Case Study: Karla Massiel achieves a streamlined customer journey and saves 14 hours/week with ClickUp

Docs in ClickUp Help Karla Massiel Map the Customer Journey

Karla Massiel is an entrepreneur, creative director, and project manager who helps early‑stage Latin American founders design branding, websites, and customer journeys. She needed to consolidate scattered tools and reduce context‑switching when developing digital products and managing client projects, so she turned to ClickUp, primarily using ClickUp Docs and the Zoom integration to centralize strategy, tasks, and meeting records.

ClickUp helped Karla build one‑page product strategies, create and assign tasks directly from Docs, and attach Zoom recordings to tasks, eliminating multiple apps (Asana, Trello, Google Docs) and streamlining workflows. As a result, ClickUp saved her at least 14 hours a week, improved customer service and team coordination, and freed up time to win new clients and iterate on the customer journey.

Karla Massiel

Karla Massiel

Karla Massiel