From spreadsheets to $120K in recovered revenue
A beauty brand tracking orders across spreadsheets, email threads, and sticky notes was losing deals to chaos.
CRM
A beauty brand tracking orders across spreadsheets, email threads, and sticky notes was losing deals to chaos.
Their sales process relied on memory and manual tracking. Follow-ups fell through the cracks, reorder timing was guesswork, and they had no visibility into their pipeline. Deals were dying silently — they just didn't know which ones.
Migrated all customer data from spreadsheets into a structured CRM with deal stages and automated follow-ups
Built reorder triggers based on purchase history — so the right outreach hit at the right time
Connected QuickBooks data to surface at-risk accounts before revenue was lost
$120K
Revenue recovered
3x
Follow-up completion rate
40%
Fewer dropped deals
“We used to lose track of buyers constantly. Now nothing falls through the cracks — and our revenue shows it.”
— Operations lead, beauty brand
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