Problem
New enquiries and post-meeting follow-ups were tracked in someone's head and a messy spreadsheet. Leads went cold because nobody had time to chase them consistently.
Case studies / Professional Services
Follow-ups that used to slip now run themselves
Professional Services · Practice Manager
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Sales
DwgWhat we built
SheetProfessional Services
Steps04
What we built
Build
- A workflow automation captures every enquiry into one pipeline, then an AI step drafts a tailored follow-up email per contact and schedules a timed nurture sequence.
- Replies pause the sequence and flag the contact for a human, so nothing double-sends.
Stack
- Workflow automation
- AI email drafting
- CRM
- Gmail
Result
New contacts get a first touch and a follow-up cadence without anyone remembering to send one, and replies pull a human in instead of continuing the sequence. Chasing stopped depending on someone's memory.
Before and after
Outcome
First touch
Sent on capture
Follow-up chasing
Manual to automatic
Cadence
Set per contact
Track record
6+
Years building automation
500+
Client reviews (4.9 avg)
650+
Projects delivered
A pattern we build often. Outcomes describe the system and how it changes the work, de-identified for privacy. Named references for your industry are available on request under a mutual NDA.
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