Case Study: Roundpeg (Indianapolis marketing firm) achieves scalable growth and streamlined client workflows with Intellistack

Marketing Firm Grows, Takes Formstack Along for the Ride

Roundpeg, an Indianapolis marketing firm that helps small businesses grow through branding, web design, and content, needed better ways to manage client intake, administrative tasks, and content/download workflows as it scaled. The team wanted faster quoting, smoother client communications, and tighter integration with tools like WordPress and Constant Contact.

Roundpeg relied on Formstack—integrating it with existing tools and using Number fields and calculated totals—to build an instant project-quoting tool and an all-in-one content plan for clients. The result was faster client onboarding, streamlined workflows, and expanded service offerings, helping the agency grow and share its expertise at industry events.

Roundpeg

Lorraine Ball

Creative Director