From 15 hours a week to under 3
Proposal automation for a consulting firm — a representative example of the work we do.
These are representative examples based on the type of work we do and results we've achieved. Details have been kept general to protect client confidentiality.
From 15 hours a week to under 3: Proposal automation for a consulting firm
The situation
A mid-sized consulting firm was spending 15+ hours per week creating client proposals. Partners were pulling data from multiple sources, formatting documents manually, and customizing each proposal from scratch — leaving little time for billable work.
What we built
An internal intake form connected to an AI that reads the project details and generates a complete, branded proposal in minutes. The document is saved automatically to Google Drive and the responsible consultant is notified immediately.
Result
Proposal creation time dropped from 15 hours per week to under 3. Quality became consistent across the entire team, and senior staff reclaimed their time for revenue-generating work.
From days to minutes: automatic lead follow-up
The situation
A regional B2B distributor was receiving leads through their website and a trade directory listing. Leads sat unassigned for hours — sometimes days — before someone followed up. By then, the prospect had often moved on.
What we built
An automated flow that captures every new lead, creates the contact in their CRM, sends a personalized first reply within 2 minutes, and alerts the responsible sales rep with all the lead details. No manual steps required.
Result
First response time went from an average of 6 hours to under 2 minutes. The sales team stopped losing leads to slower follow-up and recovered time previously spent on CRM data entry.
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