Real Businesses. Real Results.

The Challenge

A growing marketing agency had 3 team members spending 3+ hours daily copying client data between their CRM (HubSpot), project management tool (Monday.com), and Google Sheets reporting dashboards. The process was error-prone, inconsistent, and creating bottlenecks in their client reporting cycle.

The Solution

We designed a fully automated data pipeline using Make.com that triggers whenever new deals or contacts are updated in HubSpot. The automation transforms and routes data to the correct Monday.com boards and updates the relevant Google Sheets dashboards in real time — with error handling and Slack alerts for any edge cases.

The Results

• 90% reduction in manual data entry
• Saved 9+ hours per week across the team
• Eliminated data inconsistency issues between platforms
• Client reports now generated in real time vs. end of week
• ROI achieved within 6 weeks of deployment

The Challenge

A B2B SaaS company with a growing inbound pipeline was spending 4+ hours daily on manual lead qualification — reviewing form submissions, researching companies, and deciding which leads were worth the sales team's time. Hot leads were falling through cracks due to slow response times.

The Solution

We built a fully automated AI lead qualification system using Claude AI and Make.com. When a new lead comes in, the system automatically enriches company data, uses AI to score and categorize the lead based on ICP fit, drafts a personalized initial email, and routes the lead to the right sales rep in Salesforce — all within minutes of form submission.

The Results

• Lead response time reduced from 4 hours to under 5 minutes
• 3x increase in qualified leads contacted within 1 hour
• Sales team now only engages with pre-qualified leads
• Freed 20 hours/week for strategic sales activities
• 15% improvement in lead-to-meeting conversion rate

The Challenge

A real estate firm's operations team was overwhelmed by manual tasks: sending follow-up emails, updating Monday.com boards, generating weekly reports, assigning tasks to agents, and managing communication across a 30+ agent team. The ops manager was working 60+ hour weeks just to keep up.

The Solution

We conducted a full process audit and built a comprehensive automation system covering their entire operations workflow. Using Monday.com automations, Make.com, and Gmail, we automated follow-up sequences, task assignment, status updates, weekly report generation, and team notifications — creating a system where most operational tasks run without human intervention.

The Results

• Saved 20+ hours per week across the ops team
• Ops manager workweek reduced from 60h to 42h
• 100% of follow-ups sent within 24 hours (was 60%)
• Weekly reports now auto-generated and delivered by Monday 8am
• Zero missed task assignments across 30+ agents