Problem Solver’s Consultants L.L.C. (PSC) is a digital marketing agency focused on helping businesses grow through effective, sustainable marketing strategies. Founded by Mike Ruffing, the company draws on years of experience working with large brands and tailors these insights to meet the unique needs of local businesses.

The agency is committed to transparency, communication, and measurable results, focusing on certified expertise across various digital platforms to execute campaigns that drive real business growth. Problem Solver's Consultants supports businesses by simplifying digital marketing, allowing them to focus on their core operations while ensuring continued success.

PSC wanted to modernize its campaign management and client collaboration approach. Their partnership with Formaloo became a pivotal moment in their operational transformation, allowing them to centralize processes, automate repetitive tasks, and provide clients with a seamless experience.

Challenges PSC faced before Formaloo

PSC faced several challenges common among growing digital marketing agencies. One major issue was scattered data and manual processes. Managing campaigns involved handling client information spread across spreadsheets, emails, and various disconnected tools, creating inefficiencies and making data retrieval cumbersome.

Additionally, there were communication gaps with clients. Clients often requested detailed campaign updates, but the PSC team could only provide them through time-intensive manual reporting, which sometimes led to dissatisfaction due to a lack of transparency. Inconsistent feedback and approvals also posed a problem, as campaign updates and client approvals relied on back-and-forth emails, slowing workflows and increasing the risk of missed deadlines.

Finally, the agency struggled with limited capacity for growth, as administrative tasks consumed much of the team's time, making it difficult to scale operations or onboard new clients efficiently.

Why Problem Solver’s Consultants chose Formaloo

After exploring multiple solutions, PSC selected Formaloo for its adaptability, user-friendly interface, and powerful features:

• 100%-white labeled: Formaloo allowed PSC to build unique, 100%-white labeled solutions tailored to client needs, without requiring coding expertise.
• Automation: By replacing manual workflows with automated processes, Formaloo freed up valuable team time.
• Unlimited custom domains: PSC could connect unlimited client domains to Formaloo. Display apps and forms under each client’s unique branding.
• Scalability: As PSC grew, Formaloo’s flexibility ensured their workflows could adapt seamlessly to handle increased demand.

• Client portals: with Formaloo PSC could create secure, branded client portals with easy access to reports and updates, ensuring personalized and protected experiences.
• Quick start with templates: With more than 200 ready-made templates, it’s super easy to get started with templates right away.

The Formaloo-powered solution

Using Formaloo, PSC created dynamic client portals to centralize communication and provide actionable insights. Each portal included:

• Real-time metrics: Clients could monitor key campaign performance indicators, such as ad spend, ROI, and conversion rates.
• Automated reports: PSC set up dashboards to generate weekly reports automatically, eliminating hours spent on manual creation.
• Collaborative features: Clients could easily provide feedback or approve campaign changes directly through the portal, enabling smoother collaboration.

Workflow automation

Key internal processes were automated with Formaloo’s intuitive tools, allowing the team to handle routine tasks like:

• Gathering client data through interactive forms.
• Automating notifications for approvals and deadlines.
• Tracking campaign updates in one place.

Improved feedback systems

Feedback and testimonial forms became standardized, ensuring all inputs were efficiently collected and reviewed. Automated alerts notified team members whenever action was required, reducing response times.

Growth in numbers

Formaloo’s implementation brought significant improvements to PSC’s operations, resulting in enhanced efficiency, stronger client relationships, accelerated growth, and increased team productivity. By streamlining processes and automating repetitive tasks, PSC was able to focus more on high-value activities, leading to measurable gains across key areas of their business.

• Operational Efficiency:some text
  • 60% reduction in manual work, allowing the team to focus on high-value tasks (strategy development, client engagement).
  • Saved over 10 hours per week by automating repetitive processes.
• Stronger Client Relationships:some text
  • 40% increase in client satisfaction ratings due to improved transparency and real-time data access.
  • Clients valued the professional appearance and functionality of personalized dashboards.
• Growth and Revenue:some text
  • Onboarded 30% more clients in six months, leading to a 15% revenue increase during the same period.
  • Referrals grew by 20%, driven by impressed clients and streamlined processes.
• Team Productivity:some text
  • Employees reported a 40% increase in productivity by eliminating redundant tasks and unclear communication channels.

Key features clients loved

PSC’s clients were particularly impressed by the:

• Live campaign metrics: Access to real-time insights empowers clients to make informed decisions.
• Seamless feedback systems: Custom forms eliminated delays in approvals, fostering faster campaign execution.
• Professional dashboards: These gave clients confidence in PSC’s services, showcasing campaign data with clarity and polish.

"Formaloo has revolutionized how we interact with Problem Solver’s Consultants. We now have instant access to everything we need, and the transparency is a breath of fresh air." - Client

Lessons from the case

1. Transparency Builds Trust: Clients appreciated PSC’s new approach to campaign reporting, which made them feel more involved and informed.

2. Automation Increases Capacity: By freeing up time through automation, PSC was able to focus on delivering innovative solutions and growing its client base.

3. Customizability is Key: The ability to create tailored forms and dashboards ensured PSC’s workflows aligned perfectly with their business model.

By the numbers

• 10+ hours saved weekly through automation.
• 30% increase in client onboarding within six months.
• 40% improvement in client satisfaction ratings.
• 15% revenue growth in the last quarter.
• 60% reduction in manual processes.

This case study demonstrates the transformative potential of Formaloo in elevating digital marketing agencies. Problem Solver’s Consultants not only improved their internal workflows but also set new benchmarks for client engagement and satisfaction.

Your success story starts here, with Formaloo

Every business has unique challenges. Like Problem Solver’s Consultants, you can transform your operations with a customizable, centralized platform that adapts to your needs. Whether you’re streamlining workflows, providing services for your clients, or ensuring compliance, Formaloo is here to help.

Schedule a Demo today and take the first step toward revolutionizing your business operations.