Illustrates agency-level growth supported by automation, where integrations streamline onboarding, reporting, and collaboration across multiple client ecosystems.
Start with a small, precise KPI set mapped to single sources of truth—dispatch, GPS, inventory, invoicing—so teams act within 24 hours. Measure, act, win fast.
Automate post-service follow-ups: trigger within 2 minutes, send a 5-minute CTA SMS/email, maintain 95% CRM sync, and deliver real-time SLA reports with weekly executive summaries.
Stop enrollment leaks in 30 days with one integration-driven dashboard unifying CRM, marketing, direct-mail, and analytics—driving measurable lift fast.
Automation-driven playbook: daily reconciliation, 5-minute heartbeats, and tamper-evident logs reduce missed mailings and clarify ROI for fast, measurable outcomes. 4 min read.
Launch direct mail in three short sprints: export reactivation cohorts, map fields to postcard providers, run tracked tests, and measure lift with cloud-native integrations.