A Self-Running Client Pipeline for a Services Firm

We analyze company workflows, bottlenecks, and revenue opportunities.

Timeline

8 weeks

Client

OneFin

Industry

Fintech

Services

Custom AI Integrations, AI Workflow Automation, Internal Tooling

Challenges

A growing services firm was drowning in manual follow-up. Leads came in faster than the team could chase them, and good prospects went cold before anyone replied.

Solutions

We built a single pipeline that runs from first touch to booked call — capturing every lead, nurturing it automatically, and putting meetings on the calendar without anyone lifting a finger.

Lead Capture. Every enquiry from every channel lands in one place, instantly, with nothing lost.

Automated Nurture. Prospects are warmed with the right message at the right time until they are ready to talk.

Self-Booking Calendar. Qualified leads book straight into the team's calendar — no back-and-forth.

Pipeline Visibility. One clear view of every deal, so nothing stalls and nothing slips.

Results

The firm now reclaims 15+ hours a week, books more calls than ever, and never loses a lead to slow follow-up.

15+ hrs

Saved Weekly

+52%

Booked Calls

Pipeline Speed