Martech Startup — ClickUp CRM + Automations (partners of Uber Eats, L’Oréal, Netflix)

Data fragmentation across siloed tools forced the team to waste up to 20 hours per week on manual updates and copy-pasting, throttling client service and slowing product deployment.

We turned Milk & Honey’s website into a refined digital showcase of true luxury and craftsmanship.

We turned Milk & Honey’s website into a refined digital showcase of true luxury and craftsmanship.

The Challenge: Data Bottlenecks and Slow Deployment

Milk & Honey, like many rapidly growing service businesses, found themselves trapped in manual administrative work. Founders were spending an average of 10 hours per week simply managing inquiries, sending follow-up emails, and trying to track the status of potential bookings using scattered spreadsheets and inboxes

The Challenge: Data Bottlenecks and Slow Deployment

Milk & Honey, like many rapidly growing service businesses, found themselves trapped in manual administrative work. Founders were spending an average of 10 hours per week simply managing inquiries, sending follow-up emails, and trying to track the status of potential bookings using scattered spreadsheets and inboxes

The Challenge: Data Bottlenecks and Slow Deployment

Milk & Honey, like many rapidly growing service businesses, found themselves trapped in manual administrative work. Founders were spending an average of 10 hours per week simply managing inquiries, sending follow-up emails, and trying to track the status of potential bookings using scattered spreadsheets and inboxes

01

Manual drag from fragmented data

Initial customer response times stretched from hours to sometimes a full business day, leaving high-intent leads waiting and often moving on to competitors.

02

Slowed Product Deployment

The founders lacked a real-time, unified view of their sales pipeline, making it impossible to predict revenue accurately or identify where leads were getting stuck.

The Solution: Instant, Organized Lead-to-CRM Flow

This high-growth Martech startup—whose clientele includes industry giants like Uber Eats, L’Oréal, and Netflix—was facing a significant internal challenge that threatened to slow its innovation. As its sales and community teams grew, the process of onboarding new clients, routing internal data, and generating reports became a tangled mess.


The core problem was data fragmentation. Information lived in multiple siloed tools, forcing team members to spend up to 20 hours per week on tedious, error-prone tasks like:


  • Copy-pasting lead details from the intake form into the sales tracker.

  • Manually moving client data between project management and billing systems.

  • Compiling weekly performance reports by hand.


This administrative drag meant the team was focused on data entry instead of shipping high-value client work.

The Results: Productivity Multiplied

The new ClickUp CRM and automation system delivered dramatic, measurable returns, optimizing both time and output:

01

Time Reclaimed

The immediate elimination of manual data movement saved the team approximately ~20 hours every single week, freeing up staff to focus entirely on customer and product deployment.

02

Administrative Efficiency

We achieved a ~50% reduction in manual updates required for reporting and client management tasks, drastically improving data accuracy.

03

Increased Output

By clearing the internal bottlenecks and streamlining the workflow, the team’s overall productivity jumped significantly, resulting in 1.3 times more tasks shipped per week.

This operational overhaul established a stable, automated foundation, allowing the Martech startup to maintain its aggressive growth trajectory while serving its blue-chip client list with increased speed and efficiency.

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