Case studyLead Dispatch Engine
A real estate consultancy was spending more than 30 hours a month copying leads out of an inbox into spreadsheets by hand. One automation now does the whole thing, from the moment the email lands to the consultant it belongs to.
- Industry
- Real estate commercialisation
- Service
- Lead dispatch automation
- Impact
- 30+ hours saved every month
The challenge
New leads came in by email and were copied by hand into a few different spreadsheets.
That cost them more than 30 hours a month, it introduced typing errors on a regular basis, and it slowed down how fast they got back to people. In this business, being slow to reply costs you the deal. They had wanted to fix it for a long time and had not found the right way to do it.
The solution
One automation now watches the inbox and handles the whole path, from the email landing to the lead sitting with the right consultant.
- 1It watches the Outlook inbox for new lead emails.
- 2It pulls the lead details out of the message.
- 3It writes every lead into the Airtable database.
- 4It assigns the lead to the right consultant, based on rules we set together.
The results
- More than 30 hours a month back for the team
- Faster replies to new leads
- Fewer typing errors and less checking afterwards
- One clear view of every incoming lead in Airtable
“Aren is an automation genie. Thanks to the automation he built, we finally got rid of one of our most manual tasks. This is something we wanted to automate for a while. We are very happy with the work Aren delivered.”
Curious what this would look like for you?
I'd be happy to have a 30-minute conversation, just to see where the best opportunities lie in your business. No pressure to work together.