Case Study: Agency 2.0 doubles client numbers and improves collaboration with Teamwork Projects

How Teamwork Projects Helped Agency 2.0 Improve Collaboration—and Double Client Numbers

Agency 2.0, a 15-person crowdfunding marketing agency known for its 200-step, 5-phase process and more than 250 successful campaigns, needed a more workflow-based, task-oriented platform after outgrowing Basecamp. They sought software to coordinate design, marketing and client tasks across their precise process, and chose Teamwork’s project management product, Teamwork Projects, to meet that need.

Teamwork implemented a task-and-milestone driven solution with templates and built-in collaboration tools that serve as the nexus for Agency 2.0’s projects and client communication. Using Teamwork Projects improved transparency, removed friction with automated workflows, sped onboarding, and—according to Agency 2.0—allowed them to double the number of clients taken on each year while supporting more than $37 million raised in the past two years.

Agency 2.0

Haley Sedam

Senior Account Manager