Case Studies.

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Human Resources

For a leading tech company, we focused on overhauling their HR processes. By implementing automated candidate screening, integrating a seamless onboarding workflow, and establishing an efficient applicant tracking system alongside detailed HR analytics, we transformed their operations. This approach not only reduced the recruitment cycle by 35% but also significantly enhanced the efficiency of applicant tracking, demonstrating the impactful role of automation in optimizing human resources management.

Before

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Time-consuming manual recruitment processes

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Inefficient applicant tracking

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Delayed employee onboarding

Automations

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a purple check mark on a white background

Candidate screening

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Onboarding workflows

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Applicant tracking system

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HR reporting and analytics

After

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Recruitment cycle reduced by 35%

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Applicant tracking efficiency increased

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Onboarding process sped up by 44%

Sales Funnel

For a prominent retail client, our goal was to enhance their sales funnel efficiency. Transitioning from manual lead tracking and underutilized Salesforce capabilities, we introduced comprehensive automations: dynamic sales stage updates, in-depth performance analytics, streamlined contract management, and sophisticated lead scoring directly within Salesforce. These changes markedly improved lead tracking efficiency, halved inquiry response times, and provided deeper sales insights for strategic refinement, showcasing our ability to significantly boost sales operations through targeted automation.

Before

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Manual lead tracking in spreadsheets

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Slow response to sales inquiries

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Salesforce software underutilized

Automations

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a purple check mark on a white background

Sales stages with automatic updates and task assignments

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Sales performance tracking and reporting

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Salesforce contract creation, approval, and renewal processes

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Lead scoring within Salesforce based on interaction data

After

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Lead tracking efficiency improved significantly

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Inquiry response time reduced by 26%

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Enhanced sales insights, driving strategy optimization

Financial Administration

We tackled the challenges of manual invoicing, inconsistent expense tracking, and delayed reporting. Our solution automated invoice generation, implemented scheduled financial summaries, and introduced real-time expense categorization. This shift not only cut invoice processing times in half but also significantly enhanced the accuracy of expense tracking, illustrating the profound impact of targeted automation on streamlining financial administration processes and boosting operational efficiency.

Before

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Manual invoice processing

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Inconsistent expense tracking

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Delayed financial reporting

Automations

three gears in a circle on a white background
a purple check mark on a white background

Automated invoice generation.

a purple check mark on a white background

Scheduled financial summaries

a purple check mark on a white background

Real-time expense categorization

a purple check mark on a white background

After

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Invoice processing time halved

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Expense tracking accuracy increased

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Financial reports generated instantly

Customer Service

For a client facing customer service challenges, we addressed high wait times, manual issue sorting errors, and staff overwhelmed by repetitive tasks. We implemented solutions like smart ticket routing, auto-surveys for instant feedback, guided self-service portals for common issues, and automated follow-up reminders. These innovations led to a 62% reduction in response times, improving customer satisfaction, and accuracy in issue sorting exceeded 95%, freeing staff to focus more on complex requests and enhancing overall service quality.

Before

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High wait times due to congested inboxes

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Errors from manual issue sorting

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Repetitive tasks overwhelming staff

Automations

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a purple check mark on a white background

Ticket routing

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Auto-surveys for instant feedback

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Guided self-service common issues

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Follow-up reminders

After

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-62% response times, raising satisfaction

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Issue sorting accuracy reaching 98%+

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Staff has more time to focus on complex customer requests

Real Estate

In a real estate agency struggling with contract management, we revolutionized their process. By automating document and contract creation and ensuring agreements were sent automatically, we slashed contract-related time from 15 hours to just 2 per week. This efficiency not only led to a 35%+ increase in deals closed but also allowed brokers to shift their focus back to sales rather than administrative tasks, significantly enhancing productivity and competitive edge in the market.

Before

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15 hours per week on contracts

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Losing deals to competition due to slow processes

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Brokers focusing more on tasks than selling

Automations

three gears in a circle on a white background
a purple check mark on a white background

Document and contract creation

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Automatically sent agreements

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After

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2 hours per week on contracts

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35% + increase in deals closed

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Brokers focused on sales and not on admin tasks

Linkedin Agency

For a LinkedIn marketing agency burdened with high operational costs and inefficiencies, our approach centered on automating key processes. We developed a client dashboard for weekly updates, streamlined the onboarding process, automated ongoing payment data updates, and leveraged AI for content creation. This overhaul eliminated the need for expensive VAs, saving $17K/month, eradicated onboarding delays, ensuring immediate client engagement, and introduced real-time, accurate internal data management, significantly optimizing operational efficiency and service delivery.

Before

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Spending $17K/month on VAs to do data entry and client reporting

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2-day delays in onboarding and reporting once a week

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Inaccurate internal data, report and documentation

Automations

three gears in a circle on a white background
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Client dashboard weekly update

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Client onboarding process

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Ongoing payment data update

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Content creation with AI

After

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Saving $17K/month by replacing the VAs with automations

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0 delay in onboarding, plus 24/7 real-time reporting

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No more mistakes

Influencer Marketing

For an influencer marketing agency facing client capacity and content production bottlenecks, we introduced key automations to their workflow. Automating ad creation, publishing, streamlining the video editing process, and utilizing AI for ad script creation based on performance benchmarks led to remarkable efficiencies. The agency now handles 8-9 additional clients monthly without extra hires, halved video editing time, and freed up the founders' time, doubling their capacity to focus on strategic growth and business development.

Before

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Couldn't take on many new clients each month

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4+ hours on editing 1 video

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Two founders using half their time on manual processes & tasks

Automations

three gears in a circle on a white background
a purple check mark on a white background

Ad creation and publishing

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Video editing process

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Ad script creation

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After

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8-9 extra clients per month without hiring

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2 hours editing 1 video

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Founders have 2X more time to grow the company

Google Ads Agency

For a Google Ads agency previously limited by manual operations and a monthly revenue of $26K, implementing strategic automations was transformative. By streamlining client onboarding, enhancing team and client communication through automated systems, and integrating CRM and project management tools, we revolutionized their workflow. Additionally, refining their sales outreach process contributed to these changes. As a result, client onboarding became instant, and monthly revenue soared to $125K, marking a significant leap in operational efficiency and business growth.

Before

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$26K revenue per month

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2 hours to onboard a new client

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All processes done manually. No CRM or PM tools.

Automations

three gears in a circle on a white background
a purple check mark on a white background

Client onboarding process

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Team and client communication

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CRM and project management

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Sales outreach

After

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$125K revenue per month

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Instant client onboarding flow

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All systems running 24/7