Case Study: Stormworks Studios
Automating Sales & Production
Stormworks Studios is a fast-moving video production company juggling sales calls, creative briefs, proposals, production timelines, and client approvals. We partnered to design an end-to-end, automated workflow that turns raw lead conversations into structured proposals, signed contracts, organized projects, and ready-to-work production boards—without manual re-entry or bottlenecks.
“Tessera Frameworks implemented effective tools and systems that accelerated our year-over-year growth. Their flexibility and reliability were invaluable in a startup environment, ensuring projects were delivered on time and to a high standard. They consistently adapted to dynamic demands, streamlined our processes, and boosted productivity. Their strategic thinking and ability to orchestrate multiple projects simultaneously were key to our success.”
- Joseph Housley
Founder, Stormworks Studios
The Challenge.
Fragmented intake & proposal process: Notes lived in inboxes and docs; proposals took too long to assemble.
Manual handoffs: After a deal closed, project setup (folders, tasks, invoices, review spaces) was repetitive and error-prone.
Limited visibility: Status lived across tools; the team needed a single rhythm from sales to delivery.
Scale pressure: More opportunities + lean team = a system that had to move faster without sacrificing quality.
Our Approach.
We built a unified, automation-first operating system that connects sales, proposals, production, and finance:
AI Notetaker (Briefly/meeting recorder): Captures/transcribes sales calls, produces summaries/action items.
Structured Intake (Google Forms): A standardized proposal form (deliverables, timelines, tone, budget, key messages).
Proposal Drafting (ChatGPT → Better Proposals): Zapier sends intake + call notes to GPT to generate a clean, on-brand draft.
Deal → Delivery Automation (Zapier): On signature, automatically creates the Google Drive folder & subfolders, ClickUp project/kanban, Frame.io review space, invoice in accounting, and client onboarding email.
Single Source of Truth (Google Sheets/ClickUp): Centralized metadata, tasks per deliverable, and weekly team cadence.
The Solution in Action
From call to proposal in minutes: Sales calls are recorded (with consent) → summary flows into a structured form → GPT produces a proposal draft in Better Proposals, ready for quick QA.
One click after signature: E-sign triggers Zapier to create the client’s Drive structure, a ClickUp project with deliverable tasks (pre-filled with scope, tone, distribution, dates), a Frame.io project for creative reviews, and an invoice.
Clean weekly rhythm: A kanban pipeline (Planning → Brief → Production → Review → Delivery) makes status obvious; team updates and notes are logged on the task itself.
Consistent client experience: Branded confirmations, welcome packets, and next-step checklists go out automatically—no “what happens now?” moments.
Results.
Proposal turnaround: hours → minutes (drafts generated automatically from form data + call summaries).
Near-zero busywork at handoff: Project setup, folders, boards, review spaces, and invoices are created the moment a deal is signed.
Higher throughput without extra headcount: The team focuses on creative work while admin happens in the background.
Cleaner data & fewer errors: Standardized fields and automatic population keep details consistent across tools.
Repeatable, scalable system: New projects follow the same proven path from intake to delivery, every time.
