Digital Automation Flow
Turn boring work into revenue & productivity gains
Sales, marketing, and operations managers rely on us to:
- Increase sales without hiring more staff
- Fix overworked teams by implementing simple workflows
- Fulfill client demands and increase pipeline capacity
We've worked with some of the best
Case Study - Sales
How we added $280M in pipeline after improving our client's sales process
Our client needed to streamline their sales team's efforts, which were equally dedicated to both small and large projects, causing inefficiencies.We enhanced their processes which allowed their customers to request and manage smaller projects independently.This freed up the sales team to focus on high-value clients, enabling better upselling and cross-selling opportunities.This approach led to an impressive $280M boost in sales, showcasing the benefits of optimizing their sales processes.
Industry Packaging and Containers Manufacturing
Industry Retail
Case Study - Operations
How we stopped a retailer from losing $1M a day at multiple locations
Our client was losing $1M in sales at checkout due to long wait times, leading to customer abandonment.We optimized their checkout process by developing a digital tool. This involved understanding current customer and staff workflows, particularly since the client had a traditional setup with outdated technology.We identified necessary staff training and collaborated with the product team to ensure seamless implementation.The new checkout tool significantly reduced abandonment, recovering $1M in previously lost revenue at multiple store locations.
Case Study - Sales
How a self-serve tool generated $100M in product sales
Our client wanted to sell more insurance policies by creating an internal quoting tool to help their sales team quickly assess customer needs.We identified the potential clientele and all relevant questions tied to different insurance policies.This information was used to create a self-serve tool for the sales team, ensuring accurate policy recommendations for each inquiry.The tool generated over $100M in sales and increased the ability to upsell new products by 60%.
Industry Insurance
How we work
Reach your revenue and productivity goals with our simple 3 step process
Needs consultation
We start by reviewing your current workflows with all the different people involved to get a clear picture of your processes.
Building your workflow
We collaborate with your team to identify improvements and implement the right tools to enhance your operations.
Transition & handoff
We create a tailored rollout plan to help your team smoothly adapt to the new processes, making sure the changes stick.
Simplify your workflow & take on more clients with automation
Let's chat about how we can take the tedious work off your hands to create systems that generates revenue and gives you the most precious resource your team can't recoup, time!