LinkedSelling
How We Helped Linked Selling Scale Client Capacity by 60% While Improving Results Quality
60%
Increase in client capacity per project manager
$1m+
Deal facilitated through improved lead tracking
50%
Reduction in reporting errors
20+
Additional qualified appointments per client monthly
Thomas Leto
Director of Client Outreach Success
@
LinkedSelling
Now out of the gate we are more likely to get quality results and good appointments for our clients. The system has completely transformed how we deliver value."
Client Name
LinkedSelling
Industry
Lead Generation & Sales Agency
Company Size
25-50 Employees
Headquarters
USA
Service
Outbound Sales and Marketing
Timeline
5 weeks
Challenges
Linked Selling was managing multiple client campaigns across their growing agency, but their infrastructure was buckling under the weight of expansion. Their operations ran on countless Google Sheets scattered across different folders, each requiring manual data entry and taking significant time just to open and navigate.
The fragmented system created compounding problems. Project managers could only handle 10-13 clients each before quality started to slip. Lead tracking was inconsistent, client results weren't centralized, and the team spent more time fighting their tools than delivering value to clients. With manual processes dominating their workflow, scaling meant hiring proportionally more staff, which wasn't sustainable for long-term growth.
Our AI Solution
We built a comprehensive Airtable-based operating system that gave each client their own custom CRM workspace while maintaining centralized oversight and control.
The system we designed includes individualized client CRMs where all lead lists, booked appointments, positive replies, campaign statistics, and reply notes are automatically tracked and organized. Each client's data remains isolated and secure within their dedicated workspace, ensuring clarity and preventing cross-contamination.
The central management hub ties everything together, giving leadership visibility across all client performance metrics, team workload distribution, and consolidated reporting. Project managers can now monitor multiple clients from a single dashboard while maintaining the granular detail each account requires.
The Transformation
Before: Scattered Google Sheets, manual data entry, limited client capacity, inconsistent tracking
After: Unified system, automated tracking, 60% capacity increase, improved result quality
The impact fundamentally changed how Linked Selling operates. Project managers went from managing 10-13 clients to handling 18-20 clients each, a 60% increase in capacity without sacrificing quality. In fact, quality improved alongside efficiency. Reporting errors dropped by 50% thanks to automated data capture, and clients began seeing 20+ additional qualified appointments per month.
The system's impact on client outcomes was direct and measurable. One client closed a £1M+ deal directly attributed to the improved lead tracking and follow-up enabled by the new system. As Thomas Leto, Director of Client Outreach Success, explained: "Now out of the gate we are more likely to get quality results and good appointments for our clients."
Most importantly, Linked Selling can now scale strategically. The 60% increase in client capacity per project manager translates directly to revenue growth without proportional increases in headcount.
Key Takeaways
Quality and quantity aren't mutually exclusive: With the right systems, you can handle more clients while actually improving the results you deliver. Infrastructure investment pays for itself: The 60% increase in capacity per project manager represents massive ROI in operational efficiency. Visibility drives performance: When teams can see everything in one place, they make better decisions and catch opportunities that would otherwise slip through the cracks.