Healthcare
Kestrel Health ships patient features 40% faster
How a 120-person engineering team replaced weekly status meetings with one live dashboard.
Customer story
Harbor & Pine gives clients a live view of every project
A digital agency replaced status emails with shared client dashboards.
The story
Harbor & Pine builds websites and apps for 28 clients at a time. Account managers spent Friday afternoons writing status emails that clients skimmed at best.
Now every client has a branded, view-only dashboard showing progress, upcoming milestones and what the agency needs from them. Automated reports summarise the week every Friday at noon.
Clients love the transparency, account managers got their Fridays back and the agency's net promoter score rose 22 points in six months.
Highlights
Client dashboards
Branded, view-only and always current.
No status emails
Automated Friday summaries instead.
NPS up 22 points
In the first six months.
More renewals
Retainer renewals up 30%.
What they use
- Live dashboards
- Automated reports
- Client-safe views
Company facts
- Industry
- Digital agency
- Founded
- 2012
- Clients
- 28 active
- Plan
- Growth
Clients used to ask 'where are we?' every week. Now they just open their dashboard, and our conversations are about the work itself.
Tom CastellanosManaging Partner, Harbor & Pine
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