Automating Lead & Client Onboarding Workflows for a Growth Consulting Firm
QuitCode redesigned the firm's internal workflows, centralizing lead management, automating onboarding triggers, and introducing reliable reporting across the sales pipeline.
USA
A U.S.-based growth consulting firm helping e-commerce companies scale from $1M to $10M in annual revenue struggled with fragmented internal systems. Lead routing, onboarding, and reporting relied on unreliable automations and disconnected tools, creating operational friction and lost opportunities.
Challenge
Before automation, the consulting firm managed leads and onboarding through a fragmented system built on Airtable and Zapier.
Chaotic systems
Leads came in through multiple channels with no consistent routing logic or ownership rules
Siloed data
Client information was scattered across tools with no single source of truth connecting them
The result was
Leads slipping through the cracks, a growing backlog of onboarding tasks, and zero visibility into pipeline health
Redundant tasks
Team members manually re-entered data across HighLevel, spreadsheets, and email threads
Unreliable processes
Follow-up sequences were inconsistent — each new client experienced a different onboarding flow
As the founder described it
"We were running a growth consultancy that couldn't see its own growth."
Solution
QuitCode redesigned the firm's automation architecture while keeping their existing tools.
Airtable as the central CRM — structured database for all leads, contacts, and deal stages
Automated lead routing rules connecting intake forms to CRM assignments in real time
Triggered onboarding sequences synced with HighLevel and Zapier workflows
Make-powered automation replacing manual data entry and cross-tool updates
Real-time sales pipeline dashboard with stage-based tracking and reporting
This architecture replaced disconnected tools with a structured and automated growth workflow.
Lead routing
Data reliability
Lead ownership
Sales visibility
Manual work
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