An employee benefits group wanted their entire engagement engine running without them.
A benefits business was losing hours every week to manual employee onboarding, compliance reminders, warm lead follow-up, and reactivation of old leads. Their team was copying between systems, sending reminders by hand, and watching warm leads go cold while they were stuck in admin.
We built the full stack around them. Employee onboarding now runs as a structured three-month educational sequence, followed by ongoing drip campaigns. Compliance reminders go out on a weekly schedule without anyone touching them. Warm leads are engaged the moment they come in, qualified through natural conversation, and booked into the calendar. Old, cold leads are re-engaged automatically in the background. Performance reports write themselves.
The team stopped being the bottleneck. The engagement engine runs quietly, the calendar fills itself, and the founder gets to focus on growth instead of admin.
≈ 12+ hrs/week reclaimed · Leads engaged in minutes · Pipeline reactivated on autopilot