Opsura: Less Paperwork. More Clarity.
We helped a fast-scaling consultancy eliminate manual processes and built an internal automation hub, streamlining onboarding, asset tracking, and PTO requests.
Industry
Industry
Professional Services
Professional Services
Headquarters
Headquarters
Seattle, WA
Founded
Founded
2018
Company size
Company size
25-50
Challenge
Opsura’s internal ops team was overwhelmed by fragmented systems and inconsistent manual workflows. New hires were being onboarded via emailed checklists, time-off requests were scattered across Slack, and equipment tracking lived in a maze of spreadsheets. Errors were common, visibility was low, and the ops team was spending more time chasing updates than enabling scale.
Results
We built a centralized automation system that unified onboarding, asset management, and internal requests into a single self-serve experience. New hire checklists triggered automatically, IT and HR stayed synced via shared dashboards, and time-off requests flowed through structured forms. The result: faster onboarding, fewer missed steps, and a 40% reduction in internal ops hours, giving the team back time to focus on strategic growth.
40%
Reduction in Internal Ops Hours
Reduction in Internal Ops Hours
0
Missed Onboarding Steps
Missed Onboarding Steps
3X
Faster Time-to-Productivity for New Hires
Faster Time-to-Productivity for New Hires
Trusted by Professionals
Trusted by Professionals
While most of my client reviews are NDA-protected (because, you know, top-secret agency white label stuff), I managed to sneak in a few favorites from my previous partners.
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ