Make PlanProphet Part of Your
Print Shop’s Daily Workflow
Buying PlanProphet is step one. The next step is to ensure consistent, confident use across your team, enabling you to see clearer pipelines, faster follow-ups, and repeat orders.
Where PlanProphet Rollouts Lose Momentum
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Where PlanProphet Rollouts Lose Momentum *
The Adoption Gap
Most print shops start strong, then day-to-day pressures take over. Common patterns:
Workflows in PlanProphet don’t match how jobs flow through your MIS, so staff revert to spreadsheets and inboxes.
Sales activity isn’t visible, making estimate and reorder follow-ups inconsistent.
Proofs, invoices, and customer communications aren’t centralized, which slows approvals and cash collection.
Training is one-and-done instead of role-based with clear habits and accountability.
The result? A powerful platform that sits idle while you keep juggling spreadsheets, manual follow-ups, and missed opportunities.
Taking a Hands-on Approach
My role is to ensure PlanProphet becomes a seamless part of your print shop, not just software you log into once a month. Together, we align PlanProphet with your MIS and shop processes, then coach your team until it becomes part of their daily work. That includes:
CRM and Sales Workflows: Configure pipelines for estimates, reorders, and follow-ups so nothing falls through the cracks.
Customer Experience Automation: Set up email and SMS reminders for proofs, invoices, and order updates.
Reporting and Dashboards: Create interactive reports and visual dashboards so managers and owners can see performance at a glance.
Customer Portal: Enable a self-service hub where clients can approve proofs, pay invoices, and track orders anytime.
How It Works
A practical process for team adoption
Discovery & Data Prep
Together, we review your MIS setup, sales stages, customer segments, and current communications, then map which touchpoints PlanProphet should own.
Hands-on training that connects daily tasks to business goals so your team understands the “why” behind the system.
Configuration & Integration
Role-based Training & Playbooks
Sales, CSRs, production-adjacent roles, and leadership each get simple playbooks: daily actions, weekly reviews, and what to check in dashboards and reports.
Adoption Tracking & Optimization
Monitor usage, fix friction, and adjust automations. You get clear measures like follow-up completion, proof turnaround, invoice time-to-pay, and reorder activity.
Carrie Loranger
Founder, Click Digital Consulting
Meet Your Adoption Consultant
I’m Carrie Loranger, Certified PlanProphet Adoption Consultant with more than 10 years of experience working directly with printing companies. I’ve helped hundreds of print shops streamline their marketing, improve customer communication, and drive growth.
With 4 years of hands-on PlanProphet experience and a strong background in Salesforce, I specialize in:
CRM setup, configuration, and integration
Pipeline design that fits real-world print sales cycles
Email marketing and customer communication systems
Automated workflows that reduce manual tasks
Data-driven reporting for smarter decision-making
Because I know the print industry inside and out, I understand the pressures of deadlines, client demands, and tight margins. My goal is to help you run a smoother, more efficient operation by making PlanProphet a natural part of your team’s daily workflow and getting the highest return on your investment.
Results You Can Expect
Cleaner sales visibility: every opportunity, estimate, and follow-up in one place.
Faster approvals and billing: proofs and invoices sent from a single system, with SMS where appropriate.
Fewer status calls: customers self-serve orders, quotes, proofs, and open invoices through the portal.
Leadership clarity: dashboards and interactive reports to guide staffing, targets, and priorities.
Why Choose Click Digital Consulting?
Shop-Specific Approach
Systems designed around MIS realities, shop schedules, and production constraints.
Hands-on Implementation
Beyond “what to click,” we’ll instill habits and create metrics your team can run every day.
Management Reporting
Leadership gets simple, reliable dashboard views for pipeline, sales, reorders, and collections, and more.
Ready to make PlanProphet part of everyday operations?
Every hour your team spends juggling spreadsheets, chasing approvals, or missing follow-ups costs you money — in wasted time, delayed payments, and lost orders. PlanProphet was built to fix these gaps, but only if it’s set up and used the right way.
With proper configuration, training, and ongoing support, your shop can run smoothly, keep customers engaged, and see a clear return on your investment.