Mighty & True's New Client Portal: A Simple Breakdown
Mighty & True is a marketing agency that works with tech companies. They were facing a big problem. Their old system, Milanote, was slow and not user-friendly. It was taking up too much of their team's time, and their clients weren't happy with it.
When they reached out to me, it was clear to see that Mighty & True needed a new solution, and they needed one ASAP.
Mighty & True: How I Turbocharged Manual Chaos to Streamlined Automation with Glide
Mighty & True's team was spending hours entering data into Milanote. Every project detail, every client note, and every update all had to be typed in manually by hand. This process was tiring and left a lot of room for human error.
On top of that, their clients found the system hard to navigate. It wasn't clear where to find information or how to use the features.
Using Glide as a Solution and What I Did To Help Mighty & True
I started by really understanding the issues with Milanote. I talked to the team, listened to their frustrations, and noted what clients were saying. With this information, I was able to design a system that would solve these problems. The main goal was always clear: make things straightforward and easy for both Mighty & True and their clients.
Then, I stepped in to create a new client portal with Glide tailored to their needs. This wasn't just any system; it was built with Mighty & True in mind. The new portal:
Let clients create projects easily: They can also choose who gets to see each project, keeping things private when needed.
Has a simple space for uploading deliverables: Team members and clients can check off milestones as they're completed.
Incorporates Mighty & True's Playbook framework: Every project follows their playbook, making the workflow consistent.
Grants administrative oversight to all: Whether it’s users, clients, or projects—this means everyone involved has a clear view of what's happening.
Implements strategic notifications at crucial stages: This ensures that everyone is kept in the loop and communication flows smoothly.
The Final Product
With the new portal in place, things changed for the better.
Mighty & True’s clients now have a clear space where they can start projects, review work, and track progress. The feedback was thrilling. Kevin Kerner, a big voice at Mighty & True, mentioned how this new system was changing the way companies and agencies work together.
“This is going to change how companies interact with agencies. I’ve been doing this for 30 years, and I’ve never had a developer that has been this easy to work with.” - Kevin Kerner, Founder & CEO