A Canadian professional services firm automated their lead follow-up, client onboarding, and invoicing processes, freeing up 12 hours of team time every week. BrandCurb AI automation case study. Professional Services.
Professional Services
A Canadian professional services firm automated their lead follow-up, client onboarding, and invoicing processes, freeing up 12 hours of team time every week.
4
Key metrics achieved
< 2 Weeks
From kickoff to live deployment
Professional Services
Industry
12
hours per week saved on manual tasks
3
automated workflows deployed in 2 weeks
3 minutes
Lead response time dropped from 4 hours to
7
Invoicing cycle reduced from days to same-day
A small professional services firm with 8 employees was relying on their team to manually send follow-up emails, onboard new clients with repetitive paperwork, and generate invoices after each project milestone. These administrative tasks were consuming time that could have been spent on billable client work.
The firm’s lead follow-up process was inconsistent. Some leads received immediate responses; others waited days. Client onboarding required sending the same documents and instructions manually every time. Invoicing was delayed by an average of 7 days after project completion, directly impacting cash flow.
We designed and deployed three interconnected automations:
All three automations were live within two weeks. The firm saved 12 hours per week across their team of 8, lead response time improved from hours to minutes, and invoices were sent the same day work was completed instead of a week later.
“We knew we were spending too much time on follow-ups and paperwork, but we did not realize how much until the automation showed us what was possible.”
— James Chen, Managing Partner