Stop burning hours on work AI should be doing

Ivan and I built a custom proposal tool from the ground up, designed specifically for my industry. It runs on a variable-driven points system that powers tiered pricing and takes the guesswork out of quoting. The result, I save hours, my proposals are sharper, and my close rate has gone up. Ivan was hands-on the entire way, making sure the tool was secure, efficient, and accurate.

Valerie Froese

Founder & CEO, Indigo Financial

indigofinancial.ca

Client reporting was eating my account managers alive - 6 hours per client, every month. The reporting agent pulls from GA4, Meta, and HubSpot now. We got back 14 hours a week per AM and clients started getting reports on the 1st instead of the 8th.

Onboarding used to take a week of back and forth on briefs, logins, and assets. The intake automation cut it to a day. We've onboarded 6 new clients this quarter without adding a project manager.

We were losing leads every weekend and evening. The intake and qualification flow runs in the background now and our appointment rate doubled in the first two weeks. I haven't touched a manual follow-up in a month.

I was the bottleneck on every client audit - 3 to 4 hours of my week per account. The audit agent does the first pass now and I review. My time on audits dropped 70% and I finally have hours back for sales.

Post-discovery call workflow used to eat my reps' afternoons. Now the transcript gets analyzed, a proposal is drafted, it lands in HubSpot and Notion, and a follow-up email sits in drafts. Reps just review and hit Send.

Lead gen used to be tens of manual hours a week. Now we get a fresh, filtered list twice a week without anyone touching it.

The Slack bot summarizes daily client comms across Gmail, Notion, and our project tools. Saved each account manager about 5 hours a week and we stopped missing things in threads.