Penhale Accounting
Sales agent, not built
$14,000
not spent, after a $2,400 audit
The audit showed it wouldn't pay back at their volume. They kept the plan and came back a year later.
5 days
to find out
0%
agents built. The audit said no.
60 people
Client size
Professional services
Industry
The challenge
Penhale wanted a sales agent to follow up on 300 leads a month, and already had a $14,000 build quote in hand.
What we built
Five days of audit. We priced the lead workflow next to four others, with review time and errors counted. At their volume, the lead agent would have lost $166 every month.
What happened
They didn’t build it. They kept the $14,000 and the plan, and came back a year later when the numbers had changed.
$2,400
spent
$14,000
not spent
300
leads a month
5 days
to find out
From the log
-$166 a month
Skip
2.1 mo
Later
7.8 mo
Later
Samir Haddad
Finance director
