Case Study: Guard Up! achieves personalized customer experiences and increased retention with Method:CRM

How a Fencing School Delivers Personalized Customer Experiences With Method:CRM

Guard Up!, a family swordsmanship school in Burlington, MA, needed a way to manage detailed, long-term customer histories for more than 1,200 clients so each child’s progress and transaction history would be available years later. Owner Meghan Gardner also wanted a CRM that would integrate with QuickBooks Online to avoid duplicate data entry. She found Method:CRM on apps.com and selected it for its QuickBooks integration and customization capabilities.

Method:CRM was implemented and customized with Guard Up! to consolidate customer and sales data, enforce role-based access (so staff can see customer histories while Meghan retains financial access), and track leads and ongoing “stories” for each student. The solution gave the team visibility into customer history, employee productivity, and program performance, improved personalization across staff interactions, increased customer retention, and prepared the business for future franchising. Method:CRM’s customization and QuickBooks integration reduced administrative work and supported better business decisions.

Guard Up!

Meghan Gardner

Owner