BrightLeaf Digital Case Study Questionnaire 1Basic Profile2Before GravityOps3Why GravityOps4Implementation5Results6Story & Personality7Permissions Basic ProfilePrimary Contact Name(Required) First Last Primary Contact Email(Required) Agency Name(Required)Website URL(Required) Location (City, Country)(Required)Agency Snapshot / One-Sentence Description(Required)Example: A boutique WordPress agency serving nonprofits in North America.Year FoundedPlease enter a number from 1900 to 2025.Team Size (Number of Team Members)Please enter a number from 1 to 1000.Primary Services Offered(Required) WordPress development Maintenance & care plans Marketing automation Custom integrations Nonprofit / NGO digital services Other Other Primary Service Offered(Required)Primary Client Types & Industriese.g., Nonprofits, small businesses, SaaS, healthcare, education… Before GravityOps – The SituationWhat were you using Gravity Forms for before GravityOps?(Required)Describe your typical Gravity Forms use cases (lead gen, internal ops, billing, onboarding, etc.).What specific operational challenges were you facing?(Required)What was painful, slow, manual, error-prone, confusing for clients or your team?Which tools, plugins, or processes were you using to cope with these challenges?What were the consequences of these challenges?(Required) Too much manual work for the team Slow turnaround for clients Lost or incomplete data Difficult hand-offs between team members Confusing client experience Hard to scale beyond a few clients Other Other consequence of these challenges:(Required) Add RemoveIf you had to summarize your main problem in one sentence, what would it be?(Required) Why GravityOps – The DecisionHow did you first hear about GravityOps?(Required)Gravity Forms Facebook GroupSearch engineWordPress community / friend referralGravityOps website / newsletterOtherOther way you first heard about GravityOps:(Required)What made GravityOps stand out compared to other options?(Required)Which GravityOps plugins did you decide to use for this project?(Required) Integrate Asana with Gravity Forms Mass Email Notifications for Gravity Forms Global Variables Recurring Form Submissions Kanban View for GravityView Folders4Gravity GravityOps Search Select AllIn one sentence, what were you hoping GravityOps would enable you to do?(Required) Implementation – How You Set It UpHow did you roll out GravityOps across your client sites?(Required)Describe your rollout: pilot client → more sites, or all at once, or internal first, etc.Roughly how many sites were part of this initial rollout?(Required)Please enter a number from 1 to 100.Describe one or two key workflows you built with GravityOps.(Required)e.g., client intake → task creation, donation flow → reporting, recurring invoices, Kanban boards with GravityView, etc.Did you use custom licensing or the standard 20-site plan?(Required) Standard 20-site Agency Plan Custom number of licenses Did you use the white-labeled licensing feature to keep license/billing hidden from clients? If so, how did that help?How long did it take to get your first meaningful workflow live with GravityOps?(Required)Same day1–3 days1–2 weeks2–4 weeksLonger than a monthHow would you rate the onboarding and support you received from GravityOps?(Required)PoorAcceptableFairGoodExcellentDescribe your experience with GravityOps onboarding and support in your own words.(Required) Results – Quantitative and QualitativeWhat changed after implementing GravityOps?(Required)Describe both internal and client-facing changes. What feels different now?Which of the following improvements have you experienced?(Required) Less manual data entry Fewer errors / missed tasks Faster onboarding of new clients Clearer visibility into operations Shorter turnaround time for client requests Easier to standardize processes across clients Reduced support tickets from clients New services / products you can now offer Other Other improvements you have experienced:(Required) Add RemoveCan you share any measurable results?Examples: hours saved per week, percentage drop in errors, increase in recurring revenue, more clients onboarded, etc.If you had to summarize the impact of GravityOps in one sentence, what would you say?(Required)How has GravityOps affected your relationship with clients?Has GravityOps enabled you to create any new offers, retainers, or recurring services? If yes, describe. Story & Personality – Making It EntertainingTell us a specific story or moment where GravityOps “saved the day” (or nearly did).A deadline, a launch, a crisis, a complex client – what happened?Is there a particular client project where GravityOps made the biggest difference? Briefly describe.If you were explaining GravityOps to another agency owner over coffee, what would you say?(Required) Permissions & AssetsName and Title to Attribute Quotes To(Required)Jane Doe, Founder, Example AgencyLogo Upload (Agency Logo)Accepted file types: jpg, png, jpeg, gif, svg, Max. file size: 30 MB. Screenshot Uploads (optional)Workflows, dashboards, Kanban views, forms, etc. (Do not include sensitive client data.) Drop files here or Select files Accepted file types: jpg, png, jpeg, gif, svg, Max. file size: 30 MB, Max. files: 10. Publication Permission(Required)I grant GravityOps permission to publish this case study, including my agency name, logo, and non-sensitive details provided here. We understand we may be asked to review for factual accuracy before publication. I agree give my permission to publish the case studyOptional: Willing to Participate in a Follow-Up Interview? Yes, I’m open to a short recorded video or written Q&A to expand on this case study. CAPTCHA
