Improving Automation for SME Retention Without High-Cost Infrastructure
The Problem: The client was losing 40% of leads due to delayed follow-ups and inconsistent customer engagement. They lacked the budget or in-house skill to implement traditional enterprise-grade AI tools.
The Work
Applied Strategy & Systems Thinking
Designed behavior-based automation flows (e.g., missed calls, cart abandonment) for three businesses to improve retention and engagement.
Relevance to Education: Demonstrates how intelligent automation can support student retention and proactive interventions within digital learning systems.
The Impact
Response time improved by 65%, and the conversion rate from lead to sale increased by 38% in 90 days. The system was fully automated, low-maintenance, and cost-effective — a replicable model for automation-first readiness in under-resourced contexts.

Why It Matters
This case helped shape my broader thinking on AI accessibility for SMEs proving that you don’t need enterprise AI to deliver intelligent systems. You need local context, smart logic and systems that work from the ground up.

Tools Used
- Go High Level
- Zapier
- AI-powered chatbots
- CRM workflows
- Customer behaviour data
- Notion
Skills Highlighted
- Automation design
- CX strategy
- Behavioral Segmentation
- Decision system logic
- Low-code system architecture
- Stakeholder onboarding
- Customer journey mapping
