How AG Business Advisory scaled their grant consulting practice with streamlined workflows and automated operations
AG Business Advisory is a Nova Scotia-based grant consulting firm known for helping clients navigate funding opportunities with a high-touch, personalized approach. As the business grew beyond warm referrals and began expanding into targeted cold outreach, the team faced mounting operational complexity.
Scattered Excel files and manual follow-ups across disconnected folders
No standardized structure for sales and grant workflows
Limited visibility into lead conversion and application status
Risk of missed follow-ups and inconsistent client experiences
10+
Excel Files
Hours
Lost Weekly
Zero
Automation
Before DigitalFlow
Rather than layering more manual processes, DigitalFlow built HubSpot into a centralized operating system for AG Business Advisory.
Sales and grant workflows were mapped and translated into a custom cold-to-close grant pipeline inside HubSpot, creating clear structure and automated handoffs to reduce friction.
Key follow-up points were automated including alerts for callbacks, missing documents, and grant milestones, along with automated email sequences for outreach and updates.
Legacy lead data from Excel was cleaned, imported, and organized within HubSpot with custom tags and filters for fast segmentation and targeted follow-up by farm type and grant eligibility.
Custom dashboards were built to provide real-time visibility into lead conversion, application progress, and team productivity across all grant programs and client segments.
Whether you're implementing your first CRM or optimizing an existing system, DigitalFlow can help you build a scalable foundation for growth.
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