Formaloo

Case study | Formaloo platform

How Cerulean Studio runs lead capture and client collaboration across every channel with Formaloo

See how Cerulean Studio reuses embedded and headless forms across campaigns while giving clients real-time progress visibility.

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Cerulean Studio client work and campaign workflow illustration

Industry

Agency & Services

Company size

Products

Embedded + headless

Form reuse

Multi-platform

Lead capture

Real-time

Client visibility

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The challenge

Every campaign channel was creating another workflow to manage

Cerulean Studio is a design agency focused on SaaS businesses. Alongside design work, Marco Ceruti and his team support lightweight marketing workflows for clients, from building product-launch waitlists and running giveaways to capturing leads directly on client websites.

Those jobs did not all fit the same delivery format. A lead form might need to sit inside a client website. A waitlist could be shared as a direct link. A campaign might run through a static page or email, while another project needed a headless implementation. Using a different tool or rebuilding a form for every channel would add setup work and scatter submissions across disconnected systems.

  • Waitlists and giveaways required quick, clean ways to collect participant information.
  • Client websites needed lead forms that felt native to the surrounding experience.
  • The same campaign workflow had to work across embedded, headless, and shared-link formats.
  • Clients needed visibility into progress without asking the agency for repeated manual updates.

Cerulean Studio needed one flexible system that could adapt to the channel, keep campaign data organized, and extend into client-facing collaboration without adding another layer of complexity.

The solution

One form setup, multiple campaign channels

Cerulean Studio chose Formaloo after trying other options because the team could use one form in several ways. Instead of rebuilding the data-collection workflow whenever the delivery channel changed, the agency could adapt the same Formaloo setup to each campaign context.

The team uses Formaloo across a practical mix of agency workflows:

  1. Product waitlists: Cerulean Studio collects early signups before a SaaS product launch.
  2. Giveaway management: The team gathers winner email addresses and other required information without handling submissions manually.
  3. Embedded lead generation: Formaloo forms sit directly inside client websites so prospects can respond where the campaign experience already lives.
  4. Headless experiences: The same underlying form can power a headless implementation when the project needs more control over presentation.
  5. Cross-channel sharing: Forms can appear on static pages, be linked from emails, or be distributed through a direct URL without recreating the workflow.

Campaign data stayed connected as the presentation changed

Formaloo gave the agency a consistent way to collect and organize submissions across campaigns. The outward experience could change by channel, but the team did not need to replace the form or create a separate data-collection process each time.

That flexibility mattered for an agency serving SaaS clients because campaign needs change quickly. Cerulean Studio could move a proven workflow from a launch page to a client website or shared link while keeping the setup familiar for the internal team.

Client-facing pages replaced manual progress updates

Cerulean Studio also uses Formaloo beyond lead capture. Marco can share a live client-facing page where customers monitor campaign progress in real time. Clients get a direct view of the work, while the agency avoids turning every update into another status email or manually prepared report.

Together, reusable forms and live client views made Formaloo a bridge between Cerulean Studio’s internal campaign work and the experience it provides to clients.

It’s so easy to use, and so versatile. The same form can be both embedded and used as a headless form.

Marco Ceruti, CEO of Cerulean Studio

Marco Ceruti

CEO, Cerulean Studio

The impact

More flexibility inside the agency and more visibility for clients

Cerulean Studio did not need to overhaul its operating model. It needed a tool that could keep up with the pace and variety of agency work. Formaloo became one of the team’s go-to tools by covering several lead-capture and client-collaboration jobs in one system.

  • One form, multiple uses: A single workflow can support embedded, headless, static-page, email, and shared-link experiences.
  • Multi-platform lead capture: The team collects waitlist signups, giveaway information, and website leads without introducing a separate setup for every channel.
  • Real-time client visibility: Client-facing pages let customers follow progress as it happens and reduce unnecessary back-and-forth.
  • Less internal friction: Reusing the same form and data flow means less rebuilding as campaigns move between channels.
  • A smoother client experience: Forms appear where prospects need them, while live progress views make collaboration more transparent.

The outcome is a practical agency system rather than a collection of isolated forms. Cerulean Studio can capture leads where each campaign runs, organize the responses in one place, and give clients visibility without creating extra reporting work for the team.