80%
of pipeline ran human-free
2 hrs → 5 min
proposal turnaround time
10 hrs+
saved per week on sales work
Problem
JFDigital didn't have a CRM system or an effective way of nurturing leads — whether inbound or outbound. Their workflows were unstructured and chaotic, meaning deals were slipping through the cracks and the team was spending hours on manual follow-ups and proposal writing.
Solution
- A modern, easy-to-operate CRM system built in ClickUp to centralise every lead and deal
- A routing form on the client's website where leads submit business information ahead of the sales call — acting as pre-qualification and prep in one step
- Automation that instantly adds incoming leads to the CRM and triggers the right follow-up sequences
- An AI-powered sales proposal system that reads the agency's brand guidelines and generates a ready-to-send proposal in 3 minutes or less
- Automated onboarding emails and procedures that fire the moment a lead is marked as closed
Results
- Time to generate a sales proposal after a meeting dropped from ~2 hours to ~5 minutes, directly increasing client conversion rate
- 80% of the lead-to-client pipeline now runs without any human involvement
- Sales workflow hours dropped by 10+ hours per week
- Professionalism of service increased through consistent, timely communication touch points at every stage of the pipeline