Client Success Roundup
Q2 roundup: what shipped, what it moved
The quarter in shipped systems — marketing automation, creative pipelines and forecast dashboards, with the numbers each one moved.
DashboardLim · Founder's desk
2026-05-285 min readTL;DR
Marketing automation carried the quarter — lifecycle emails outperformed paid retargeting on two accounts.
Creative pipelines cut launch time from weeks to days.
Forecast dashboards turned inventory from a guess into a schedule.
Once a quarter, the letter is just the scoreboard. Three systems that went live in Q2, what they replaced, and the numbers they moved. Every one has a full case study behind it.
Lifecycle automation at Sundae Body
A full marketing automation build — flows, segmentation and the reporting to prove it — moved lifecycle email from an afterthought to a revenue channel that competes with paid.
A creative pipeline for a Meta advertiser
Creative testing used to mean a weeks-long loop between brief, design and launch. The pipeline we shipped compresses it to days, with performance data flowing back into the next brief automatically.
Inventory forecasting that ends stockouts
The forecast dashboard turned reorder decisions from monthly guesswork into a weekly schedule — demand, lead times and cash position on one screen.
We stopped arguing about what to reorder. The dashboard already knows.
Operations lead · anonymised client
The proof
The headline build of the quarter — the full Sundae Body automation case study.
Marketing automation
· Marketing
Sundae Body Marketing Automation Stack
A marketing restructure wired into automation — the calendar syncs itself, digests write themselves, and campaign status reaches Slack without anyone chasing it.
Sundae Body
2026-06-24n8nSlackGoogle WorkspaceRead the case study →Keep reading
Case Study Breakdown
· Newsletter
Teardown: the inbox that runs itself
A section-by-section breakdown of the Founder Inbox OS — how one feed, one triage layer and one daily brief replaced a 300-email morning.
DashboardLim
2026-06-246 min readRead the issue →Founder Brief
· Newsletter
Three systems to install before Q3 planning
The Founder Brief #001 — the three operating systems we install first at every client, and the order that makes each one cheaper than the last.
DashboardLim
2026-07-014 min readRead the issue →Workflow automation
· Operations
Meta Ads Creative Pipeline
Creative brief to Meta draft campaign without a human relay — assets flow from Drive through automation into draft campaigns, with a Slack approval gate before anything spends.
DashboardLim
2026-06-12n8nMeta AdsGoogle DriveRead the case study →