Case Study — Workflow Automation
Automated onboarding and CRM hygiene for a B2B SaaS
The challenge
New trial signups triggered a chain of manual steps: account setup, CRM records, welcome sequences and internal handoffs — each a chance to drop a customer.
What we built
A workflow provisions the account, creates and enriches CRM records, starts the right email sequence based on plan and company size, and posts a summary to the sales channel for high-fit accounts.
Technology
What's under the hood
Listing a tool here doesn't imply a partnership — we choose the stack for the job.
- n8n
- Custom API
- Stripe
- HubSpot-compatible CRM
- OpenAI
Outcome
What changed
Onboarding runs the same way every time, sales sees high-fit trials immediately, and CRM data stays clean without manual upkeep.
More
Other patterns we've automated
AI Lead Automation
Speed-to-lead for a multi-agent real-estate team
- Challenge
- Portal and paid-ad leads arrived faster than agents could call them. Many went cold before a first conversation, and follow-up was inconsistent.
- Outcome
- Every inbound lead now receives an immediate call and a structured follow-up sequence. Agents start their day with booked appointments instead of a list to dial.
- AI Calling Agent
- GoHighLevel
- Twilio
- Google Calendar
Customer Communication
Turning missed calls into booked jobs for a home-services company
- Challenge
- Calls during jobs and after hours went to voicemail. Prospects hung up and called the next company on the list.
- Outcome
- After-hours inquiries are now captured and scheduled instead of lost. The office team starts each morning with a populated job board.
- AI Receptionist
- Twilio
- Make
- Airtable
Next step
Want a result like this for your business?
Tell us about the process you want to improve. We'll come back with an approach, a timeline and a cost — no obligation.