Skill Tech Audio — CRM Migration + Lead Capture

Founders were losing roughly 10 hours per week to manual administrative tasks in scattered tools, resulting in slow follow-ups that caused leads to slip through the cracks.

The Challenge: Admin Drag and Lost Leads

Milk & Honey, like many rapidly growing service businesses, found themselves trapped in manual administrative work. Founders were spending an average of 10 hours per week simply managing inquiries, sending follow-up emails, and trying to track the status of potential bookings using scattered spreadsheets and inboxes.

The Challenge: Admin Drag and Lost Leads

Milk & Honey, like many rapidly growing service businesses, found themselves trapped in manual administrative work. Founders were spending an average of 10 hours per week simply managing inquiries, sending follow-up emails, and trying to track the status of potential bookings using scattered spreadsheets and inboxes.

The Challenge: Admin Drag and Lost Leads

Milk & Honey, like many rapidly growing service businesses, found themselves trapped in manual administrative work. Founders were spending an average of 10 hours per week simply managing inquiries, sending follow-up emails, and trying to track the status of potential bookings using scattered spreadsheets and inboxes.

01

High Latency

Initial customer response times stretched from hours to sometimes a full business day, leaving high-intent leads waiting and often moving on to competitors.

02

Lack of Visibility

The founders lacked a real-time, unified view of their sales pipeline, making it impossible to predict revenue accurately or identify where leads were getting stuck.

The Solution: Instant, Organized Lead-to-CRM Flow

We implemented a streamlined system focused on two core pillars: instant lead capture and centralized management.


First, we designed a simple, dedicated CRM (Customer Relationship Management) system. This wasn't a sprawling, complex tool; it was a lightweight hub built specifically for their needs.


Second, we engineered an automated lead-capture flow. The moment an inquiry was submitted on their website or via a booking form, that data was instantly validated and routed directly into the new CRM.


This eliminated the "human bottleneck." The system now handles all the heavy lifting: instantly sending an acknowledgment to the customer and assigning the task to the right team member.

The Results: Time Saved, Conversions Gained

The new system immediately transformed the client's operations and bottom line, freeing up the founders to focus on core business growth:

01

Time Reclaimed

The immediate elimination of manual data movement saved the team approximately ~20 hours every single week, freeing up staff to focus entirely on customer success and product deployment.

02

Administrative Efficiency

We achieved a ~50% reduction in manual updates required for reporting and client management tasks, drastically improving data accuracy.

03

Increased Output

By clearing the internal bottlenecks and streamlining the workflow, the team’s overall productivity jumped significantly, resulting in 1.3 times more tasks shipped per week.

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