Automation · 2024
Business Automation Suite
A connected set of workflows covering lead capture, CRM sync, email follow-up and weekly reporting.
Business Automation Suite
Workflow map Weekly report
The problem
Leads were spread across forms, inboxes and spreadsheets. Follow-up depended on whoever remembered, and reporting was assembled by hand each Friday.
The solution
Every lead source funnels into a single normalisation workflow that de-duplicates, enriches and writes to the CRM, then starts a follow-up sequence. A scheduled workflow compiles the weekly report and delivers it before the Monday meeting.
Features
- Lead generation capture from multiple sources
- CRM record creation and de-duplication
- Workflow automation across departments
- Google Sheets as a live operations layer
- Sequenced email automation
- Automated weekly reporting
Lessons learned
Automation exposes bad process. Half the value came from forcing clear definitions of what a 'qualified lead' actually was.