Case Study
GrowthOps Agency — High-Volume Lead & Client Management
Client: Growth operations consultant (15+ clients/month, $10k+ each)
Challenge
Fast scaling caused chaotic lead/workflow management, missed updates, and lost leads.
Solution
- GHL automations and pipelines for lead status and conversion tracking
- Typeform → Make.com → Airtable syncs between client forms and internal sheets
- Custom Airtable dashboards for client transparency
- Automated percentage tracking and Zapier-powered notifications
Result
- Saved dozens of work hours weekly
- Prevented loss of thousands in untracked leads
- Enabled founder to manage high-value clients without burnout
Stack
GHL, Make.com, Zapier, n8n, Airtable, Typeform
Objectives
- Define clear KPIs and success metrics
- Automate the highest‑leverage workflows first
- Ensure data integrity across integrated systems
Outcomes
- Operational time savings and higher conversion
- Real‑time visibility for teams and stakeholders
- Scalable architecture for future growth