Overview
Connect Canada is a 35-person immigration firm that had strong demand, but weak follow-through. The team relied on a patchwork of tools that made it easy for high-intent leads to disappear.
The Situation
Consultants juggled case files, spreadsheets, WhatsApp reminders, and overflowing inboxes. Leads arrived steadily (9 to 15 per week), but only about 13% became paying clients. Leadership had no single place to see pipeline health or accountability.
The Breaking Point
A hot prospect was ready to pay a CAD $3,000 retainer, but their final email sat in a personal inbox and went unanswered. That single miss wiped out a week of revenue and made the need for a unified system obvious.
The Solution
We deployed a purpose-built CRM and automation layer tuned for immigration workflows:
- Centralized every conversation, task, and document request into one dashboard.
- Automated follow-ups that trigger immediately after an inquiry.
- Auto-assigned steps (doc collection, invoices, reminders) to the right teammate.
- Replaced multiple subscriptions with a single low-code platform.
Results
| Metric | Before | After | Impact |
|---|---|---|---|
| Lead-to-client conversion | 13% | 22% | +69% lift |
| Reply time | Next business day | < 60 min | Faster wins |
| Software spend | ~$3,000/mo | ~$100/mo | Lower overhead |
Takeaways
- Visibility turns follow-up into a system, not a habit.
- Fast response is the easiest conversion lever to pull.
- CRM only works when it matches how cases actually move.