Results, not promises.

The team was spending 15+ hours per week manually entering leads from three different sources into their CRM, with frequent errors and delayed follow-ups costing them deals.

We built an automated lead pipeline that captured leads from all sources, scored them by policy type and value, and routed them to the right broker with a pre-drafted follow-up sequence — all within 90 seconds of a lead coming in.

The finance team was spending two full days each month manually compiling revenue, churn, and pipeline data from four platforms into a board-ready report — a process prone to errors and always delivered late.

We automated the entire reporting pipeline: data pulled nightly from Stripe, HubSpot, and their internal database, consolidated into a live dashboard, and a formatted executive summary generated and emailed every Monday morning.

Client onboarding was a chaotic mix of emails, Slack messages, and manual task creation. New clients waited up to a week before work started, and the team was constantly chasing missing assets and approvals.

We built a fully automated onboarding system: intake form triggers document collection, welcome sequence, internal task creation, and a client portal — all within minutes of a contract being signed.