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AGENCY - FUNNELS & AUTOMATIONS

'I didn't have a stamp of approval.' Everything else about her review process worked. That was the part that did not.

Jessica Scotten shopped about twenty proofing tools before she picked one. What she was really shopping for was a way to make a client's yes stick.

Pineapple Relations logo
Jessica Scotten portraitJessica ScottenOwner, Pineapple Relations
CompanyPineapple Relations
IndustrySolo agency - funnels, Kajabi and automations
Based inFlorida, United States - a team of one
ProfileWebsite and funnel builds for online coaches and course creators, including done-for-you funnel systems, websites and the technology behind the scenes.
~20 tools
shopped before she chose BugSmash
1 link
per client, covering everything awaiting proof
2 rounds
of included revisions, now actually enforceable
7 to 8
clients in flight at a time, sometimes ten

The work

Pineapple Relations is Jessica Scotten, and that is deliberate. "I like it being just me because I know that I am the only bottleneck." She has a social media person, a bookkeeper and an attorney around her, but nobody else touches client deliverables.

She builds full done-for-you funnel systems for female online business owners in coaching and course creation: the website, the lead capture, the follow-up email, the calendars and reminders, the digital product delivery, the course fulfilment, the private community. Not the social, not the copy. Her view on niching is short. "If I work with everybody, I work with nobody."

She has been in the digital space since 2018, originally part-time alongside a full-time job. COVID removed the job at exactly the moment every coach and course creator moved online. Her own framing: being at the right place at the right time and having foundational knowledge and skills before something happened.

Seven to eight clients are in flight at any time, sometimes ten, all at different stages.

The problem

The building was never the problem. The problem was what a finished project actually rested on.

Projects used to close with everyone having verbally agreed, on a call or in a message, and nothing tangible behind it. Three months later a client would come back and ask where something had come from, or say they had never seen it before. Jessica had done the work, the client had approved it, and neither of them had anything to point at.

1

I didn't have a stamp of approval.

Her previous proofing tool did not fix that, and it created problems of its own. It had no project folders, so a five page funnel meant sending the client five separate links to keep track of. She asked for something simple, a visual status sticker so anyone could see at a glance what had been approved. The answer was that the development team was on it. A year later nothing had shipped, so she left.

Shopping for the replacement

She did this properly, with a written checklist, and worked through roughly twenty proofing tools.

I shopped probably 20 different proofing softwares before I landed with BugSmash.

One criterion outranked everything else: it had to be insanely easy for the client. Her clients hire her precisely so they do not have to do tech. Click the button, write the thing, click approved. Anything more than that is a tax on the person paying her.

That criterion disqualified a whole category of tool on one line. In her words, the pitch that ends the conversation is "just have your client install this plugin in their browser."

How she runs it now

One folder per client, one link. Everything awaiting proof for that client sits behind a single share link. She calls it priceless, and it is the direct answer to the five-links-per-funnel problem.
An approved subfolder. Once something is signed off it moves out of the client's open list, so what is left on screen is only what still needs them.
No email. Client communication is messy in email and it gets lost. The link goes into a task in her client portal with a due date, and the portal does the chasing.
A two minute Loom per new client. Alongside a pre-written document explaining what the statuses mean, she records a short custom walkthrough: browsing, commenting, the drawing tool, the three buttons. She only re-records it when something foundational changes. Once they see it once, it is intuitive enough that she never has to do it again.
Approve, approve with changes, or needs changes. The middle option is the one that matches how client work actually goes.
Approved locks the file. Build clients get two rounds of included revisions, and the versions act as the round counter. "We're not gonna do 72 rounds of revisions. Approved is approved."
BEFORE
Verbal sign-off with nothing tangible behind it
Five separate links for a five page funnel
A requested status indicator that never shipped
Tools asking clients to install a browser plugin
"Where did this come from?" three months later
WITH BUGSMASH
An approve button that has to be pushed
One folder, one link, per client
Approved work moved out of the open list
Nothing for the client to install
Versions counting the revision rounds she includes

The moment it was obvious

She has a client of seven or eight years who had always refused proofing links. On the old tool the answer was simply "I'm not doing that." Feedback arrived however it arrived, and after that long a relationship you stop pushing.

That client does the BugSmash proofs. Nobody had to be sold a process. The tool was easier to use than to avoid.

The result

The change she describes is not a number of hours. It is that the work now has an ending she can point to.

Your software has enabled me to run a better, more efficient agency that is able to deliver client deliverables on time, and there has been no more of that like, 'wait, where is this from?' or 'oh, I've never seen this before,' because there is an approved button that has to be pushed.

Jessica Scotten portraitJessica ScottenOwner, Pineapple Relations

You provided the copy. You approved the design. It went live when you hit approved. That conversation used to be a matter of memory and goodwill. It is now a matter of record, and for a solo operator with no account manager to absorb the friction, that is the difference between a difficult month and an ordinary one.

Her own summary of the process change: "My flow and my process is exponentially clearer."

Why she stayed

There is a second reason, and it is the one she raises unprompted. After a year of waiting on a tool that never shipped what she asked for, being listened to registers as a feature in its own right.

I have never had a software that has been, that has listened to me, that has received my input and has implemented them in record time.

The approved subfolder pattern she runs her whole client list through came out of her own feedback. She is also relaxed about the parts of the product she does not personally use, such as multi-stage reviewers: "I'm very grateful that they are there because at some point I may need them."

Who she would tell

Asked whether she would recommend it and to what kind of team, she did not qualify it: anyone who does client work where approvals are part of the process.

Asked what she would do if BugSmash disappeared tomorrow, her written answer was two words. Very sad. Her answer on the call was less ambiguous still.

BugSmash is going to be a permanent piece in my business because of how it has impacted the flow of my business.

Case study prepared with Jessica Scotten of Pineapple Relations. Published with her permission.

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What did Pineapple Relations use BugSmash for?

Pineapple Relations used BugSmash to collect contextual feedback across Funnels, Kajabi sites, GoHighLevel, Websites, Client approvals and keep review decisions in one shared workflow.

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