Scaling Off Spreadsheets with Klient PSA

What It Actually Takes to Outgrow Spreadsheet-Run Ops

What It Takes to Outgrow Spreadsheet-Run Ops

We help clients turn fragmented tools and workflows into one connected GTM operating model. But behind the scenes, our own project delivery was running on the same patchwork most services firms know too well — spreadsheets, calendars, HubSpot, Salesforce, and a lot of manual stitching in between.

This session is the real story of how our founders – Ryan Wischnefski and Kaytlin Parrella – diagnosed the gaps in their own delivery operation, evaluated their options, and rebuilt around Klient PSA. We walk through what the “before” actually looked like, why we chose Klient over the alternatives, how we approached the rollout, and what changed for our team, our margins, and our clients.

What You’ll Take Away:

  • What “before” really looks like: An honest look at the workflows, handoffs, and blind spots that plague most services firms before they consolidate
  • The PSA evaluation playbook : The criteria we used to choose a platform, and why Salesforce-native mattered for them
  • A rollout that didn’t stall: How they sequenced process mapping, configuration, adoption, and iteration to get the team on board
  • Where the real wins showed up: Project visibility, resource forecasting, time and expense, and margin clarity
  • What we’d do differently: The lessons that only come from going through it