[ CASE STUDY ] NDIS PROVIDER
In two months, an NDIS provider saved around 70 hours a month across their staff.
70
hours a month saved across their staff (around)
15
office staff
2.5x
lower lead cost
[ 01 ] THE PROBLEM
Tasks, reminders and business information lived in documents and notes.
[ 02 ] THE APPROACH
- Mapped every process in the business: how it's done, who owns it, how much it matters.
- Set up a CRM on HighLevel.
- Built more than 50 automations for reminders, client emails and follow-ups.
- Set up and ran advertising on Facebook and Google.
[ 03 ] THE RESULT
Across their staff, the 15-person office saved around 70 hours a month, and their leads now cost 2.5x less.
[ 04 ] WHAT CAME NEXT
- A custom platform, built from scratch, to replace the off-the-shelf product.
- Forms, lead handling and tasks between staff.
- Text messages and phone calls, through 8x8.
- Calendar sync, form pre-fill and email marketing campaigns.
[ 05 ] IN THEIR WORDS
Testimonial to come.