Saved 70% Time for Lead Generation in 4 Weeks
Jack Telford
CEO at Ascent Target
Illia and sProcess team helped us transform our lead generation process, reducing our manual workload by 70% and cutting resource requirements in half.
The Challenge
Ascent M&A Consulting was preparing to launch a large-scale lead generation campaign but faced challenges in optimizing and automating key aspects of the process. Capturing potential leads, finding correct contact information, and conducting outreach were manual, time-consuming, and labor-intensive activities. This bottleneck hindered the firm’s ability to scale its operations as the company grew.
The Final Impact
Reduced Manual Workload:
- Achieved a 70% reduction in manual workload, enabling the team to generate the same number of leads in just one-third of the time previously required.
Optimized Resource Allocation:
- Cut resource requirements in half, allowing a single team member to autonomously manage the process instead of involving multiple people, including the CEO.
sProcess Team’s Approach
The sProcess team collaborated with Ascent M&A Consulting to design and implement a scalable lead generation system that would streamline workflows, reduce manual tasks, and enable efficient operations. By following the phases below, the team delivered a robust, automated solution tailored to meet Ascent’s growth needs:
Automation Identification
The sProcess team began by analyzing Ascent M&A Consulting’s existing lead generation workflows, identifying repetitive and time-intensive tasks that could be automated.
Automation Solutioning and Design
A detailed blueprint for automation was developed, focusing on lead capture, contact data retrieval, and outreach. The team crafted a scalable solution by selecting and designing automations across three integrated platforms to address inefficiencies and streamline operations.
Automation Implementation and Testing
The automation framework was built and rigorously tested to ensure seamless functionality. This phase involved creating and fine-tuning 15 automations to manage leads, maintain data accuracy, and execute outreach with minimal manual input.
Training and Deployment
Comprehensive training sessions were conducted to ensure the Ascent team could confidently utilize the automated workflows. Additionally, team testing and demo sessions were held to empower team members to operate and manage the new system independently.
Monitoring and Improvement
To ensure long-term success, a monitoring framework was established to track the performance of automations and identify potential enhancements.
Optimized Business Processes:
- Identified, refined, and documented lead generation workflows, eliminating inefficiencies and standardizing steps for automation.
Automations Implemented:
- Developed and deployed 15 process automations to reduce manual workload and streamline operations.
Integrated IT Systems:
- Enhanced integration of three IT platforms to support the automations, ensuring seamless data flow and task management.
Custom Email Sequences:
- Created 3 automated email sequences to target leads effectively, following business rules for segmentation.
Book a free Process
Improvement Brainstorm
Session with Illia
In this 30-minute session, we’ll dive into the issues and pain points in your processes, brainstorm improvement ideas, evaluate their feasibility, and identify the best opportunities to streamline your operations. I’ll guide the conversation with targeted questions to help you estimate the time savings and team impact of these ideas. By the end, you’ll gain clarity on which improvements are worth pursuing and how they align with your business goals.