Intake Automation for a Service Business
The office team was hand-triaging every new inquiry — hours gone every week. We built a system that qualifies and routes work automatically. They now handle twice the volume without touching most of it.
Real problems. Real fixes. Here's what we've removed — and what it freed up.
The office team was hand-triaging every new inquiry — hours gone every week. We built a system that qualifies and routes work automatically. They now handle twice the volume without touching most of it.
Staff kept interrupting each other for the same answers — pricing, job history, SOPs buried in files no one could find fast. We built a tool that surfaces the right answer instantly. Onboarding got faster. Interruptions stopped.
A business had automated part of their workflow but had no visibility when it broke. We added monitoring and failure handling. Problems get caught before clients see them.
Your operation in there somewhere? Find out where your biggest drain is.