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.
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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.
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