Consulting Firm Scaling
How we helped a consulting firm increase client capacity by 40% through strategic automation
Manual client onboarding and project management processes were limiting growth, causing the firm to turn away potential clients due to capacity constraints.
We implemented a comprehensive automation system that streamlined client onboarding, project tracking, and resource allocation, allowing the firm to handle 40% more clients with the same team.
Key Results
40% increase in client capacity
75% reduction in onboarding time
60% decrease in administrative workload
35% increase in revenue per consultant
Our Process
Analyzed existing client onboarding and project management workflows to identify automation opportunities.
Designed comprehensive automation system for client onboarding, project tracking, and resource allocation.
Integrated automation tools with existing CRM and project management systems for seamless workflow.
Continuously optimized automation processes based on performance metrics and client feedback.
Technologies Used
"TaskMate's automation solution transformed our business. We can now handle 40% more clients without compromising quality. The automated onboarding process alone saved us 15 hours per client."
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