Techvest
About . Case Studies

Real workflow transformations that improved speed, efficiency, and scalability. Every business operates differently
our systems are designed to solve the specific operational bottlenecks that matter most.

3

Case Studies

15

Systems Built

100%

Efficiency Gains

Integration
Tech Integrations Slider
OpenAI
Zapier
Monday
Slack
Notion
Airtable
Google Workspace
Twilio
HubSpot
OpenAI
Zapier
Monday
Slack
Notion
Airtable
Google Workspace
Twilio
HubSpot
Featured Work

Each project tackles unique challenges with tailored automation systems that deliver measurable operational improvements

How It Works
A structured approach to identifying, designing, and deploying automation systems that work.

01

Discovery

We audit your current workflows to identify bottlenecks, manual steps, and automation opportunities.

02

Design

We map out the automation architecture with clear triggers, actions, and integrations tailored to your stack.

03

Configure

We develop and test each workflow component, ensuring reliable performance before deployment.

04

Monitor & Optimize

We monitor, refine, and scale your automations based on real performance data and feedback.

Case Studies
Case Study 01
Home Services Company

Lead Response &
Scheduling Automation

The Problem

The company relied on manual lead handling through email and phone calls. Response delays caused missed opportunities, inconsistent scheduling, and lost revenue potential.

The Solution

We implemented a structured automation workflow that captured new inquiries instantly, assigned leads to the correct staff, and triggered automated confirmations and reminders.

Lead Capture
Auto-Assign
Schedule
Confirm
Remind
Systems Included
Lead Capture Automation Appointment Scheduling Follow-Up Sequences Calendar Sync Notification Routing

Results Achieved

Reduced response time significantly
Improved scheduling consistency
Increased operational efficiency
Eliminated repetitive manual coordination
Case Study 02
Consulting Firm

Client Onboarding &
Workflow Automation

The Problem

Client onboarding required multiple manual steps including document collection, task assignment, and follow-ups — causing delays and inconsistent onboarding experiences.

The Solution

We developed a structured onboarding system that automated document collection, created client folders, assigned tasks to team members, and tracked progress through a centralised dashboard.

Intake Form
Doc Collect
Task Assign
Track
Dashboard
Systems Included
Client Intake Forms Document Collection Workflow Task Assignment Automation Reminder Sequences Status Tracking Dashboard

Results Achieved

Reduced onboarding delays
Improved internal coordination
Standardized onboarding workflow
Enhanced client experience
Case Study 03
Real Estate Team

Lead & Follow-Up
Automation

The Problem

Leads were received from multiple sources but managed inconsistently. Follow-ups were often delayed, reducing engagement and opportunity conversion.

The Solution

We implemented a centralised CRM workflow that automatically captured leads, assigned responsibilities, and triggered structured follow-up sequences across all sources.

Multi-Source
CRM Capture
Route
Follow-Up
Pipeline
Systems Included
Lead Routing CRM Integration Automated Follow-Ups Status Tracking Pipeline Monitoring

Results Achieved

Improved lead management visibility
Increased follow-up consistency
Reduced manual workload
Strengthened workflow reliability

Automation Success Stories

Real Workflow Transformations That Improved Speed, Efficiency, and Scalability

The automated client onboarding and project sync systems saved us 15+ hours per week. Our clients saw instant responses and we didn’t drop a single lead this quarter.

"The automated client onboarding and project sync systems saved us 15+ hours per week. Our clients saw instant responses and we didn't drop a single lead this quarter."

E

Emily M.

Startup Founder

Your Workflow Automated?

Tell us about your operational bottlenecks and we’ll design a custom automation system to eliminate them.