What's falling out
the middle of
your pipeline?
One agency owner thought his pipeline was clean. 30 minutes later, we found $38K in stalled deals he didn't know existed. This is what EffiZoom finds — and fixes.
The Numbers (Anonymized, But Real)
These aren't case studies. These are aggregated statistics from agencies using EffiZoom's automation tools and pipeline audits. No names. No PII. Just outcomes.
Pipeline Audits Completed
Stalled Revenue Identified
Automations Generated
Hours Saved (vs. Manual Build)
Data as of February 2026. Metrics are aggregated across all client accounts. Individual results vary.
What Happened in Real Agencies
These are actual scenarios that happened. No client names. No agency details. Just what the technology did when it was deployed.
The Service Ticket That Closed Itself
A client texted the agency at 2 AM: "We're good, we ended up canceling that policy. Thanks anyway." The service ticket bot read the text, understood the intent, closed the ticket, and sent a confirmation. The agent woke up to it handled.
What This Demonstrates:
- Goal-based execution (close the ticket) vs. rule-based ("if contains X word")
- Context understanding (client was requesting cancellation, not just mentioning it)
- 24/7 operation without human oversight needed
The Lead That Was Actually Someone Else
Agency got a new lead: Jane Smith, requesting an auto quote. The lead texted back with a driver's license photo — but it was John Smith, her boyfriend. The bot understood: wrong person on the lead. It created a task for the agent to transpose the lead, flagged for human review, and never sent automated messages to the wrong person.
What This Demonstrates:
- 85% confidence threshold before customer association (if unsure, flag for human)
- Prevents messaging the wrong person (E&O protection built in)
- Creates task with context instead of guessing
The $38K That Was Just Sitting There
Pipeline audit on a mid-sized independent agency. Owner thought his pipeline was clean. The analyzer found 12 deals stuck in "Pending" for 30-60 days with no activity. Combined annual premium: $38,750. No follow-up scheduled. No tasks assigned. Just sitting there. Agency owner's response: "Holy smokes, I had no idea."
What This Demonstrates:
- Pipeline intelligence finds what manual reviews miss
- Revenue sitting in plain sight but invisible without analysis
- Actionable output: specific deals, specific next steps
The Renewal Sequence That Took 6 Minutes
Agency needed a renewal workflow for home insurance. 90-day sequence. 14 touchpoints. Mix of emails, texts, and call reminders. Traditionally: 8-10 hours of brainstorming, writing, configuring. With the Architect: 6 minutes to generate. 15 minutes to review and edit. 8 minutes to import to AgencyZoom. Total time: 29 minutes. Live the same day.
What This Demonstrates:
- 96% time reduction vs. manual workflow building
- Output quality matches or exceeds manual build (with brand voice embedded)
- Same-day deployment from idea to live automation
This Isn't Magic. It's Information.
These results are real. But they're not universal. One agency found $38K in stalled deals. Another found $8K. Another found nothing because their pipeline management was already tight.
The technology finds what's there. It doesn't create revenue out of thin air. It shows you what you're missing. What you do with that information is up to you.
There are people out there we just won't work for. If you think this is magic that can fix a sinking agency, we can't help. If you've got your operations but your tech isn't keeping up, that's exactly who we built this for.
Want to see what's falling out of your pipeline?
Free Pipeline Audit. 60-90 minutes. We analyze your workflow, show you where digital employees can help, and give you a roadmap — with zero commitment. You'll walk away with actionable insights whether you work with us or not.
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