IThinkIHaveACase.com - CRM & Automation
How IThinkIHaveACase.com Resolved a Five-Figure Revenue Loss with AutomatMyBiz’s Custom Automation Solutions.
About IThinkIHaveACase
IThinkIHaveACase.com is a platform created by LawByMike and Ugo Lord, two legal content creators with over 50 million followers. It connects individuals with legal questions to law firms, providing an easy way to find legal help online.
However, the company faced operational challenges due to a disorganized CRM system, broken automation, and a lack of reporting, leading to missed leads and lost revenue. They were looking for a fresh start to create a smooth and friendly lead management system to help them grow!
Tools used:
Challenges
- CRM Disorganization: A cluttered CRM made it hard for the sales team to track leads, disrupting the sales process and losing valuable inquiries.
- Automation Failures: With 70% of automated processes outdated or broken, the team was stuck with manual tasks, wasting over 100 hours weekly on lead follow-ups.
- Revenue Loss: Ineffective lead nurturing due to broken automations resulted in lost revenue in the 5-6 figure range, as potential clients were not receiving the right information at the right time.
- Lack of Reporting: Without a system to track lead performance, conversion rates, or other metrics, the company struggled to make informed decisions.
Objective
- Improve CRM organization to streamline the lead tracking process.
- Update and set up reliable automations to save time and increase lead nurturing efficiency.
- Implement a reporting system to track performance and support data-driven decision-making.
- Recover lost revenue by optimizing lead conversion.
Approach
– CRM Optimization: We simplified their sales pipelines, consolidated stages, and organized the contact database, adding custom fields to track user inquiries accurately.
– Automation Setup: Built 100+ touchpoints across SMS, email, and phone calls to guide leads through the sales process, including an AI-powered voicemail using Mike’s voice for a personalized touch.
– Integration & Customization: Customized the CRM to fit their sales workflow and integrated tools like ActiveCampaign, MAKE.com, JustCall, and DocuSign to automate tasks such as contract dispatch and status updates.
– Reporting & Documentation: Introduced detailed reporting tools for conversion rates, lead performance, and sales data, providing training materials to ensure the team could use the new system effectively.
Execution
- Consolidated and streamlined the CRM system, aligning it with the company’s goals and preparing it for future growth.
- Rebuilt automations, creating over 100 engagement points across multiple channels to enhance lead nurturing and follow-up.
- Customized the CRM to match their sales process, automating contract dispatch and client tracking for seamless management.
- Provided documentation and video tutorials to support team training on the new systems.
Automation Dragram
This is a flowchat we developed on how the automation would look like visually
CRM Pipeline
Screenshot of 1/2 Pipeline we created with custom stages fitting their sales cycle
CRM Automation List
Screenshot of the 10+ custom automations build on their CRM
CRM Automation 1
Screenshot of the automation processing leads (with 20+ touchpoints, Auto-Rejection, AI Solution etc)
CRM Automation 2
Screenshot of the automation sequence with 30+ Touchpoints for No Response Leads
Custom Automations List
Screenshot from MAKE.com of the 20+ Advanced Automations supporting their law firm
Custom Automation 1
Screenshot of a Custom Automation that creates contracts and sends it to LawFirms
Custom Automation 2
Screenshot of custom automation that does Case Management
Result
| Metrics | Before Implementation | After Implementation |
|---|---|---|
| Time Savings | 100+ hours per week on manual tasks | 100+ hours saved weekly through automation |
| Operational Efficiency | Delays due to manual processes | 50% faster response times with full automation |
| Lead Management | Hundreds of leads lost with no tracking system | 99% lead retention and complete lead tracking |
| Conversion Rate | Low due to poor nurturing | 10-20% increase in conversions with effective automations |
| Revenue Impact | Lost revenue estimated in the 5-6 figure range | Recovered lost revenue and increased closed deals |
| Streamlined Operations | Disorganized CRM, broken automations | Optimized CRM with reliable workflows and up-to-date automations |
| Employee Productivity | High workload due to routine tasks | Reduced workload, allowing focus on high-value tasks |
No Missed Leads
99% Lead Retention
Conversions
20-30% increase in closed deals
Operational Efficiency:
50x faster response time to prosepcts
Customer Satisfaction:
100+ hrs saved per week
Testimonials
Don’t just put your blind faith in us.
See What Our Clients have to tell you,
“Fahad and his team are incredible!
We had a CRM system that wasn’t working properly and was a total mess.
He, moved quickly, and now the system is working better than ever before – in fact we are getting more clients!
I highly recommend that you use him if you have any automation needs”