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Automation · OpsProfessional services14 weeks
Automationstackfora40-personservicesfirm
Eliminated 82% of admin work across CRM, invoicing, and onboarding — saving an estimated 1,900 hours per year.
Headline result
0 hrs / yr
Client
Confidential services firm
Timeline
14 weeks
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01
The challenge
What we walked into
A 40-person services firm was spending thousands of hours per year on manual CRM updates, invoicing, contract routing, and onboarding.
02
The approach
How we built it
We designed a connected automation layer — forms, CRM, invoicing, e-sign, calendars, and Slack — with approval routing and full audit trails.
03
The results
What it moved
Admin work dropped by 82%, and the firm recovered roughly 1,900 hours per year. Onboarding time for new clients fell from 11 days to 3.
Outcomes
What the team actually got.
82% reduction in manual admin work
~1,900 hours recovered per year
Client onboarding 11 → 3 days
Zero missed invoice cycles in 6 months
Stack
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