Northbridge Consulting

How we designed and implemented a custom AI automation system that streamlined internal processes and improved lead qualification for a growing SaaS company.

//Automation Timeline

8 Weeks

//Industry

Marketing Technology

//Company Size

150 Employees

Case Image

//The Challenge

We conducted a deep analysis of internal workflows, CRM usage and lead routing processes to uncover bottlenecks, repetitive manual tasks and hidden conversion leaks. This allowed us to identify where time was being lost, where leads were dropping off, and which operational gaps were directly impacting revenue growth.

//Strategy

We conducted a deep analysis of internal workflows, CRM usage and lead routing processes to uncover bottlenecks, repetitive manual tasks and hidden conversion leaks. This allowed us to identify where time was being lost, where leads were dropping off, and which operational gaps were directly impacting revenue growth.

//Execution

We conducted a deep analysis of internal workflows, CRM usage and lead routing processes to uncover bottlenecks, repetitive manual tasks and hidden conversion leaks. This allowed us to identify where time was being lost, where leads were dropping off, and which operational gaps were directly impacting revenue growth.

//Metrix

//Work Reduction

38%

//Leads Growth

2.7x

//Response Speed

55%

//Monthly Cost Savings

$14K

Northbridge Consulting

How we designed and implemented a custom AI automation system that streamlined internal processes and improved lead qualification for a growing SaaS company.

//Automation Timeline

8 Weeks

//Industry

Marketing Technology

//Company Size

150 Employees

Case Image

//The Challenge

We conducted a deep analysis of internal workflows, CRM usage and lead routing processes to uncover bottlenecks, repetitive manual tasks and hidden conversion leaks. This allowed us to identify where time was being lost, where leads were dropping off, and which operational gaps were directly impacting revenue growth.

//Strategy

We conducted a deep analysis of internal workflows, CRM usage and lead routing processes to uncover bottlenecks, repetitive manual tasks and hidden conversion leaks. This allowed us to identify where time was being lost, where leads were dropping off, and which operational gaps were directly impacting revenue growth.

//Execution

We conducted a deep analysis of internal workflows, CRM usage and lead routing processes to uncover bottlenecks, repetitive manual tasks and hidden conversion leaks. This allowed us to identify where time was being lost, where leads were dropping off, and which operational gaps were directly impacting revenue growth.

//Metrix

//Work Reduction

38%

//Leads Growth

2.7x

//Response Speed

55%

//Monthly Cost Savings

$14K

Northbridge Consulting

How we designed and implemented a custom AI automation system that streamlined internal processes and improved lead qualification for a growing SaaS company.

//Automation Timeline

8 Weeks

//Industry

Marketing Technology

//Company Size

150 Employees

Case Image

//The Challenge

We conducted a deep analysis of internal workflows, CRM usage and lead routing processes to uncover bottlenecks, repetitive manual tasks and hidden conversion leaks. This allowed us to identify where time was being lost, where leads were dropping off, and which operational gaps were directly impacting revenue growth.

//Strategy

We conducted a deep analysis of internal workflows, CRM usage and lead routing processes to uncover bottlenecks, repetitive manual tasks and hidden conversion leaks. This allowed us to identify where time was being lost, where leads were dropping off, and which operational gaps were directly impacting revenue growth.

//Execution

We conducted a deep analysis of internal workflows, CRM usage and lead routing processes to uncover bottlenecks, repetitive manual tasks and hidden conversion leaks. This allowed us to identify where time was being lost, where leads were dropping off, and which operational gaps were directly impacting revenue growth.

//Metrix

//Work Reduction

38%

//Leads Growth

2.7x

//Response Speed

55%

//Monthly Cost Savings

$14K

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