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THE SITUATION
The situation: A mid-sized regional distributor with 40+ sales staff was managing customer relationships on Excel, inventory in a standalone warehouse system, and order communication across WhatsApp threads and email. No single view of a customer existed anywhere in the business.
When a salesperson took an order, they had to manually check inventory in a separate tool, update a spreadsheet, then message the warehouse team to fulfil. Errors were common. Follow-ups were missed. Management had no real-time picture of what was selling, what was in stock, or which customers were at risk of churning.
ShiftX was brought in to rebuild the operating layer from the ground up.
Let's talk about what a ShiftX engagement could look like for you.
THE SITUATION
The situation: A 20-person consulting firm was losing deals not because they lacked capability — but because their follow-up was inconsistent and their onboarding was slow. Leads came in through referrals, the website, and LinkedIn, and were tracked in a shared Google Sheet that three people updated inconsistently.
Proposals were created from scratch each time. Contracts were sent manually. Client onboarding involved a 12-step email checklist someone copy-pasted every engagement. The firm was good at their work but leaking revenue at every handoff.
ShiftX mapped and automated the full funnel — from first inquiry to paid engagement.
HubSpot CRM PandaDoc / DocuSign Calendly Gmail Automation Typeform Slack Notifications
REPRESENTATIVE OUTCOMES
The situation: A local consumer brand with strong product-market fit was growing via word of mouth and Instagram DMs. They had no website beyond a basic Linktree, no email list, no structured way to capture or convert online demand. Orders were taken via DM and manually fulfilled.
The founder was doing everything — responding to inquiries, packing orders, posting content — and the business had hit a ceiling. There was no system to grow through. Every new customer was a manual effort.
ShiftX built their entire digital growth infrastructure from scratch.
Shopify Klaviyo E-mail Meta Pixel Canva Brand Kit ShipStation Google Analytics 4
The situation: A multi-branch clinic network was managing patient appointments through phone calls, paper intake forms, and manual appointment books. Receptionist time was dominated by scheduling calls. No-show rates were high because reminders were inconsistent. Patient data lived in paper folders and wasn't connected to billing.
The clinic directors wanted to expand branches but recognised they couldn't scale this operational model. Every new branch meant hiring more administrative staff just to handle the same broken processes.
ShiftX digitized and automated the full patient journey — from booking to post-visit follow-up.
Cliniko / HealthEngine Klaviyo E-mail Twilio SMS Xero Billing Typeform Intake Google Calendar Sync Zapier Middleware
THE SITUATION
The situation: A regional lending intermediary was operating with loan data in one platform, collections in another, payments through a third, and reconciliation done manually by a finance team every week. Management reports were always two weeks old. Leadership was making portfolio decisions based on stale numbers.
Compliance reviews were painful because data had to be manually pulled and cross-referenced across systems. The CFO was spending 30% of her time on data reconciliation rather than financial strategy.
ShiftX integrated the data layer and automated the reporting infrastructure.
Salesforce Financial Services Custom Loan Management API Payment Gateway (GCash / PayMongo) Google Looker Studio Zapier + Webhooks Google Sheets Automation
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