The Challenge

A mid-sized marketing agency was spending over $85,000 annually on manual administrative tasks — including lead follow-ups, client reporting, invoice processing, and internal communication.

As the client base grew, so did the need for repetitive, time-consuming workflows that drained both time and payroll. Teams were stretched thin, mistakes were increasing, and scaling operations felt out of reach without major hiring.

The Solution

By integrating CoreX’s smart automation platform, the agency eliminated dozens of manual workflows — from lead qualification to client updates — without needing to expand their team.

We helped them:

• Set up automated client onboarding journeys

• Auto-generate and email branded reports

• Route internal requests using AI task assignment

• Sync CRM, invoicing, and project tools — seamlessly

• Trigger follow-up emails and notifications in real-time

Results

In just 3 months:

• 💰 $85,000 in annual costs eliminated

• ⏳ 300+ hours/month saved across teams

• ⚡ Response times improved by 48%

• 📈 Client satisfaction increased by 35%

• 🧠 Zero new hires needed to scale by 2x

“With CoreX, we replaced 4 tools and a part-time hire. Automation gave us breathing room to grow without burning out the team.”
— Ashley T., Ops Director

Takeaway

Automation isn’t just about speed — it’s about unlocking smarter growth. With the right systems in place, this agency turned waste into wins and saved $85K/year — reinvesting that into marketing and growth.