From an estimated 4-5 months of operational work to a functioning system in two weeks.
Makta audited and rebuilt a service company's operating workflows across CRM, content, sales, outreach, and daily execution. Work estimated to require four to five months of manual setup and execution was implemented in two weeks.
The goal was not to add another disconnected automation tool. It was to make the company's existing software, data, brand rules, and team processes function as one operating system.
The operating problem
The company had the tools it needed, but work still moved through manual handoffs, repeated data entry, separate content processes, and inconsistent follow-up. Each tool solved a narrow problem while the team remained responsible for coordinating the full process.
That fragmentation affected CRM quality, lead enrichment, outreach, content production, sales materials, and the team's daily view of what needed to happen next.
What Makta implemented
- CMS and content-production workflows
- CRM cleaning and deduplication
- Lead generation and enrichment
- Email and outreach sequences
- LinkedIn lead and connection workflows
- Blog generation and publishing
- LinkedIn content connected to published blogs
- Daily task and productivity briefs
- Brand-aligned sales presentations and materials
- One operating interface coordinating workflows across six to seven tools
What changed
The completed system coordinated six to seven necessary tools through one operating interface. It removed more than 200 duplicate CRM records, accelerated lead enrichment and sequencing, and connected blog production with related LinkedIn distribution.
Content output increased to approximately two to three blog posts per day. Sales materials followed defined brand rules, and daily briefs gave the team a clearer view of tasks and priorities. The system was still operating more than three months after launch.
How to interpret the timeline result
The four-to-five-month comparison is an estimate of the manual setup and execution effort, not a recorded baseline from a controlled study. Against the two-week implementation, it implies approximately 9-11x timeline compression. We report it as an estimate for that reason.
The CRM result is also intentionally conservative. More than 200 duplicate records were removed, but the exact final count remains to be confirmed with the client before a more precise figure is used.
What this engagement proves
The useful result is not generic AI output. It is a functioning set of workflows designed around the company's processes, brand, data, software, and team.
That distinction matters. A durable operating system can remove duplicate tools where practical, coordinate necessary tools behind one interface, reduce manual handoffs, enforce approval and brand rules, and give staff a clearer daily operating view.
What remains to validate
- Confirm the exact number of duplicate CRM records removed.
- Record software costs before and after consolidation.
- Estimate staff hours saved each week after implementation.
- Confirm whether the client can be named publicly.
- Validate the offer through the first paid U.S. operating-system engagement.
For teams with a similar coordination problem, the first step is to map where work stalls, what each tool is responsible for, and which workflow is worth rebuilding first.