Automations

01The brief

Leads waited hours for a first reply, context lived in people’s heads and nobody could say where a deal had stalled. Every new tool added another place to look.

02What we built

A visual workflow layer that qualifies inquiries, enriches context and routes each opportunity to the right person, with a human checkpoint before anything reaches a client.

03How it connects

Forms, inbox, CRM and team chat feed one flow. Exceptions surface in the channel the team already watches, with the record one click away.

04What changes

1. Every inquiry gets a same-day reply.
2. The pipeline shows where each deal is and why.
3. New steps are added in the editor, not in a meeting.

01The brief

Every proposal was written from scratch. Relevant case studies were buried in old folders, and by the time a strong draft was ready the post had already filled up with replies.

02What we built

A pipeline that scores new posts against the studio’s strengths, pulls matching case studies from its archive and drafts a tailored proposal in the studio’s own voice. A person reviews and sends.

03How it connects

Job feeds, the case study archive and the proposal template sit in one flow. Drafts arrive in a review queue, and every sent proposal is logged against the outcome.

04What changes

1. Proposals go out within the hour the post appears.
2. Every draft cites relevant work instead of a generic portfolio.
3. Writing time goes to the posts worth winning.

01The brief

Prospecting took two days a week. Data went stale between the spreadsheet and the CRM, and nobody trusted which accounts were actually a fit.

02What we built

A pipeline that pulls companies from directories, finds the decision maker, scores fit against the firm’s best clients and writes a first-touch message for review.

03How it connects

Directories, enrichment, the scoring sheet and the CRM run as one flow. Duplicates are caught by identity, not by name, and every lead keeps its source.

04What changes

1. Monday starts with a scored list, not a blank sheet.
2. The CRM holds one clean record per company.
3. Reps call fewer accounts and better ones.