Problem
Reps spent ~6 hrs/week on CRM hygiene & lead routing; slow SLA for inbound leads.
Approach
VA-owned inbox triage + lead enrichment (Clearbit), auto-routing by territory, Slack alerts, Looker Studio dashboard.
Stack
HubSpot, Zapier, Slack, Google Sheets, Looker Studio.
Outcomes
First-touch down from 3h → 35m; +22% meetings booked; ~5 hrs/week reclaimed.
What’s next
We expand on the early results by adding monitoring, A/B tests, and new playbooks. Want a similar outcome? Book a call.