CASE STUDY

Automating Lead & Client Onboarding Workflows for a Growth Consulting Firm

QuitCode redesigned the firm's internal workflows, centralizing lead management, automating onboarding triggers, and introducing reliable reporting across the sales pipeline.

INDUSTRYConsulting

LOCATION

United States

CLIENT

Growth Consulting Firm

A U.S.-based growth consulting firm helping e-commerce companies scale from $1M to $10M in annual revenue struggled with fragmented internal systems. Lead routing, onboarding, and reporting relied on unreliable automations and disconnected tools, creating operational friction and lost opportunities.

TECHNOLOGIES

Challenge

Before automation, the consulting firm managed leads and onboarding through a fragmented system built on Airtable and Zapier.

Chaotic systems

Leads came in through multiple channels with no consistent routing logic or ownership rules

Redundant tasks

Team members manually re-entered data across HighLevel, spreadsheets, and email threads

Siloed data

Client information was scattered across tools with no single source of truth connecting them

Unreliable processes

Follow-up sequences were inconsistent — each new client experienced a different onboarding flow

The result was

Leads slipping through the cracks, a growing backlog of onboarding tasks, and zero visibility into pipeline health

As the founder described it

"We were running a growth consultancy that couldn't see its own growth."

Solution

QuitCode redesigned the firm's automation architecture while keeping their existing tools.

Airtable as the central CRM — structured database for all leads, contacts, and deal stages

Automated lead routing rules connecting intake forms to CRM assignments in real time

Triggered onboarding sequences synced with HighLevel and Zapier workflows

Make-powered automation replacing manual data entry and cross-tool updates

Real-time sales pipeline dashboard with stage-based tracking and reporting

This architecture replaced disconnected tools with a structured and automated growth workflow.

Before

After

Lead routing

Inconsistent routing across multiple tools

Automated multi-channel routing

Data reliability

Frequent errors and broken automations

Structured and reliable data flow

Lead ownership

Often unclear or incorrectly assigned

Automatic owner assignment

Onboarding process

Manual coordination required

Automated onboarding triggers

Sales visibility

No unified reporting

Real-time pipeline dashboards

Manual work

Hours of weekly updates

Mostly automated workflows

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Let our clients speak for us

The best way to understand QuitCode isn't through our words — it's through the experiences of the teams we work with.

We have a unique organization with a lot of information flows required amongst a hundred entities. We are now accurate in our communications with the various participants with much less time needed by management. The QuitCode team had the technical and listening skills to move us into another realm and for a quite reasonable price. They were very transparent in billing and we felt they were modest in their hourly requirements.

Nancy Janin

Regent's Park Music Festival

These guys are an absolute pleasure to work with-fast, responsive, and incredibly easy to communicate with. Most importantly, the results are outstanding. They truly take the time to customize everything to your specific needs. If I could give more than five stars, I would. Highly recommended, and I will definitely be coming back again!

Nis Lehmann-Matthaei

The Incredible Company GmbH

QuitCode did an excellent job building our interactive portfolio projection tool in Bubble. The project involved translating fairly complex financial models and formulas into a fully functional Bubble application, while also ensuring the UI matched our Adobe XD designs pixel-perfectly. Overall, a very strong Bubble development agency who can bridge the gap between complex logic and polished front-end execution. I look forward to working with them again on future projects.

Tim Harrison

Unity Property