Case Study

Automation Ops Turnaround

Reduced admin workload by 8–12 hours per week and tightened follow-up compliance to 95%.

A growth-stage services business needed to stop lead leakage, reduce admin hours, and gain real-time visibility across sales and delivery. We delivered a focused automation program that tightened follow-ups, unified quoting, and removed duplicate entry across tools.

Why it worked

• Single source of truth for lead status and ownership
• Automation for scheduling, quoting, and follow-up routing
• Real-time reporting tied directly to workflow events

Baseline challenges

• Leads tracked across spreadsheets, inboxes, and ad dashboards
• Follow-ups depended on individual habits, not system triggers
• Scheduling and quoting were manual and inconsistent
• Reporting was delayed, making pipeline accuracy unreliable

Before vs after

What we delivered

• Unified lead intake with auto-routing and SLA-based follow-up rules
• Scheduling automation with reminders and conflict handling
• Quoting to invoicing workflow with standardized templates
• Live dashboards for pipeline, conversion, and backlog visibility

Featured workflow components

Scope of work

• Discovery: 1–2 weeks (process mapping and prioritization)
• Build: 4–6 weeks (automation + dashboards)
• Rollout: 2–4 weeks (training, adoption, refinement)

Results

• Admin workload cut by an estimated 8–12 hours per week
• Follow-up compliance exceeded 95% within 30 days
• Lead-to-quote time reduced from days to hours
• Pipeline accuracy improved with near real-time reporting