How Robert Cut His Hours in Half and Doubled Revenue at 63
Veteran accountant eliminated nights-and-weekends chaos. Appointments, follow-ups, and proposals run automatically. Reclaimed time with grandkids, doubled the business.
Project Overview
Robert runs a small accounting firm serving local businesses and individuals. At 63, he worked 70+ hour weeks during tax season, answering client emails at dinner, preparing proposals on Sundays, missing grandkids' games. He handled everything manually: prospect inquiries, client onboarding, proposal generation, follow-ups, and accounting work.
Business was profitable at $443K annual revenue, but Robert became the bottleneck. Prospect calls went to voicemail during client meetings. Web inquiries sat for days. Follow-ups got forgotten entirely. He turned away 15-20 potential clients annually due to capacity constraints.
Key Challenges
- Working 70+ hours/week with no separation between work and personal time
- 3-5 day average response time to prospect inquiries during busy season
- Manual proposal generation taking 2-3 hours per prospect
- 80%+ of prospects never received second follow-up
- Turning away 15-20 potential clients annually due to capacity constraints
Execution
Markster deployed the three-component system in 73 days:
Results
Robert now works 33-36 hours per week - down from 70+. Business revenue grew from $443K to $900K annually. Growth came from capturing previously missed prospects and having capacity to take on more clients with reclaimed 30-40 hours per week.
AI responds to every inquiry in under 60 seconds. Proposals that took 2-3 hours are generated in 2-3 minutes. Follow-ups happen automatically. Robert reviews and approves in batches instead of building each from scratch.
What Robert Says
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Robert went from being the bottleneck in his own business to having a system that handles prospect communication, qualification, and proposals automatically. He focuses on the work he loves - advising clients - while the system handles everything else.