Case study · Last updated: September 26, 2026

Consultant: less manual work in lead generation.

We redesigned the lead-generation process and automated the manual steps. The consultant reported cost per lead moving from $2.39 to $0.13. The work began by mapping the existing process, removing repeated work, and keeping a person responsible for quality and final decisions.

The problem

We redesigned the lead-generation process and automated the manual steps. The consultant reported cost per lead moving from $2.39 to $0.13. The work began by mapping the existing process, removing repeated work, and keeping a person responsible for quality and final decisions.

What we built

We started by mapping the process, the information that mattered, the decisions that had to remain human, and the handoff the team needed. The build was tested on sample data before it was connected to live work.

What changed

We redesigned the lead-generation process and automated the manual steps. The consultant reported cost per lead moving from $2.39 to $0.13. The work began by mapping the existing process, removing repeated work, and keeping a person responsible for quality and final decisions.

Results depend on the starting process, lead quality, follow-through, and the way a team uses the system. The reason to review this case is to understand the approach, then decide whether a similar bottleneck exists in your own business.

Security and control

The client kept control of credentials and approvals. Work that could affect a customer or record was bounded by clear rules and reviewed during tuning.

Start with the real work

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