Case Study: Clear Digital achieves higher client confidence and streamlined digital project tracking with Smartsheet

Clear Digital Uses Smartsheet to Increase Client Confidence by Seamlessly Tracking Website and Digital Projects

Clear Digital is a 26-year-old B2B digital agency specializing in web design, development, UX/UI, and brand strategy. The company faced fragmented project management—teams relying on emails and spreadsheets—causing inconsistent processes, missed handoffs, and a variable client experience.

Standardizing on Smartsheet (used by the firm for nearly 10 years), Clear Digital implemented Control Center templates, dashboards, and automated workflows to track 20+ projects across creative, development, marketing, and client services. The change delivered real-time visibility and proactive risk alerts, boosted project-manager efficiency by about 40–50%, increased client confidence, and helped sustain a 90% client retention rate while enabling the agency to scale to larger, more complex engagements.

Clear Digital

Annie Raygoza

Director of Client Services