Fahad Sheji
AI Automation Architect | AI Agent | Systems Guy!
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How We Used HubSpot + Zapier To Turn Manual Sales Follow-Ups Into Automated Growth
Overview
Banch Marketing had leads coming in, but follow-ups, proposals, scheduling, and deal tracking were still handled manually.
We built a centralized HubSpot sales system that kept every lead moving without the team having to chase each step.
❌ Before Automation
→Sales reps had to remember when to follow up with every lead.
→Hot leads went cold because responses were not always sent on time.
→Proposal follow-ups were easy to miss once a deal moved forward.
→Call scheduling created unnecessary back-and-forth with prospects.
→The team had no clear view of which deals needed attention.
✅ After Automation
→Every new lead was entered into HubSpot with the correct stage and details.
→Follow-up emails were sent automatically based on lead activity.
→Sales tasks and proposal reminders were created without manual tracking.
→Calendly made meetings easier to book and easier to monitor.
→The team gained a cleaner pipeline, faster follow-ups, and stronger conversion tracking.
Need smoother sales follow-ups, lead nurturing, and deal tracking?
Let’s build it together.
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How We Used Botpress + Make.com (http://Make.com) To Turn A Long Legal Form Into An AI Lead Assistant
Overview
We replaced a long 20+ field legal contact form with a 24/7 AI chatbot that captured, qualified, and synced leads into the CRM.
This helped the legal team respond faster, reduce drop-offs, and capture more qualified case inquiries.
❌Before Automation
→Visitors had to fill out a long legal form before speaking to anyone.
→Many leads dropped off because the form felt slow and overwhelming.
→The team had to manually review lead details before determining whether a case was qualified.
→Follow-ups were delayed because lead data was not routed to the correct system in real time.
→Document handoff and lead tracking were handled through separate steps.
✅After Automation
→Visitors could speak with an AI legal assistant instead of filling a long form.
→Leads were qualified through a simple chat flow before being routed to the team.
→Qualified leads were automatically synced into ActiveCampaign.
→Follow-up calls and nurture sequences were triggered faster through JustCall and CRM automation.
→The system improved lead capture, reduced response time, and saved 20+ hours weekly.
Need smoother lead follow-up, onboarding, and client tracking?
Let’s build it together.
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How We Used Slack + Notion To Automate The Full Client Journey
Overview
We built a smart client management system that automated lead follow-ups, onboarding, contract management, invoicing, and deal tracking.
This helped the team reduce manual work, move faster, and keep every client step organized in one place.
Before Automation
→Leads were captured manually, causing delays in follow-ups.
→The team spent about 1 hour on admin work per client journey.
→Client onboarding was slow because contracts, invoices, and setup steps were handled separately.
→Deal updates were scattered across multiple tools, making it hard to track progress.
→The business had no scalable system to manage leads, onboarding, and client follow-up
After Automation
→New leads were automatically captured and moved into the CRM.
→Email nurture flows follow up with prospects without manual chasing.
→A single, seamless workflow triggered contracts, invoices, and onboarding steps.
→Slack, Notion, and internal tools kept the team updated in one place.
→Manual work dropped by 70%, helping the team scale operations with fewer delays.
Need smoother lead follow-up, onboarding, and client tracking?
Let’s build it together.
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200+ Businesses Trusted Us To Build What Matters
Behind every testimonial is a real business owner trying to save time, fix chaos, and grow with clarity.
We understand the people, the pressure, and the business behind every system we create.
If your business needs better systems, message me. I’ll take a look and show you where automation can save time, improve operations, and support growth.
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Unified Analytics Dashboard + Product Reporting System
Built a centralized reporting system to bring sales, product, and business data into one clear dashboard for faster decision-making.
Before Automation
📉 Scattered business data
• Reports were spread across different tools and files
• Product performance was hard to track clearly
• The team had to spend too much time preparing reports manually
• Decision-making was slower because the data was not in one place
• Leadership could not get a clear view of what was working and what needed attention
After Automation
📊 One clean reporting dashboard
• Business data was centralized into one dashboard
• Product performance became easier to track
• Manual reporting time was reduced
• Leadership gained faster visibility into key numbers
• The team could make decisions with more confidence and less delay
Impact
✅ 30% faster decision making
✅ 25% revenue growth in 6 months
✅ 70% less manual reporting time
✅ 12+ automated reporting processes
Tools Used
• Google Looker Studio
• Automation Workflows
• Reporting Dashboards
• Google Sheets
• Data Integration
View Full Case Study here (https://automatemybiz.ai/case-study/anthony-oneil/)
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AI-Powered CRM Built To Capture And Qualify Leads
Built a lead qualification and CRM workflow that captures inquiries, filters serious prospects, and helps the team follow up faster.
❌ Before Automation
→Leads were coming in, but the process was not clean.
→New inquiries had to be checked manually.
→Some leads needed a quick follow-up.
→Others were not the right fit.
The team had no easy way to separate serious prospects from low-quality leads.
This created 4 problems:
• Slow lead response
• Manual lead checking
• Missed follow-ups
• No clear CRM visibility
Better short version for design:
✅ After Automation
We built an AI-powered lead qualification and CRM system.
The system captures new leads, verifies the information, qualifies prospects, and sends the right data to the CRM. This gives the team a cleaner pipeline and faster follow-up process.
Now the business can see:
• Who the lead is
• What they need
• How serious they are
• Where they are in the pipeline
• What action should happen next
See The Full Workflow here
(https://automatemybiz.ai/case-study/ithinkihaveacase-crm/)
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