Latutu Financials – Business Automation
Challenge:
Manual processes were slowing down lead follow-ups and delaying quote delivery, causing inefficiencies in client engagement.
Solution:
We integrated a CRM with the client’s website to streamline lead capture, automate email follow-ups, and manage all client communications in one place. Custom intake forms were embedded directly into the website, with automated workflows triggered upon form submission.
Result:
30+ hours saved per month
Increased quote turnaround speed by 60%
Centralized client data for easier follow-ups
“Our team can now focus on what matters—serving clients instead of chasing spreadsheets.” – Operations Manager, Latutu
Tools Used: Airtable, Zapier, HubSpot
Service Type: Project Management, Automation, Strategy