Case Study: Surfkin Media achieves streamlined client onboarding and saves 7 hours a week with ClickUp

How Automations in ClickUp Help Audrey Penninckx Streamline Her Client Onboarding Process

Audrey Penninckx, an inbound marketing consultant and COO of Surfkin Media, faced repetitive, time-consuming client onboarding tasks that kept her from focusing on growth. She adopted ClickUp—specifically its Automations feature and integrations—to create a system that would eliminate manual steps and scale her intake process.

Using ClickUp automations (and integrations via Zapier with Dubsado) Audrey automated client folder creation, status changes, and task workflows while using ClickUp’s task sharing to improve transparency with clients. The ClickUp solution centralized her work, reduced stress, and saved about 7 hours a week—time she now spends on content, social media, and revenue-generating client work.