Case Studies
The possibilities are virtually endless, so we've compiled examples of just a few of the super cool things we've worked on.
Compiling Valuable Client Data
I worked with an independent plumber who owned his own company, booked his own appointments, managed his own billing, and wore way too many hats. He felt like he was always behind and was constantly swimming in a pile of loose papers.
We set up a HighLevel account for him. HighLevel is a CRM (Client Relationship Manager) software that keeps all of his clients in one place, creates invoices, has an in-house booking link- everything that he needs to run his business from his phone.
Dialing in Your Sales Team
A pest control company wanted to generate more leads but wasn’t sure how to run effective online ads. They needed a system that not only brought in new prospects but also nurtured them until they were ready to buy.
I launched targeted Facebook and Google ad campaigns, directing leads into a custom-built sales funnel. These leads were automatically captured in their CRM, and I set up a drip campaign that continuously followed up—educating, engaging, and ultimately converting them into customers. With this system in place, they saw a steady increase in high-quality leads and a boost in their conversion rate without adding extra work for their team.
Easing the Handoff from Sales to Account Manager
A growing software company struggled with inefficiencies in their sales-to-account management process. Whenever a prospect booked a demo, their team manually customized the slide deck, and once a deal closed, onboarding tasks had to be assigned one by one—leading to delays and inconsistencies.
I automated their entire workflow. Now, when a demo is booked, a pre-customized slide deck is automatically generated, ensuring a polished and personalized presentation every time. If the deal closes, the account manager immediately receives an assigned, templated task list in Asana, streamlining the onboarding process. This automation reduced friction, improved client experience, and saved the company hours of manual work each week.
Our Simple 3 Step Process
Technology Needs Assessment
We learn about your company's current processes and recommend the best tools tailored to your goals.
Custom Software Solutions
We help you set up online software solutions, tailoring systems to your business needs for seamless operations, and work with your team to future-proof your systems.
Automation & Optimization
We build automation workflows and integrate the different software you use to run your business to reduce trivial tasks. We continually identify opportunities for optimization.
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