8 min demo
Industry
SaaS
Use case
Before
After
Sabina Pons, CEO of Growth Molecules, knows what it takes to deliver world-class customer experiences. As the leader of a boutique customer success advisory firm supporting over 80 B2B SaaS companies a year, her goals are clear:
With clients spread across three continents and up to six consultants involved in a single engagement, Growth Molecules needed more than spreadsheets and Slack channels to scale.
Like many young consulting firms, Growth Molecules started out lean—managing work through Google Sheets and defining projects by Slack channels. But as the team scaled, this cobbled-together system quickly became a bottleneck.
“It was all manual. No system connectivity unless you’re building out crazy macros. And even then—no collaboration, no visibility into budget burn, no way to do proper capacity planning.”
With multiple service lines running simultaneously—advisory, fractional leadership, and system integrations, keeping track of progress and scope across different teams became a struggle. Sabina didn’t have a clean, executive-level view of what was happening across the business.
Without a single source of truth, the internal team was spending hours in status meetings. Customer syncs, too, often became long readouts instead of strategic conversations. The team knew they needed a more structured and scalable way to work.
Rocketlane helps them show up to every client interaction with polish, structure, and clarity. For clients who want to collaborate directly, Rocketlane provides a central place to tag team members, capture decisions, and track inputs—especially useful for technical projects like system implementations.
“We share our screen during meetings to show project progress. It’s clean, intuitive, and aligns with what clients expect from us.”
With Rocketlane’s dashboards, Sabina can slice and dice data across projects, service lines, and even by team members. The team also uses Rocketlane internally to manage their marketing workstreams, social calendars, conference planning, and more.
“We now have over 80% of clients buying more from us. With Rocketlane, we can say: ‘Here’s where we are, here’s what we recommend next.’ That visibility drives expansion.”
The internal team now spends less time in meetings and more time on value-adding work. Status updates are handled through Rocketlane and Slack, making meetings shorter, or almost unnecessary.
“We’ve cut our internal project meetings in half. And for consultants, we’re saving roughly five hours per week, per person.”
With Rocketlane’s Slack integration, new projects automatically spin up dedicated Slack channels, with updates piped in for milestones, new tasks, or changes.
And with templatized project plans, Growth Molecules can stand up multi-service line engagements quickly without starting from scratch.
“We get 80% of the way there with a template, and just customize the last 20%. That’s huge for our scale.”