Case study
Case study
Eight hours a week back: a system built to run the operation
Scotland-based B2B lead-generation consultancy · Sales & lead generation
How a purpose-built app gave a Scotland-based lead-generation consultancy around eight hours a week to spend on results instead of reporting, delivered in under eight weeks.
The situation
This consultancy helps its clients work efficiently and make sharp calls in a fast-moving space. As the business grew, more and more of its insight lived across a well-developed set of Excel spreadsheets and pivot tables. They had served the team well, but preparing reports from them was taking time the team would rather spend reviewing the results and acting on them.
The leadership team wanted to bring the same efficiency they deliver for clients to their own operation: an easier way to run regular consultant reviews, a reliable audit trail of activity to support coaching and learning, and faster client reporting. They also saw the chance to set a clear digital direction for the business, rather than adding another spreadsheet each time a need arose.
What we did
Every lead in one place
The app tracks each lead from generation through to outcome (whether it became a meeting and what it led to), tied back to the client and the programme it belongs to.
Targets and progress, live
Each programme carries a target number of leads, and the team tracks progress against it in real time rather than rebuilding a spreadsheet.
Reviews that write themselves up
Every consultant has their own performance page, used to run monthly reviews directly in the system. Notes are captured as the review happens and emailed automatically to the individual: an instant audit trail, with no writing-up afterwards.
The whole team, planned in one view
Each consultant plans their week in the app, booking time to client projects, internal activities or absence. That feeds management reports automatically and chases anyone who has not completed their plan, so resourcing decisions are always made on current data.
Automations that keep things on track
The app checks whether scheduled activities actually happened and automatically chases consultants for any data that is missing, so the picture stays complete without a manager having to notice the gap and follow it up.
Selected screens
A look at the system
Representative screens from the delivered application. Data shown is illustrative. Real client and consultant information has been replaced.
Outcomes
The results
- Around eight hours a week saved across the team
- Live in under eight weeks from starting the work
- Client and management reporting produced from live data
- A built-in, always-current audit trail
- The team’s time planned and visible across clients and projects
- Admin time redirected to revenue-generating work
- A business working to a clear digital plan
Client feedback
The solution has transformed the business, and we’ve had 100% uptime since launch. Any improvements / updates we’ve requested have been delivered promptly.
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