As a boutique growth marketing agency, Moonstone Marketing specializes in working with membership and subscription brands, focusing on intentional strategies that drive sustainable revenue.
Founded by Dana Farber, Moonstone Marketing has built its reputation on the close relationships Farber cultivates with brand founders. And for over three years, the business has thrived on referrals, a testament to Moonstone’s results and personalized service.
But as her business grew, she needed systems that could grow with her—ones that could help her level up as she expanded.
The challenge: Scaling smarter, not harder
Running a referral-based business had always been second nature to Farber. Leads came in organically, and clients loved the hands-on, high-touch approach that Moonstone Marketing was known for. However, behind the scenes, managing those leads and clients was a manual and clunky process.
"I was tracking leads and clients in spreadsheets—or not at all," Farber admitted. "While I had a manual follow-up process, it was not automated and I had no clear picture of my pipeline at any given time."
This lack of visibility into her sales pipeline left Farber feeling unsteady. With no centralized system to track leads, inquiries, or client workflows, she wasn’t able to prioritize the right opportunities, at the right time. Growth was happening, but it felt disorganized.
Farber needed a solution that could give her a bird’s-eye view of her business without losing the personal touch her clients valued. She needed a way to scale sustainably without sacrificing the heart of Moonstone’s success: building strong relationships.
Finding the right CRM solution
Melissa Lohrer, the Founder and Growth Strategist at Waverly Ave. Consulting, introduced Dana to Copper CRM as part of their consulting partnership. Lohrer specializes in helping women-owned agencies scale to seven figures, and she immediately saw how Copper could address the challenges Farber was facing.
During a demo call, Farber was walked through Copper’s capabilities, highlighting its intuitive design and seamless integration with Google Workspace. She showcased how Copper’s customizable pipelines and automated workflows could solve Farber’s specific pain points.
“I was blown away by how seamless Copper was,” Dana shared. “Melissa showed me how Copper could give me clarity and control over my business. It wasn’t just a tool—it felt like a solution built just for me.”
When the onboarding process is a breeze
Transitioning to Copper was, in Farber’s words, a breeze.
“The platform is so intuitive,” she said. “I was up and running almost immediately.”
She quickly organized her sales pipeline, automated her workflows, and integrated Copper with other essential tools, like Flodesk for her email marketing.
In a matter of days, Dana went from manually juggling spreadsheets to having full visibility into her entire sales process.
Big results in just four weeks
For Farber, Copper didn’t just simplify her processes—it transformed her business.
"I have experienced a tremendous amount of confidence in my business,” she says. “Being able to see my sales pipeline is a game changer!”
And since onboarding Copper, the results speak for themselves. In just four weeks, Farber and her business were able to:
Secure $20,000 in new and expanded business closed.
Secure $90,000 in the pipeline, giving Farber a clear picture of what’s next.
Rebuild website contact form, powered by Copper, allowing her to qualify leads and filter poor fit leads ahead of of discovery calls
Automate emails and workflows for client follow-ups and onboarding, saving countless hours of manual work.
Integrate Copper and Flodesk, with newsletter subscribers automatically flowing into Copper as potential leads. Farber also hopes to sync newsletter engagement data back into Copper in the future.
Looking towards the bigger picture
Beyond the numbers, Copper gave Dana something even more important: peace of mind.
“The biggest benefit is knowing the health of my business at a glance, every single day,” she says.
The streamlined processes freed her up to focus on what she does best—building relationships with clients and growing Moonstone Marketing. With her sales pipeline under control, Farber can now shift her energy toward business development and the future of her agency.
“I’m excited for Copper to help grow my business as I expand my team and continue to focus on business development,” she said.
Why agencies should consider choosing Copper
At Copper, we believe that businesses thrive when their tools work with them, not against them. That’s why we’ve designed a customer relationship management (CRM) platform that integrates seamlessly with Google Workspace, making it simple to manage relationships, nurture leads, and automate workflows.
Whether you’re an agency founder like Dana, a creative entrepreneur, or a business leader, Copper can help you organize, grow, and thrive.
Ready to see the impact Copper can have on your business? Start your 14-day free trial today!
Plus, if you want more inspiration on how to build your pipeline with Copper, check out this episode from our friends at Agency Darlings.
