Case Studies

CASE STUDY 1
How a GTA Service Business Recovered Over $120,000 a Year in Missed Revenue

The Situation
This service-based business had steady inbound leads but inconsistent follow-up. Calls were missed during busy hours, messages piled up, and the CRM didn’t reflect reality. The owner felt busy — but revenue stayed flat.

The Problem

  • Missed calls and delayed responses
  • No clear ownership of follow-up
  • CRM data was unreliable
  • Revenue leakage went unnoticed

What TOOFRESH Did

  • Audited lead flow and response times
  • Installed automated lead routing and follow-up
  • Cleaned and restructured the CRM pipeline
  • Implemented ownership across every lead stage

The Result

  • Response times dropped from hours to minutes
  • Lead conversion increased significantly
  • Estimated $10,000+ per month in previously lost opportunities recovered
  • Owner regained clarity and stopped micromanaging follow-up
CASE STUDY 2
How a Realtor Stopped Losing Deals and Gained Back 15+ Hours a Week

The Situation
A busy GTA realtor had strong lead flow from multiple channels but struggled with follow-up while juggling showings and clients. Many leads went cold without clear visibility.

The Problem

  • Missed calls during showings
  • No consistent follow-up system
  • CRM was outdated and incomplete
  • Deals slipped quietly

What TOOFRESH Did

  • Installed instant lead response automation
  • Set up structured follow-up sequences (SMS + email)
  • Rebuilt the CRM to reflect real-time pipeline status
  • Created a clear handoff process

The Result

  • Fewer missed opportunities
  • Higher response rates from new leads
  • Thousands of dollars in commissions saved each quarter
CASE STUDY 3
How a Professional Services Firm Eliminated Costly Admin Errors

The Situation
This firm relied heavily on manual admin processes. Invoices, follow-ups, and client tracking were handled inconsistently, leading to billing delays and errors.

The Problem

  • Inaccurate records
  • Missed follow-ups on unpaid invoices
  • Founder constantly checking behind the team

What TOOFRESH Did

  • Automated client intake and tracking
  • Integrated CRM with billing workflows
  • Created visibility across client lifecycle
  • Removed manual handoffs

The Result

  • Faster billing cycles
  • Fewer errors and write-offs
  • Tens of thousands saved annually in lost or delayed revenue
  • Founder stepped out of daily admin oversight
CASE STUDY 4
How a Home Services Company Reduced Ad Waste by 30%

The Situation
This business spent heavily on ads but couldn’t clearly track which leads converted. Marketing costs increased, but ROI was unclear.

The Problem

  • No visibility from lead → close
  • CRM not aligned with marketing
  • Money spent on leads that never got followed up

What TOOFRESH Did

  • Mapped the full sales journey
  • Integrated marketing channels with CRM
  • Automated follow-up for every inbound lead
  • Installed reporting clarity

The Result

  • Identified where leads were being wasted
  • Cut ineffective ad spend
  • Saved over 30% in monthly marketing costs
  • Improved ROI without increasing spend
CASE STUDY 5
How a Growing Business Stabilized Revenue Without Hiring More Staff

The Situation
A growing business felt overwhelmed. Revenue was increasing, but so was chaos. Hiring more staff felt risky and expensive.

The Problem

  • Too much depended on the owner
  • No standardized sales process
  • Fear that growth would break the business

What TOOFRESH Did

  • Installed an end-to-end automated sales system
  • Defined ownership across follow-up and CRM
  • Reduced manual workload using AI where appropriate

The Result

  • Business scaled without additional hires
  • Saved tens of thousands in payroll costs
  • Revenue stabilized and growth felt controlled