Realafgift

At a Glance

Industry: Automotive

Location: Denmark

Organization: 3 employees, 1 team

Challenge:

• Excessive time spent on manually preparing proposals and tax evaluations
• Manual data mapping from email inquiries to Notion and Google Docs
• Manual creation of complex folder structures in Google Drive
• Missed follow-ups on pending proposals and payments

Solution: Comprehensive Notion CRM with automation for client onboarding, proposal generation and client follow-ups

Results:

• Time Savings: 20+ hours per month saved‍
• Cost Savings: €1,000+ monthly cost savings‍
• Increased Efficiency: Enhanced productivity, reduced error rates and increased speed of service delivery‍
• Enhanced Data Visibility: Increased visibility into delayed payments and unanswered proposals, improving conversion rates and timely payments

Customer Background

Realafgift is a Danish agency comprising a team of passionate car enthusiasts offering tax assessment for electric and hybrid cars. With a small but dedicated team of three employees, Realafgift aims to provide premium and speedy tax evaluation services for their clients.

Problem

Realafgift was spending an excessive 10+ hours weekly on manually preparing proposals and tax evaluations. This process involved manually mapping data from email inquiries to Notion and Google Docs, consuming valuable time and introducing significant potential for human error. Each new client proposal request required the manual creation of a complex folder structure in Google Drive, which was time-consuming and prone to organizational errors. Additionally, the team often overlooked follow-ups on pending proposals and payments for closed deals, resulting in lost revenue and decreased client satisfaction.

Solution

To address these challenges, we rebuilt and optimized Realafgift's sales pipeline in Notion, creating tailored views at each crucial touchpoint with clients to streamline interactions and ensure all team members had the necessary information at their fingertips. We designed an automation that automatically assigned a case ID to each opportunity and created personalized folder structures in Google Drive for each new client, saving time and minimizing human error. Additionally, we implemented an automation to dynamically create detailed proposals in Google Docs from Notion data, automatically filling in client-specific information such as pricing and contact details based on client type with a single click of a button in Notion. We also built a system for handling follow-ups with clients who had not responded to proposals or completed payments, ensuring no client was inadvertently neglected and improving conversion rates.

Results

The system improvements and automations we deployed reduced the time spent on proposal preparation by half, resulting in 20+ hours of time savings monthly, significantly enhancing productivity, significantly reducing error rates and speeding up delivery. The automatic creation of client-specific folders and proposals streamlined the workflow, allowing the team to manage a higher volume of clients without additional strain or a decrease in the quality of services, empowering the company to focus more efforts on scaling their business. With timely follow-ups on pending and unpaid proposals, Realafgift was set up for success in closing deals and ensuring timely payments, directly impacting their bottom line positively. Time savings were estimated to save Realafgift €1,000+ EUR per month.

Conclusion

Realafgift has transformed their sales operations with a customized Notion CRM, leveraging automation to save 20+ hours per month, improve data visibility, and reduce operational costs by €1,000+ EUR per month. By automating client onboarding, proposal generation, and follow-ups, we streamlined workflows and eliminated manual errors, boosting productivity and enhancing client satisfaction. These efficiencies have enabled Realafgift to focus on delivering premium tax assessment services while effectively managing their sales pipeline.

To find out how our tailored and automated solutions can optimize your business operations, schedule a discovery call with us.