How a B2B Founder Got 45+ Hours a Month Back With Automated Reporting

The founder of a B2B company was spending hours every week on work that never moved the business forward: checking leads across several platforms, deciding which ones were qualified and pulling it all into reports. We connected the data and automated the reporting, and the founder got more than 45 hours a month back.

The problem

The company’s lead and performance data lived in several different platforms. To know which leads were worth pursuing, the founder had to check each platform, match the leads up and qualify them by hand. Reporting worked the same way: numbers were copied out of each tool and assembled into reports every week.

None of it was difficult. It was slow, it repeated every week, and it landed on the person whose time was worth the most.

What we built

Connected lead data. We connected the data from each platform to the leads it belonged to, so every lead’s source and history sits in one place. Leads no longer need to be checked and qualified by hand across different tools.

Automated reporting. We built reporting in Looker Studio and Google Sheets that updates on its own. The founder opens a report instead of building one.

The result

• More than 45 hours a month back for the founder.
• No more manual qualification across multiple platforms.
• Reports that are always current, without anyone assembling them.

Forty-five hours is more than a full working week every month. That time went back to running the business instead of maintaining spreadsheets.

What founders can take from this

If you are the one pulling numbers together every week, start there. Connecting your data and automating the reports is usually a small project, and it returns hours every month from then on. You can see more about this kind of work on our workflow automation page.