Why CoordinateHQ is the Perfect Client Portal for Millennial Ventures
The Challenge
Founder Dr. Brandi Baldwin knew that embedding a client portal was essential to fueling the company’s growth. My Brand Makeover needed a way to add automation so that every element of projects, including contract signatures, copy review, deadline tracking, and forms, were part of the portal. As part of the selection process, Baldwin did an extensive review and evaluated several solutions.
The solutions considered included Monday.com and Copilot. The latter required many integrations before it was useful, and the interface was not intuitive, making it cumbersome and slow for clients to navigate and understand the status of projects. With Monday.com, despite the automations, it was challenging to manage client workflows alongside the internal team. Significant time was wasted going back and forth with clients to check on the status of tasks and deliverables. After thorough testing, none of the tools selected could support the needs of a client servicing organization like My Brand Makeover.
Systems Disqualified or Replaced
The Solution
Client capacity increased 4X over three months! Faster Delivery = Happier Clients: Projects move faster, deadlines are met, and everyone wins!
IMPACT
- Streamlined Communications - Before CoordinateHQ, communication was fragmented, resulting in significant time spent checking the status of tasks and deadlines with the internal team and the client.
- Automation Accelerated Delivery - With the software external and internal workflows are now automated and every touchpoint is streamlined with reminders ensuring everything remains on track. This allows everyone to focus on delivery rather than admin and project management.
- Centralized Information: Every file, form, and message is stored in the portal, eliminating the need to hunt for attachments or emails.
- Ease of integration – The tool was simple to integrate, aided by CoordinateHQ’s self-help videos that address every potential roadblock. The videos are targeted at business users and are easy to follow, which speeds up the integration. Additionally, the customer service team was highly responsive.
- Improved Quality Control - Operating processes are embedded through templates, ensuring every client engagement follows best practices and no details are missed. The end result is a repeatable high-quality service.
- Frictionless and Transparent Experience: Both clients and internal teams can view project status, deliverables, and deadlines in real-time.
Dr Brandi Baldwin, Founder & CEO, Millennial Ventures
CoordinateHQ truly understands the demands of a client servicing organization - automated follow-ups, real-time visibility, and scalable processes - ensuring nothing falls through the cracks. The tool has been built by people who understand processes, allowing us to rapidly scale while delivering a consistent quality product for our clients. The software is rock solid and the foundation of our future growth plans
CoordinateHQ truly understands the demands of a client servicing organization - automated follow-ups, real-time visibility, and scalable processes - ensuring nothing falls through the cracks.
Millennial Ventures helps organizations and people who are focused on the future of work. It recently launched a new company, My Brand Makeover, to assist professionals in optimizing their digital presence and enable them to navigate a career transition. The service amplifies an individual, so they become recognized, respected, and recommended.
CoordinateHQ helps you make your high-value customers successful.
CoordinateHQ ensures alignment and accountability throughout the customer life cycle.
Other benefits realized:
- Shorter time-to-value as your customers onboard faster
- Less risk from team handoffs and turnover of both your team or theirs
- Never lose track of renewals or expansion opportunities
- Make better decisions with accurate visibility into each customer’s health and status
If you're interested in learning more, you can setup a demo with our team here.
