Surties, a fast-growing media agency with a dedicated social media arm, Addit, moved away from scattered spreadsheets to manage content and campaigns. With Stackby, they streamlined distribution, unified workflows, and scaled with 10x productivity and doubled client retention.
10x
Increase in Productivity
60+
Team Members
100%
Improvement in Client Retention
Challenges
With over 60 team members and two businesses under one roof, Surties struggled with fragmented tools, inconsistent workflows, and poor visibility across content, social calendars, and client reporting.
Solution
Stackby helped them centralize every moving part from content planning and asset tracking to social calendars and reporting with AI automations and client-access features specifically designed for seamless collaboration.
Results
Productivity soared 10x, client retention doubled, and the business scaled from 2 to 20 clients in a year, all this while saving hours each week and strengthening client relationships across the board.
Surties, a prominent media production agency, focuses on distributing local news via social media platforms. They also run Addit, a marketing agency dedicated to empowering restaurants and local businesses with custom social media strategies to boost their online presence.
Despite their expertise in media production and marketing, they struggled with fragmented systems and an overwhelming number of tasks spread across multiple tools and teams. These problems made it hard for them to grow and keep clients happy so they started looking for a better way to do things.
Surties and Addit faced two core challenges that slowed down their operational efficiency and client satisfaction:
Fragmented Systems for Workflow Management
Surties, with a team of 60 employees, relied on Google Sheets for years to manage their news distribution. This approach proved to be cumbersome for tracking media assets, planning social media strategies, and overseeing competitors' activities. Without one central platform, their team was bogged down in manual processes, which reduced their overall productivity and collaboration.
Lack of Visibility for Clients and Internal Teams
Addit, a marketing agency serving restaurants and local businesses, was facing challenges around their social media content calendars. Both their internal team and clients lacked insights into scheduled posts, distribution timelines, and performance data. This gap created inefficiencies and contributed to a subpar client experience.
With goals to scale their marketing agency, optimize workflows, and improve client relationships, Surties needed a comprehensive solution.
We were using half a dozen spreadsheets to manage social media posts, campaigns, clients, and reporting — and still missing deadlines. Stackby gave us a single workspace to manage everything: content calendars, influencer outreach, campaign tracking, and even client reporting. We’ve saved hours each week, streamlined our workflows, and clients love the transparency. It’s like Airtable, but built with marketers in mind.
Keyur Modi
Founder of Surties Media & Addit Agency
Stackby emerged as the ultimate solution for Surties and Addit, providing a robust platform to tackle their challenges with precision and efficiency. Here's how they implemented Stackby to revolutionize their workflows:
Centralized Operations & Content calendars
Stackby enabled Surties to combine all their content distribution, media assets, and social media calendars into one unified platform. Teams could seamlessly manage every aspect of their workflows—from news planning to tracking competitors and beyond.
Real-Time Collaboration and Client Accessibility
By creating workflows optimized for content planning and media asset management, Surties ensured their team was always one step ahead of the competition. Addit's social media strategy greatly benefited from Stackby, allowing them to manage content calendars for all clients and provide clients with commenter-only access to their respective calendars. This created transparency and strengthened client trust.
Advanced Reporting and Dashboards
Management leveraged Stackby’s executive reporting features, including pivot tables and charts, to get a comprehensive view of operations. Detailed dashboards provided key insights across client projects, from social media content schedules to news distribution summaries.
AI and Automation Integration
AI-driven automations took repetitive tasks off the team’s plates. Automated content briefs, captions, and data summaries streamlined the day-to-day efforts, while integrations with Instagram, YouTube, and Facebook APIs allowed them to seamlessly track engagement and performance.
Scaling Multiple Functions
Surties didn’t stop at content and marketing management. Over 50 custom databases were created to streamline operations across marketing, content, public relations, sales CRM, HR, and logistics.
The implementation of Stackby transformed Surties’ operations, delivering impressive results:
10x Productivity Boost
The centralized solution eliminated the inefficiencies of scattered systems, leading to a 10x increase in productivity compared to their previous Google Sheets process.
Rapid Business Scaling
By optimizing workflows and streamlining processes, Surties grew their marketing agency business from just 2 clients to 20 within a single year.
Improved Resource Optimization and Client Retention
Through automation and streamlined collaboration, the team optimized their resource usage by 40%. This enhanced productivity translated into a 100% improvement in client retention rates, showcasing the agency's commitment to delivering above-and-beyond results.
Surties’ adoption of Stackby has been instrumental in driving unparalleled growth, efficiency, and client satisfaction in their business. By centralizing their operations and integrating AI-driven automation, they’ve not only streamlined their workflows but also built stronger relationships with clients. The improved visibility, transparency, and productivity have set a new standard for how they operate.
Looking ahead, Surties along with Addit plans to continue exploring additional functionalities within Stackby to further enhance their workflows and scale their business even more.
Does your team face similar challenges?, Try Stackby for free today.
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