US Promotional Products Company

The Problem

A growing promotional products company was drowning in manual operations. Their sales team spent hours on data entry, follow-ups were falling through the cracks, and generating invoices required touching 5 different tools. They were about to hire two more operations staff just to keep up.

The Solution

We built 38+ custom automations covering their entire operational pipeline: from lead capture and smart quote assignment to automated invoicing and payment reminders. Every manual touchpoint was identified and automated.

Key Results

• 38+ automations built and maintained
• ~60% reduction in operational time
• 2 planned hires cancelled
• Invoice processing from 15 min to automatic
• Zero missed follow-ups since launch

Tools Used