Case Study #2
Results
The Client
Ascension Cleaners: a local, fast-growing cleaning company looking to automate processes and grow fast
Challenge
The cleaning company was rapidly growing but was losing opportunities due to inefficient lead handling. Incoming leads from the website, social media, and ads were slipping through the cracks, quotes took too long to prepare, and staff spent hours manually responding to inquiries. Without a streamlined intake and follow-up process, they risked losing potential clients to faster competitors.
We overhauled their lead intake and quoting systems with full automation:
Lead-to-Call Booking: Built an automated workflow that instantly turned new leads into scheduled calls, eliminating delays in response.
AI-Powered Quotes: Designed an AI intake process that gathered customer details and auto-generated tailored cleaning estimates using pre-built templates, handing off to humans only for final review.
Multi-Channel Integration: Connected website forms, chatbots, and social media pages into a single automated system that captured and routed leads without manual intervention.
Website Build + Automations: Developed a new website with embedded lead flows, integrated with their CRM for tracking and follow-up.
This created a fully connected customer journey from initial inquiry to booked service.
Solution
Our business partnered with theirs to succeed with:
No leads missed: Every inquiry was captured and responded to automatically.
Time savings: Reduced admin workload by an estimated 15–20 hours per week, saving thousands annually in labor costs.
Faster quotes: Clients received tailored estimates instantly, dramatically improving conversion rates.
Professional digital presence: The new website and chatbot system provided a modern customer experience, making the company more competitive in their local market.
The result: the company turned a leaky and inconsistent intake process into a highly efficient, automated sales pipeline, fueling sustainable growth.
Outcome
$10,000
In annual savings
4X
converted leads