Smart Secretary

BACKGROUND

Please describe your company and position.

I am the Founder of Flow Digital

Describe what your company does in a single sentence.

Flow Digital creates high-converting websites for B2B and B2C companies, with a strong focus on SEO

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Smart Secretary to accomplish?

• Generate leads
• Nurture leads

SOLUTION

How did you find Smart Secretary?

Referral

Why did you select Smart Secretary over others?

• Close to my geographic location
• Great culture fit
• Company values aligned

How many teammates from Smart Secretary were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Set up and managed AI-powered lead generation for our agency
• Qualified prospects before passing them to our team
• Delivered a steady flow of relevant B2B and B2C leads
• Saved our team time by automating outreach and filtering
• Helped us focus on closing deals rather than chasing contacts

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• 40% increase in qualified leads within the first two months
• 30% less time spent on manual prospecting thanks to automated filtering
• Higher conversion rate from lead to client compared to previous outreach methods
• Consistent pipeline of B2B and B2C opportunities delivered weekly
• Improved ROI on marketing spend by focusing only on relevant prospects

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Smart Secretary managed the project in a structured and reliable way. They delivered everything on time and kept us updated throughout the process. Communication was smooth and responsive, and whenever we needed changes or had questions, they addressed them quickly. They adapted their approach to our specific requirements, making sure the leads aligned with our target audience and business goals.

What was your primary form of communication with Smart Secretary?

Virtual Meeting

What did you find most impressive or unique about this company?

What impressed us most about Smart Secretary was their speed and effectiveness. They've had our campaigns up and running within 48 hours, and the results have started coming in almost immediately.

Are there any areas for improvement or something Smart Secretary could have done differently?

We don’t see any areas for improvement at this stage — we’ve been very happy with both their results and the way they communicated with us throughout the process.