JamesEdition
Luxury Real Estate Industry
The Problem
Process-Heavy Operations
Sales and marketing teams were drowning in repetitive tasks - weekly reporting that consumed hours, manual client follow-ups, and data synchronization across multiple systems.
Technical Dependency
Every automation request required developer resources, creating delays and limiting the team's ability to solve their own problems quickly.
Knowledge Silos
Process owners understood their workflows best but lacked the technical tools to automate them, while developers had the technical skills but limited domain knowledge.
"Those who run it, fix it best."
"For us, doing a workshop was very efficient and effective, both in terms of having a reason to get the whole management team together, to sit together and solve problems, but also coming prepared with specific use cases.
We could already, during a few days together, actually solve a lot of processes already there together. So both being able to work together physically and learning from each other, but also learning from Happy Operators being in that room and iterating really fast was a very good method for us, at least, to accelerate the learning."
What We Did
We proposed a mix of workshop and troubleshooting sessions:
Workshop
Covering how n8n works, how to build Agents, how to handle errors, how to use MCPs, etc.
Troubleshooting
They proposed a list of bottlenecks and systems to automate, we carefully studied them and helped implement on the go during 2 sessions with them.
What They Got
They ended up with knowledge about n8n and an array of new systems ready to implement:
What The Team Says
"Why I would suggest other companies work with Happy Operators: definitely to get started because it takes hours to collect all of that information yourself, find a video that kind of guides you through the process and it takes you probably a week to just get started and to have something successfully running."
"I can see the impact that it had on the team from people who really didn't know about n8n and I can see the adoption here. Not everyone will pick up and I think it's normal with any discipline, right? But that will definitely have, again, a compounding effect on the value that we can generate for the company by automating things."
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