Consulting Firm Automates Billing & Lead Scoring — Saving $1,500 Monthly

This boutique consulting firm manually sent invoices, tracked receivables by spreadsheet, and chased payments by email or phone. Lead management lived in inboxes — making it hard to see who was ready to close.

They engaged the AE Elite Plan to automate revenue operations.

Key Business Pain Points

• Manual billing workflows
• Late and missed invoices
• Untracked leads
• No structured follow-up cadence
• No sales forecasting

Cash flow uncertainty created risk.

Systems Implemented

• Automated invoicing & reminders
• Stripe recurring billing
• Sales pipeline automation
• Lead-scoring triggers
• Internal task notifications
• Contact segmentation

Performance Improvements

✔ Billing processing time reduced 90%
✔ Past-due invoices decreased 63%
✔ Sales cycle time improved 32%

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Cost Savings

Automation replaced ~10 admin hours weekly.

10 hrs/week × $37.50/hr
= $1,500/month in cost savings

Plus — revenue consistency improved forecasting accuracy.

Strategic Benefit

The firm now scales without increasing admin staffing — and executives finally have line-of-sight into revenue health.

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