Case Study

Morrison & Associates

How a 47-person professional services firm eliminated 600 hours/year of manual work in 90 days.

Download PDF
600 hrs
saved per year
$42K
annual value recovered
11 days
to first automation live
The Challenge
  • · Manual invoice reconciliation across QuickBooks and client billing sheets — 2 days per month.
  • · CRM update lag after client calls — reps spending 30+ min per call logging notes by hand.
  • · Weekly report assembly pulling from 3 separate tools — over 30 hours per month.
The Solution
  • · CRM auto-update from call transcripts — HubSpot fields populated within 60 seconds of call end.
  • · Invoice-to-QuickBooks sync triggered on deal close — zero manual entry.
  • · Automated weekly report pipeline — formatted report delivered every Monday at 8am.
“

I didn't believe the 90-day ROI claim. We were fully automated and had reclaimed 1.4 FTE of effort in 88 days.

— James Morrison
Managing Partner, Morrison & Associates

Ready to see results like Morrison & Associates?

Jump on a 30-min call. We'll map out exactly what you need and whether we're a fit.

Book a free strategy call →