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PROFESSIONAL SERVICES CASE STUDY

PROFESSIONAL SERVICES

Industry: Professional Services

Use Case: Client Intake & Workflow Automation

Challenge:

Client onboarding and document collection were manual and inconsistent.

Solution:

Automated intake forms, CRM pipelines, and WhatsApp updates were implemented to streamline onboarding.

Tools Used:

HubSpot CRM, WhatsApp Business API, Make.com, Webflow

Results:

  • Faster onboarding

  • Better case visibility

  • Reduced administrative workload

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