Last month, we walked into a tax preparation office expecting to deliver a training session on AI and automation. Two hours later, we’d mapped their complete 13-step client intake process and discovered something remarkable: opportunities to reduce phone call volume by 40%, save 15-30 minutes per client, and process 20-30% more clients with the same team.
None of it required expensive enterprise software or hiring more people.
The problem? Every step of their workflow was manual. Team members spent their days answering the same status questions, copying and pasting emails, and hunting for information about where clients were in the pipeline. Potential clients were disappearing, and nobody knew why.
The pattern we see everywhere: If your service business involves multi-step client processes, document collection, and repetitive follow-ups—whether you’re a law firm, healthcare practice, consulting business, or real estate agency—you’re dealing with the same hidden efficiency drains.
We documented everything: the exact questions we asked to uncover the problems, the 9 friction points costing them time, the 5-tool tech stack we recommended (ClickUp, email automation, secure storage, and integrations), and the phased implementation approach that respects team capacity while delivering results.
The complete case study includes:
- Our workflow mapping methodology you can replicate
- Tool selection criteria and specific recommendations
- Implementation roadmap (8-12 weeks, phased approach)
- Security protocols for handling sensitive data
- Why most automation projects fail and how to avoid it
- Real examples: email sequences, ClickUp configurations, integration workflows
The deliverables we created for them: 25-page workflow guide, 9 stage-specific checklists, visual workflow map, and complete implementation proposal with pricing.
What’s hiding in your workflow? Most service business owners know they’re “not as efficient as they could be.” They just don’t know exactly where the inefficiency is—or what it’s costing them.
DOWNLOAD THE COMPLETE CASE STUDY →
Want us to audit your workflow? We offer 2-4 hour workshops (on-site or virtual) where we map your complete client journey, identify friction points, and recommend specific solutions.
Investment: $1,500 standalone or included in implementation packages.
📧 projects@dthero.com | 📱 407-490-2425 | 🌐 www.Dthero.com
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Case study based on actual client engagement, December 2025. Efficiency opportunities are projections based on documented workflow analysis and recommended automation implementation.
