How Melbourne Marketing Agency Increased Sales Pipeline 4x
Melbourne Creative Agency | 28 employees
6.2x
Return on Investment
Reduction in Admin Time
Annual Labor Savings
Return On Investment
Implementation Time
The Challenge
What was holding them back?
"Sales team spending 15 hours per week on proposal creation. Proposal quality inconsistent across team. Lead response time averaging 48 hours. Pipeline visibility was limited. Proposals were getting lost in email threads."
Melbourne Creative Agency was facing significant operational hurdles. Manual processes were not only slow but error-prone, leading to client dissatisfaction and team burnout. The lack of scalable systems meant that taking on new business required linear headcount growth, crushing margins.
Manual Bottlenecks
Key staff spent ~40% of their week on low-value data entry instead of strategic work.
Data Fragmentation
Critical business data was siloed in disparate spreadsheets, making real-time reporting impossible.
The Solution
How we transformed their operations
Built automated proposal generation system pulling client data, case studies, and pricing from CRM. Implemented lead scoring and automatic assignment workflows. Created sales dashboard showing real-time pipeline health. Integrated HubSpot CRM with proposal tool and automated follow-up sequences. We deployed a layered automation architecture that addressed immediate pain points while building a foundation for future scalability.
Implementation Components
Technology Stack
Implementation Journey
Weeks 1-2: Discovery & Design
Deep dive into current processes, stakeholder interviews, and solution architecture design.
Weeks 3-6: Build & Integration
Agile development of automation flows, dashboard configuration, and API integration.
Weeks 7-8: Testing & Training
User acceptance testing (UAT), bug fixes, and hands-on team training sessions.
Week 10: Go Live & Handoff
Full deployment, production monitoring, and final project sign-off.
The Results
Measurable impact across the business
"Game changer. Our sales team is closing deals they would have lost due to slow response times. The automated proposals are actually better than what we were creating manually."
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