18h/week recovered
Replaced 6 weekly manual reports with automated dashboards and email digests. Team saved 18 hours per week.
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A B2B SaaS startup was drowning in inbound leads but couldn’t process them fast enough. Their sales team of three was manually reviewing every form submission, copying data between HubSpot and Slack, and taking an average of 4 hours to make first contact. By the time they reached out, prospects had already started conversations with competitors.
We audited the full lead flow from form submission to first contact and identified six manual steps that could be automated without losing the personal touch. The key insight was that 70% of leads could be auto-qualified using data already available in the form — company size, budget range, and use case. Only the remaining 30% needed human judgment.
We built a three-tier automation layer using Make.com as the orchestration engine. Tier one: instant form data enrichment via the OpenAI API — classifying lead intent and extracting key signals from the free-text fields. Tier two: automated qualification scoring using a weighted model calibrated against their last 200 closed deals. Tier three: intelligent routing to the right sales rep via Slack, with pre-populated context cards showing the lead’s score, company profile, and suggested talking points.
Time to first contact dropped from 4 hours to 4 minutes — faster than any human-only process could achieve. Lead processing capacity tripled without adding headcount. The sales team reported spending 60% less time on admin and 60% more time on actual conversations. Within 8 weeks, pipeline value per month increased by £18,000.
“They didn’t just speed things up — they fundamentally changed how our sales team operates. We close more deals with fewer people now.”
Alex Rivera
Head of Sales, FormFlow
Replaced 6 weekly manual reports with automated dashboards and email digests. Team saved 18 hours per week.
Rebuilt attribution infrastructure for a D2C brand spending £40k/month on paid. ROAS improved 2.4x in 8 weeks.
Rebuilt the onboarding flow for a B2B SaaS platform. Trial-to-paid conversion increased from 8% to 19%.
