Project Brief
Double Take Projections had an inconsistent approach from initial enquiry through to quotation.
The team took the opportunity to review their processes and identified the need for a more systemised approach that would improve efficiency and enable them to scale.
A document review revealed multiple versions of spreadsheets and documents supporting the same processes. Project examples were also inconsistent, making it time-consuming to share relevant samples with prospective clients.
The challenge was clear: become more responsive to new project enquiries while maintaining quality and control.
- Caspio’s low-code environment with advanced workflow capability
- Rapid build of a working prototype
- Quotation templates and standardised examples
- Strong management and security
Project Information
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Client
Double Take Projections Ltd -
Double Take Projections are a creative and visual agency delivering permanent and pop-up interactive projection-mapping installations for agencies and brands of all sizes.
Introduction
An overview of Double Take’s work and the operational challenges impacting responsiveness and consistency.
The solution
What began as a quoting tool evolved into a full CRM, supporting the entire sales funnel — from portfolio sharing and FAQs to pricing, terms, and structured responses.
Project outcome
A more focused, scalable, and responsive sales process with clearer structure and improved client engagement.