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January 6, 2022
Hours Saved Each Month
Leads Processed Each Month
Automated Steps in This Workflow
Virtual assistant agency Squared Away needed automations to support their Inbound Lead Handling Process.
We constructed an automated workflow that replaces several steps of manual work with automated messages and actions. New leads receive automatic emails with scheduling links, while automatic notifications keep Squared Away’s team in the loop. Additional workflow refinements such as Contract Templates have also contributed to time saved and reallocated.
Squared Away previously spent 6.5 hours each week contacting inbound leads and sending contracts. XRay’s automations reduce that process to about 5 minutes.
“XRay has helped to clear up tedious tasks so I can focus more of my time on personalized client interactions, fielding unique questions, and generally being more proactive. All the while, our clients feel more informed than ever.”