Challenge

A B2B service provider was losing leads due to:

• Inconsistent follow-up (some leads waited weeks for responses)
• No clear pipeline visibility
• Manual proposal drafting taking hours per lead
• Scattered contact data across email, spreadsheets, and sticky notes

Solution

We implemented a CRM and automation system that:

1. Centralized all contacts into a single, clean database
2. Automated follow-up sequences for new leads
3. Built proposal templates with AI-assisted customization
4. Created a visual pipeline showing deal stages and next actions

Outcome

• 25% increase in lead-to-customer conversion
• 40% faster response times (from days to hours)
• 50% reduction in time spent drafting proposals
• Full pipeline visibility for the first time in company history

Key Takeaway

Marketing automation isn’t about spam—it’s about consistency. When every lead gets timely, relevant follow-up, conversion rates rise and nothing falls through the cracks.