Case Study: ConvertKit doubles project velocity with CoordinateHQ

ConvertKit Increases Both Project Velocity and Volume 100% with Coordinate

ConvertKit, a marketing platform for creators, faced significant challenges managing its critical customer migration projects. Their process was entirely manual, using a disjointed combination of Basecamp and Monday.com that made tracking project status difficult and creating new projects time-consuming. This lack of visibility and automation hindered their team's efficiency.

By implementing CoordinateHQ, ConvertKit consolidated its tools and automated project creation. The solution provided clear cross-project visibility and a client portal for customers, which improved communication and the onboarding experience. As a result, ConvertKit achieved a 100% increase in both project velocity and volume with the same team, saved 40 hours per month, and saw a 17% increase in new customer retention, directly impacting revenue.

ConvertKit

Becky Linot

Implementation Lead