Helped a fintech save 700+hrs/yr · AI Automation Society

Helped a fintech save 700+hrs/yr

David (CBO) and his CEO at My Scale In were personally following up with every CRM prospect and hand-processing every inbound lead from their Facebook ads — reviewing, qualifying, emailing, tagging.

All manually.

All daily.

It was costing them ~700 hours of senior leadership time every year.

Here's what I built:

→ Automated follow-up sequences that contact prospects on Day 2, 4, 7, 14 & 28 each day having a different tone — and stops the moment they reply.

→ An instant lead qualifier that routes inbound leads into the CRM with correct tags and notifies leadership by email — in 0 minutes of human effort.

The results:

✦ 700+ hrs/year saved

✦ Daily follow-up: 1 hr/day → 0 minutes

✦ Lead processing: 17 min/lead → fully hands-off

✦ Leadership shifted from daily ops to strategy & growth

"Thanks to Rishant's automation, we saved dozens of hours every week. He clearly brings value from day one. Will recommend him to other financial firm owners"

— David Assou, CBO, My Scale In

Want to be the next firm to save 700+hrs/yr? Contact me

Email - [email protected]

Linkedin - Rishant Das

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