Consultancy, London, UK, Scale plan. Primary workflow: Quote Follow-Up.. Baseline: 23 ghosted proposals/mo, 19h manual follow-up/week, 18% close rate.
The workflow stayed narrow: capture the leak, qualify the next step, and push the useful handoff back to the business. That keeps the case measurable instead of turning it into a broad transformation project.
After: 5 ghosted/mo, 2h follow-up/week, 37% close rate.
Do not copy this workflow blindly if the team cannot name the leak, does not know the current baseline, or cannot define the rules for a clean handoff. In that case, start with a short audit before automation.
We were sending 60-page PDFs and wondering why nobody replied. Now we send a summary, the system follows up, and the deep strategy unlocks after they commit.
Other cases
All cases →Pay for results, not promises.
Want the same for your business?
Fixed fee to launch, then pay only for qualified leads. We'll show it on your numbers.