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Cases / RevOps
Agency / Austin, TX / Agency

A RevOps agency

Routing failures cut from 31/mo to 1

HubSpot case study. Agency, Austin, TX, Agency. Result: 1 routing failure/mo.

1
routing failure/mo
0
stale leads/client
0.5h
audit/week
Before

Agency, Austin, TX, Agency. Baseline: 31 routing failures/mo, 14 stale leads/client, 8h manual audit/week.

What we did

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

After: 1 routing failure/mo, 0 stale leads/client, 0.5h audit/week.

Key insight

Friday afternoon used to be portal auditing. Now there is a Slack digest at 9 AM. If it flags something, I know exactly which portal and lead.

Friday afternoon used to be portal auditing. Now there is a Slack digest at 9 AM. If it flags something, I know exactly which portal and lead.

A
A RevOps agency
Agency, Austin, TX

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$21,300 recovered/mo
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Med Spa owner

$14,200 recovered/mo
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47 owner leads found
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