own thread, and resolved comments archive with the round instead of following the post around forever. A client opening round two sees round two.

Internal discussion moved to team-only threads that clients never see, so the team can argue properly and the client receives a decision rather than a debate. Boards also carry a revision limit, so “one more small thing” has a defined end.

Where they are now

Rounds fell to 2.1 with the same creative team and the same brief. The designer they hired to solve a problem they did not have now works on new business. And because seats are unlimited, the whole client side gets invited rather than everything funnelling through one overloaded contact.

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