All work
A 40-person marketing agencyLead & CRM Automation
Reclaiming 1,200 hours a year across client delivery
We orchestrated the agency's delivery pipeline across GoHighLevel, n8n, and Slack to remove manual coordination.
1,200
hours reclaimed / yr
31%
more client capacity
0
new hires needed
The challenge
Account managers spent more time on status updates and handoffs than on client strategy, capping growth.
Our approach
- 01Mapped the full delivery workflow and quantified manual time.
- 02Automated intake, task routing, and status reporting.
- 03Connected GoHighLevel, project tools, and Slack.
- 04Built dashboards for live delivery visibility.
System architecture
IntakeForms + CRM enrichment
Orchestraten8n flows + routing rules
NotifySlack + email + reporting
VisibilityLive delivery dashboards
“We took on a third more clients with the same team. The automation paid for itself in under two months.”
What should your business stop doing manually?
Book a 30-minute strategy call. We'll identify the repetitive workflow costing you the most time or opportunity and map a practical path to automate it.