Dreaming Fish is a video production agency serving high-growth companies across the UK and US, creating business-focused video content that drives lead conversion and sales.
At the time
Operations felt inefficient but couldn't pinpoint where
Growth ambitions constrained by existing workflows
Team spending significant time on admin tasks
Unclear which automation opportunities to prioritise
Uncertain about potential ROI from automation investment
Mapped every workflow to identify exact bottlenecks
Prioritised automations by impact vs complexity
Quantified time savings and revenue opportunity
Created 6-month roadmap with clear milestones
Delivered 3,661% ROI with measurable outcomes
CRM Client Acquisition
Substantial weekly time investment in manual CRM tasks. Automating lead enrichment, meeting coordination, and proposals could significantly reduce this workload
FTE saved
Opportunity benefits
£181,000
Monday.com Board
Opportunity to use Monday's internal automations and functions more effectively by implementing more sophisticated external automations.
FTE saved
Opportunity benefits
£35,000
Media Content Generation
If Google ad spend were to be reduced or stopped, increasing social presence would be necessary to maintain visibility.
FTE saved
Opportunity benefits
£15,000
Warm Outreach
Previous clients or leads that have gone cold represent a valuable opportunity for business development and re-engagement.
FTE saved
Opportunity benefits
£203,000
Workflow Mapping
16 detailed process diagrams covering client acquisition, CRM management, invoicing, reconciliation, estimate creation, internal communications, and content generation workflows.
Current State Analysis
Documented findings showing significant time spent on manual CRM processes, multi-platform reconciliation, messaging-based client management, and untapped opportunities within the archived client base.
Opportunity Analysis
Prioritisation matrix ranking automations by impact vs complexity: 4 Quick Wins, 3 Big Swings, and 8 Future Plans with estimated time savings and revenue impact.
ROI Projections
213 monthly hours saved, £45.6k annual cost savings, £401k-£450k revenue capacity unlocked, and 3,661% Year 1 ROI with scenario modelling.
What we're talking about
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