Automating Broker Inquiry Handling at Work.Life
Automating Broker Inquiry Handling at Work.Life
Project Overview
Work.Life is a UK-based provider of serviced offices. Rapid growth brought an operational challenge: efficiently managing the high volume of inbound inquiries from commercial property brokers.
The sales team had to manually process these critical leads, check office availability across multiple platforms, and write individual email responses. This case study explains how targeted automation transformed their broker pipeline.
Work.Life is a UK-based provider of serviced offices. Rapid growth brought an operational challenge: efficiently managing the high volume of inbound inquiries from commercial property brokers.
The sales team had to manually process these critical leads, check office availability across multiple platforms, and write individual email responses. This case study explains how targeted automation transformed their broker pipeline.
Goal and Challenges
Goal and Challenges
The main objective was to accelerate the B2B sales funnel specifically for property brokers, who serve as a primary channel for filling serviced offices. The ultimate goal was to drive revenue, but the most critical KPI was booking physical office tours.
These on-site viewings are essential because they allow the Work.Life team to present the space in person and close the sale. To mitigate risk, individual retail inquiries were kept on the legacy manual process, allowing the company to isolate and optimize the automated workflow purely for the broker network. The main challenge was reducing response times to secure these high-value tours before competitors, while eliminating data entry errors across HubSpot, Nexudus, and NetSuite.
The main objective was to accelerate the B2B sales funnel specifically for property brokers, who serve as a primary channel for filling serviced offices. The ultimate goal was to drive revenue, but the most critical KPI was booking physical office tours.
These on-site viewings are essential because they allow the Work.Life team to present the space in person and close the sale. To mitigate risk, individual retail inquiries were kept on the legacy manual process, allowing the company to isolate and optimize the automated workflow purely for the broker network. The main challenge was reducing response times to secure these high-value tours before competitors, while eliminating data entry errors across HubSpot, Nexudus, and NetSuite.
Solution: The Hermes System
Solution: The Hermes System
We built and deployed Hermes, a system that fully automates the broker inquiry and proposal workflow. The tool integrates the company's existing databases and operates without human intervention. Hermes automatically analyzes the content of incoming broker emails, identifies specific client requirements, and checks real-time office availability.
If an inquiry lacks necessary details, the system automatically sends a follow-up email to request the missing information. It repeats this conversational process until it gathers all required data, ensuring a complete profile before instantly generating and sending a comprehensive proposal.
We built and deployed Hermes, a system that fully automates the broker inquiry and proposal workflow. The tool integrates the company's existing databases and operates without human intervention. Hermes automatically analyzes the content of incoming broker emails, identifies specific client requirements, and checks real-time office availability.
If an inquiry lacks necessary details, the system automatically sends a follow-up email to request the missing information. It repeats this conversational process until it gathers all required data, ensuring a complete profile before instantly generating and sending a comprehensive proposal.
Results in Numbers
Results in Numbers
Office tour bookings increased by 300%.
Office tour bookings increased by 300%.
Proposal response time dropped from several minutes to just a few seconds.
Proposal response time dropped from several minutes to just a few seconds.
Human error in CRM data entry was completely eliminated.
Human error in CRM data entry was completely eliminated.
The company achieved a significant increase in serviced office sales.
The company achieved a significant increase in serviced office sales.
Want to achieve similar results?
Want to achieve similar results?
If your sales team is losing valuable time on manual lead sorting and repetitive data entry, we can help you automate your B2B workflow.
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EU Office
goodylabs sp. z o.o.
Andrzeja Struga 78
90-557 Lodz, Polska
+48 514 105 102
Contact us
We are part of SoDA
We exchange and create best practices in the area of software development.
Partnership with
Privacy and cookie policy
©2026 goodylabs sp. z o.o. All rights reserved.