⚠ Representative Work Sample — Client name and details have been changed to protect NDA agreements. This demonstrates the type and quality of work Harshada Solutions delivers.
✦ Automation Case Study · London, UK

We Saved Meridian
18 Hours
Every Week

A complete CRM and invoice automation system that eliminated manual data entry, accelerated billing cycles, and gave the team back their time.

ClientMeridian Consulting Group, London
IndustryB2B Management Consulting
Team Size8 consultants, 2 operations staff
Tools UsedHubSpot · Xero · Make.com · Slack
Time to Build3 weeks
Build This For Me → See What We Built
Automation Flow — Live System
📋
New Lead in HubSpot
Form submission or manual entry
Trigger
↓
📧
Welcome Email Sent
Personalised with service interest
Action
↓
📅
Consultation Booked
Calendly link + reminder sequence
Action
↓
🤝
Project Won → Xero
Client record auto-created in Xero
Action
↓
🧾
Invoice Generated
Auto-sent on project milestone dates
Output
↓
💬
Slack Notification
Team alerted on invoice paid
Output

Measurable Impact

Numbers That
Changed Everything

⏱
18 hrs
Saved Every Week
Manual CRM updates, invoice creation, and client follow-up emails were all eliminated from the team's workload.
💰
£4,200
Monthly Labour Cost Saved
At consultancy billing rates, 18 hours/week now goes back into billable client work instead of admin.
📄
100%
Invoice Accuracy
Zero invoicing errors since automation. Previously, 3–4 invoices per month required manual correction and delays.
📈
6 days
Faster Invoice Payment
Auto-sending invoices on milestone dates reduced average payment time from 21 days to 15 days.
🎯
0
Leads Lost to Follow-up Gap
Automated sequences ensure every new lead receives timely, personalised follow-up without manual intervention.
😊
9.4/10
Team Satisfaction Score
Staff survey 60 days post-launch: the team overwhelmingly reported lower stress and more focus on meaningful work.

What We Built

5 Automation
Workflows Deployed

🔄
Lead-to-CRM Pipeline
New enquiries auto-populate HubSpot with full contact details, source, and service interest.
📧
Email Nurture Sequence
5-email automated sequence triggered on lead entry, personalised by consulting service category.
🧾
Invoice Automation
Invoices auto-generated in Xero when a project milestone is marked complete in HubSpot.
⏰
Payment Chase Sequence
Automated reminders at 7, 14, and 21 days for unpaid invoices — zero manual chasing needed.
📊
Weekly Revenue Report
Every Monday at 9am, a Slack message summarises pipeline value, invoices sent, and payments received.
Tools Connected
HubSpot CRM
Xero Accounting
Make.com
Calendly
Slack
Gmail

Client Voice

What Meridian
Said After 60 Days

Before Harshada Solutions, we were spending every Friday afternoon doing admin. Now that time goes into client work. The automation paid for itself in the first month — and then some.
James Whitfield, Managing DirectorMeridian Consulting Group · London
Project Timeline
Discovery & MappingDays 1–3
Build & IntegrationDays 4–14
Testing & RefinementDays 15–18
Go LiveDay 21

Ready to Automate?

What Would You Do With
18 Extra Hours a Week?

We map your existing workflow, identify every manual task, and build automation that runs silently in the background — giving your team their time back.

💬 Get This Built For Me Send Enquiry
✦ Automation by Harshada Solutions — Want this?