Use Cases
Where automation moves the needle
Explore practical workflows and outcomes by industry.
Industry
Agencies
Problem
Manual reporting, slow follow-ups, messy client onboarding
Solution
Automated client onboarding, follow-ups, reporting, pipeline hygiene
- Intake form → CRM → owner assignment + SLA alerts
- Weekly client reports auto-generated in Looker Studio
- Lead follow-up sequences with AI personalization
Results & KPIs
Results & KPIs
Industry
SaaS
Problem
MQL→SQL leaks; delayed routing; unclear attribution
Solution
Scoring, instant routing, sequenced follow-ups, GTM/GA4 events, dashboards
- Lead scoring automatically identifies hot leads
- Instant routing to sales with context & history
- Multi-touch attribution tracking in GA4
- Automated nurture sequences for demo no-shows
Industry
eCommerce
Problem
Ad waste; weak lifecycle emails; fragmented data
Solution
Guardrails (budget/bid rules), abandoned cart/win-back flows, tracking
- Budget rules prevent overspend on underperforming campaigns
- Abandoned cart sequences with personalized product recommendations
- Win-back campaigns for dormant customers
- Unified conversion tracking across all platforms
Results & KPIs
Benefits
- Spend less time on admin, more on client work
- Scale your practice without hiring
- Deliver more consistent results
Industry
Consultant / Freelancer
Problem
Time spent on proposals, invoicing, client follow-ups instead of billable work
Solution
Automated business operations, client onboarding, and reporting
- Lead capture → CRM → automated proposal sequences
- Client onboarding workflows with automated questionnaires
- Time tracking + invoicing automation
Not sure where to start?
Book a free audit and we'll map out a custom plan for your business
Get a Free Workflow Blueprint