Smalby
A shared place for work and the conversations around it.
Software for tasks and client messages, with regular meetings to discuss and make improvements.
See how it works.
29 seconds · Silent walkthrough
Read the walkthrough transcript
Walkthrough of Smalby Sidekick from the client's side. The client submits a new request through a guided form and sees it join the project's task list. They answer a question in a task's thread, approve finished work in the same thread, and return to the dashboard to see project progress move forward.
- 0:01
The client opens one dashboard showing their projects, progress, and what needs their input.
- 0:04
A new request is described in a guided form: what’s needed, the details, a reference web address and a target date.
- 0:11
The request lands in the project’s task list alongside work already in progress.
- 0:15
Each task has its own thread, so questions and answers stay with the work.
- 0:20
When work is ready, the client reviews it in the same thread and approves it or asks for changes.
- 0:25
Back on the dashboard, project progress moves forward and the next request is already in the queue.
Chrome extension
Starting point
The agency needed a clearer way to organize work and communicate with its clients. Updates, requests, and task progress needed to be easier to follow.
What we built
The software gives the agency and its clients a shared place to follow projects and tasks. Clients submit requests through a guided form, see what needs their input, and communicate in a thread attached to each task. Finished work comes back for review in that same thread, where clients can approve it or request changes.
What happened next
50% higher client retention.
The software remains in use. We meet weekly with the team and add features as needs arise.
Ongoing work
A monthly agreement gives us time to review feedback, choose the next changes, and keep improving the software.
A similar challenge in your business?
Bring one recurring frustration. Let’s explore what could improve.