Consulting firm · 5 to 12 people · United States
Audit, then integration · 5 weeks
Before
Leads were tracked in spreadsheets and project notes were scattered across teams. Onboarding emails were sent by hand and follow-ups were often forgotten, which held back growth.
After
The CRM now drives all lead tracking, onboarding emails send automatically, and files live in one workspace. About 20 hours a month back for the team. Lead-to-client conversion up 38%.
Built with: Notion · HubSpot · Slack · Google Workspace · Zapier · Make