Transform Your Client Management with Automation SolutionsTransform Your Client Management with Automation Solutions
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Operations Automation: Reducing Admin Work by 40%
An Interior decor brand was struggling to manage a high volume of inquiries. Because budgets ranged from $100 to $100,000, the founder was spending hours every day manually digging through her inbox to find her ideal clients. This delay meant that high-value leads ($20k+) were often waiting days for a response, leading to lost opportunities.
What I did
I built a system that acts as an automated 'digital receptionist.' Using Make.com and Google Sheets, I created a filter that instantly categorises leads by their budget:
Priority Leads ($20k+): These are sent an immediate invitation to book a call directly on the founder’s calendar.
Developing Leads: I designed automated, brand-aligned responses that share collaboration guides and resources. This ensures every person who reaches out receives value, even if they aren't a fit for a full project yet.
The Result
We turned a days-long waiting period into a response time of just a few minutes. This system reduced lead loss and cut down manual administrative work by 40%, allowing the founder to focus entirely on pre-booked calls with her target clients.
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