Case Studies11 min read

Case Study: How a Design Agency Scaled to 50 Clients with TaskRio

Real story: Mumbai design studio went from chaos to clarity with WhatsApp task management. 3x revenue growth, zero missed deadlines, and team happiness.

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Priya Sharma
Published January 25, 2025

Case Study: Design Agency Scales 3x with TaskRio

Company: PixelPerfect Design Studio
Location: Mumbai, India
Team: 12 designers, 3 project managers
Challenge: Coordination chaos killing growth
Solution: WhatsApp + TaskRio
Results: 3x clients, 0 missed deadlines, happy team

The Problem

March 2024: Breaking Point

Rahul, founder of PixelPerfect, was drowning. His boutique design studio had grown from 3 people to 12 in a year. Great problem, right? Wrong.

What was breaking:

Communication chaos:

  • • 7 different tools (Slack, Trello, Asana, Email, WhatsApp, Google Sheets, Notion)

  • • Designers missed messages

  • • PMs couldn't track who was doing what

  • • Client feedback lost in threads
  • Missed deadlines:

  • • 3 client projects late in one month

  • • Lost 2 major clients

  • • Team working weekends to catch up
  • Team burnout:

  • • "I don't know what to work on"

  • • "Did you see my message?"

  • • "Where did we put that feedback?"

  • • Designers spending 40% of time on communication, not design
  • Costs:

  • • ₹45,000/month on project management tools

  • • 20 hours/week on status meetings

  • • Losing clients to "more organized" agencies
  • Rahul considered hiring 2 more PMs. Then he found TaskRio.

    The Solution

    April 2024: WhatsApp First Approach

    Rahul noticed something: His team already used WhatsApp for everything EXCEPT work. Why?

    "Because work is 'serious' and needs 'professional' tools."

    But those professional tools were killing them.

    The experiment:

  • • 1 WhatsApp group per client project

  • • Add designers + PM + TaskRio bot

  • • Track ALL project tasks in WhatsApp

  • • No more Trello, Asana, or Slack
  • Team's reaction:
    "Are you serious? WhatsApp for work?"

    Rahul gave them one week to try it.

    The Setup (Day 1)

    Created groups:

  • • Client A - Brand Identity

  • • Client B - Website Redesign

  • • Client C - App UI/UX

  • • [12 client groups total]
  • Added to each:

  • • Assigned designers

  • • Project manager

  • • TaskRio bot (+91 99250 37581)
  • Set norms (pinned message):


    This group is for PROJECT NAME work only.

    Task Format:
    @TaskRio [description] by [deadline] @[designer]

    Daily Standup (async):
    Every morning, post:

  • • What you completed yesterday

  • • What you're working on today

  • • Any blockers
  • Use TaskRio for everything.
    Ask questions in chat.

    Week 1: Learning Curve

    Monday:


    Rahul: Let's try this for real.

    @TaskRio Create homepage mockup by Wed 5pm @Priya
    @TaskRio Design logo variations (5 options) by Thu @Amit
    @TaskRio Client feedback review by Fri 10am @Neha (PM)

    Tuesday:
    Priya (designer): "I'm 50% done with homepage. Need client's color preferences."

    Neha (PM):


    @TaskRio Get color preferences from client by tomorrow noon @Neha

    Wednesday:
    Priya replies to her task card: "done ✅"

    TaskRio posts in group:
    "Task completed! 🎉 Homepage mockup done by Priya"

    Friday:


    Rahul: @TaskRio list done

    TaskRio shows:

  • • 8 tasks completed this week

  • • 2 tasks in progress

  • • 1 task blocked (waiting on client)
  • Team sees their progress. Feels good.

    Month 1: Momentum

    What changed:

    Morning routine:
    Every designer posts in their project groups:


    Yesterday: ✅ Completed button designs
    Today: 🎨 Working on color scheme
    Blockers: None

    Takes 30 seconds. No Zoom meeting needed.

    Task visibility:
    PMs can check any project:


    @TaskRio list open

    Instantly see all pending work.

    Client communication:
    Client asks: "What's the status?"

    PM:


    @TaskRio list done

    Shares completed tasks. Client impressed.

    Results Month 1:

  • • 24 projects delivered (was 18/month)

  • • 0 missed deadlines

  • • Team working normal hours

  • • Saved ₹45k on tools (canceled subscriptions)
  • The Results (6 Months Later)

    September 2024: The Numbers

    Business Growth:

  • • Clients: 18 → 52 (3x increase)

  • • Revenue: ₹12L/month → ₹38L/month

  • • Team: 12 → 18 people

  • • Client retention: 94% (was 76%)
  • Operational Efficiency:

  • • Project delivery time: -35%

  • • Communication time: -60%

  • • Status meetings: 5/week → 1/week

  • • Tool costs: ₹45k/month → ₹0
  • Team Happiness:

  • • Employee satisfaction: 6.2 → 8.9 (out of 10)

  • • Zero weekend work (unless chosen)

  • • Clear priorities every day

  • • "I know exactly what to do" - everyone
  • How They Use TaskRio Now

    Morning (9-10am):

    Each designer opens WhatsApp:


    @TaskRio my tasks today

    Sees their day planned out.

    During work:

    Completes design → replies "done" to task card.

    New request comes in → creates task immediately:


    @TaskRio Add email icon to header by EOD @AvailableDesigner

    End of day (6pm):

    PM in each project group:


    @TaskRio list open

    Quick status check. Plan tomorrow.

    Friday (5pm):

    Weekly team review:


    @TaskRio list done this week

    Celebrate wins. Ship projects.

    Client meetings:

    Client: "What have you done?"

    PM shares TaskRio summary.

    Client: "Wow, you're so organized."

    Land next project.

    Key Success Factors

    1. One Tool Policy

    Rahul killed all other tools. WhatsApp or nothing.

    Why it worked:

  • • No context switching

  • • Team already knew WhatsApp

  • • Everyone checks it naturally

  • • No training needed
  • 2. Clear Task Format

    Every task has:

  • • Specific deliverable

  • • Deadline

  • • Assigned person

  • • One @mention
  • Bad: "Someone work on the logo"
    Good: "@TaskRio Design logo (3 variations) by Wed 5pm @Amit"

    3. Async by Default

    No more "quick sync" meetings that take 30 minutes.

    Old way: 5 status meetings/week = 10 hours
    New way: Daily async updates = 2.5 hours

    Saved 7.5 hours/week per person.

    4. Visible Progress

    Everyone sees what's done.


    @TaskRio list done today

    Team feels productive. Clients see value.

    5. PM as Coach, Not Nag

    PMs don't chase people. TaskRio sends reminders.

    PM focuses on:

  • • Unblocking designers

  • • Client communication

  • • Quality review
  • Team loves their PMs now.

    Challenges & Solutions

    Challenge 1: "Too many notifications"

    Solution: Mute non-urgent groups, check 3x daily (10am, 2pm, 5pm)

    Challenge 2: "What if client is in the group?"

    Solution:

  • • Internal group: "ClientA - Internal"

  • • Client-facing group: "ClientA - Coordination"
  • Challenge 3: "How do we track revisions?"

    Solution:


    @TaskRio T42 revision round 2, update colors by tomorrow @Designer

    Challenge 4: "What about complex projects?"

    Solution: Break into phases


    @TaskRio [Phase 1] Research & wireframes by Week 1
    @TaskRio [Phase 2] Design mockups by Week 2
    @TaskRio [Phase 3] Revisions by Week 3

    Unexpected Benefits

    1. Better Client Relationships

    Clients see real-time progress. Trust increases.

    Got 15 referrals in 6 months (was 3).

    2. Faster Onboarding

    New designer joins:

  • • Add to relevant groups

  • • Show TaskRio basics (5 min)

  • • They see how team works

  • • Contributing same day
  • 3. Remote Work Friendly

    Team members in Mumbai, Delhi, Bangalore.


    @TaskRio [task] by Friday 5pm IST @RemoteDesigner

    Timezone handling automatic.

    4. Portfolio Building


    @TaskRio list done

    Export task history. Use for case studies.

    5. Workload Balancing


    @TaskRio list @Designer1
    @TaskRio list @Designer2

    PM sees who's overloaded. Redistributes work.

    Rahul's Advice

    For Other Agencies

    Week 1:
    "Pick your easiest project. Try WhatsApp + TaskRio. Just one project."

    Week 2:
    "Team will complain. Ignore them. They need 1 week to adjust."

    Week 3:
    "Team will love it. Add 2 more projects."

    Week 4:
    "Move everything to WhatsApp. Kill other tools."

    Common Mistakes

    Mistake: Keep using old tools "just in case"
    Fix: Go all-in. Delete other tools.

    Mistake: No task format standard
    Fix: Pin the format. Enforce it.

    Mistake: Sync meetings out of habit
    Fix: Cancel meetings. Use async updates.

    The Future

    What's Next for PixelPerfect

    Scaling to 100 clients:

  • • Same system

  • • More groups

  • • Hire based on WhatsApp comfort
  • New services:

  • • Video editing

  • • Motion graphics

  • • 3D design
  • Why it scales:
    "WhatsApp + TaskRio isn't a tool. It's how we work. We can add 50 more people and it'll still work."

    — Rahul, Founder

    Key Takeaways

  • Simpler is better: One tool beats five tools

  • Meet team where they are: WhatsApp not "professional" enough? Wrong.

  • Async > Sync: Save 60% communication time

  • Visible progress: Team morale + client trust

  • Fast onboarding: New hires productive day 1
  • Try It Yourself

    PixelPerfect's exact setup:

  • Create WhatsApp group per project

  • Add team + TaskRio (+91 99250 37581)

  • Pin task format

  • Daily async updates

  • Weekly review
  • Cost: Free for small teams
    Time to setup: 15 minutes
    Time to see results: 1 week

    Ready to scale your agency?

    Start with one project today.

    TAGS

    design agency case studywhatsapp project managementagency workflowtaskrio success storyscale design agency

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