Case Study: Convince & Convert achieves operational transformation and boosts productivity with Teamwork Projects

How Teamwork Projects Changed the Entire Trajectory of Convince & Convert

Convince & Convert, led by Jay Baer, is a boutique consultancy and top-ranked content marketing resource that struggled to manage complex, deadline-driven work—especially with Jay traveling about 50% of the time—and had outgrown a previous competitor’s tool. To regain control of scheduling, task assignment, and consistent processes, they adopted Teamwork’s project management product, Teamwork Projects.

Teamwork Projects became the company’s nerve center by using task templates and backward scheduling from known completion dates, plus notifications, notebooks, discussions, files, and automated assignments. That approach lets Convince & Convert automatically plan work months in advance (for example, prepping a UN presentation three months out with tasks like sending a bio the day before and AV requirements seven days prior), is used across every department, and has so improved efficiency and organization that the team says they “literally could not operate the business without Teamwork Projects.”

Convince & Convert

Jay Baer

Founder