Case Study: The Artisans achieve streamlined client onboarding and reclaim 10 hours/week with ClickUp

How Nicole Smith uses ClickUp Forms to Onboard Small Businesses

The Artisans, a small-business consultancy led by Nicole Smith, faced the challenge of delivering highly customized onboarding and operational systems for busy owners while keeping processes simple and affordable. To solve this, they turned to ClickUp, using the platform—especially ClickUp Forms—to centralize workflows, client intake, and even podcast production into one customizable workspace.

Using ClickUp Forms embedded in their client welcome page, plus automations and a Microsoft Teams integration, ClickUp helped The Artisans streamline data capture and day-to-day workflows, reducing duplication and manual steps. The result: a smoother, branded onboarding experience, faster podcast production, and at least 10 hours saved per week—time Nicole reinvests into growing the business and family life thanks to ClickUp.

The Artisans

Nicole Smith

Director