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Case study
Quoting and pipeline automation that stops the sale slipping.
Trades services · UK
Quotes were going out slowly and follow-ups were falling between the job software and the sale.
01 · Strategy
Where we started
We set out to automate quoting where the work already lives — ServiceM8 — and put a managed pipeline behind it so no opportunity goes quiet.
02 · Implementation
What we built
→An automated quoting tool connected to ServiceM8
→A managed sales pipeline behind it
→Every follow-up tracked automatically
→The gap between job software and the sale closed
03 · Outcome
What changed
- ✓Quotes out faster
- ✓Every opportunity followed up, automatically
- ✓One pipeline from quote to won
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