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Automating Lead & Client Onboarding Workflows for a Growth Consulting Firm
THE CHALLENGE
Lead routing was chaotic, onboarding was manual, and siloed tools prevented any real visibility into the sales pipeline.
THE SOLUTION
QuitCode redesigned the firm's internal workflows using Airtable, Make, Zapier, and HighLevel to centralize lead management and automate onboarding triggers.
30%fewer routing errors
10+hours saved per week
100%pipeline visibility