Agnci, a growing automation consultation agency, needed a reliable and scalable sales pipeline to handle the full lifecycle of client acquisition, from lead entry to payment collection. We built an end-to-end system that automated every critical step, giving their team total control without the manual burden.
We conducted a full audit of Agnci’s sales workflow—starting from how leads entered the system to how they were handed off post-sale. We identified key breakdowns: delays between lead qualification and meetings, inconsistent follow-ups, manual proposal creation, and payment collection friction. Every touchpoint was mapped, every inefficiency exposed, and every missed opportunity flagged for elimination.
We built a fully automated pipeline that starts when a lead enters the system and ends with a ready-to-launch project in the PM tool. The system includes meeting tracking, outcome form submissions, contract/proposal/invoice generation and delivery, payment tracking, and automatic record creation in the project management table.
The result? A frictionless sales cycle, faster conversions, and a smoother client onboarding experience.
Agnci avoided the typical chaos of scaling service delivery by automating their sales infrastructure before things broke. Now, every lead is tracked, every step is triggered at the right time, and nothing slips through the cracks.
It comes down to process clarity and automation. Most agencies stay stuck managing deals in chat threads and scattered tools. Agnci took a smarter route—by building a structured, automated pipeline, they now convert faster, close smoother, and launch projects without delay.