Case StudiesJanuary 12, 2026Updated January 12, 20261 min read
Marketing Agency Example
Case study: Marketing Agency Example.
Customer snapshot
Industry: Performance marketing
Team size: 24 people
Use case: Scaled onboarding for retainers
The challenge
Retainer clients needed repeatable onboarding without sacrificing personalization.
Why Synerdeck
The team chose Synerdeck to replace scattered email threads and ad hoc checklists with a branded client portal and reusable templates.
Results
- Onboarding playbooks for 3 retainer tiers
- Improved handoff between sales and delivery
- Reduced time spent chasing access credentials
Quote
"Our clients finally know exactly what happens next. That clarity changed how professional we feel from day one." — Client Services Director, Peakframe
Key workflows
- Template-based onboarding for every new client
- Automated reminders for overdue tasks
- Centralized document collection in the portal
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