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Agency case study

From 50 clients in Google Sheets to a fully automated operating system. In 6 months.

How a B2B marketing agency in Stockholm replaced manual reporting, built client dashboards, and automated their entire data operation, starting from a single Supabase migration request.

50

enterprise clients across Europe

6 months

from brief to complete platform

1 task

starting point: Move our data to Supabase

About A B2B Marketing Agency

A B2B Marketing Agency is a B2B digital marketing agency based in Stockholm, Sweden. Founded in 2024. Their service: precision account-based advertising, automated outreach, LinkedIn and Meta campaign management, and performance analytics for mid-sized industrial and technical B2B companies across Europe. By the time we came in, they had 50 enterprise clients. Despite that scale, their entire operation ran inside Google Sheets.

The problem

50 clients. Everything in a spreadsheet.

Every campaign, every targeting list, every ad performance metric lived in Google Sheets. Apollo and ZoomInfo prospect data was downloaded manually and pasted into sheets with no structure. The result was duplicates everywhere, contradictory data across different sheets, and no reliable source of truth.

Reports were compiled by hand every week. A team member would spend several hours pulling numbers from LinkedIn, Meta, and internal sheets, formatting them, and sending a document to each client. For every client. Every week.

Clients had no visibility into their own campaigns. They were paying for a service they could not directly see the results of until a human assembled the report and sent it.

When a new client was onboarded, the process was different every time depending on who handled it. There was no system. There was just whoever was available and what they remembered.

The team was capable. The infrastructure was the ceiling.

The brief

A B2B Marketing Agency posted on Upwork for one person who could handle a Supabase migration, moving their data from Google Sheets to a proper database. That was the entire brief.

A technical founder friend, someone trusted by the A B2B Marketing Agency founder, found Harsumeet on Upwork and made the recommendation. That introduction is how this engagement began.

The discovery session revealed the full scope. The Supabase migration was the door. Behind it was the entire operating system the business needed.

The build

Six components. Six months.

1.

Database schema design

Before moving a single record, we designed how all the data should be structured. Client targeting lists. Prospect records. Campaign data. Ad performance. Each table, each relationship, each index decided before any migration began. Getting this right at the start is what makes everything that follows possible.

2.

Full migration from Google Sheets to Supabase

Every piece of data moved, deduplicated, structured, and validated. The team went from multiple conflicting spreadsheets to a single source of truth.

3.

Client-facing dashboard

A full dashboard for each of the 50 clients showing: the companies being targeted for their campaign, the ability to exclude companies they did not want contacted, an ad review section where clients could see and approve posts before they went live, live ad performance data broken down by company, and spend tracking. Clients could now see their own campaign in real time.

4.

Automated weekly reporting

Every Monday, each client received a structured performance report. No human compiled it. The system pulled the data, formatted the report, and sent it. The team member who previously spent hours on Friday building reports spent that time on client work instead.

5.

Internal LinkedIn data app

A custom internal application pulling precise advertising data directly from LinkedIn's API. Campaign performance, reach, engagement, cost per result, all available internally without any manual data export or formatting.

6.

Internal Meta data app

The same for Facebook and Instagram campaigns. Direct API pull, no manual work.

7.

Client onboarding system

A structured onboarding flow so every new client was onboarded consistently. Same process. Same data collected. Same setup every time.

How we worked

Daily standups throughout the engagement. One other team member on the A B2B Marketing Agency side involved in the build. Scope grew organically as each component was delivered and the team saw what became possible. No scope was pitched. Each expansion was earned through delivery.

What changed

Reporting that took 15+ hours per week per team member now runs automatically every Monday

50 clients have real-time visibility into their own campaigns without any human involvement

New clients onboard through a system, not a conversation

The team's time shifted from data management to client work

The infrastructure now supports growth instead of constraining it

What this shows

The brief was three words: move the data. The actual problem was that a company with 50 enterprise clients had outgrown its infrastructure and was running on manual work that should not exist.

This is the pattern we see in every agency engagement. The presenting problem is a spreadsheet. The real problem is that the systems built for 10 clients cannot hold 50. The brief that starts the engagement is always smaller than the problem that needs solving.

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