Tailored, Automated and Smart Business Case Follow-Ups

Challenge

V+D’s follow-up process didn’t adjust to project type, which meant more admin, slower turnaround, and inconsistent briefs — risking client confusion and delays.

Solution

• We built a smart, adaptive follow-up form that evolves based on the client’s first response.

• The form pre-fills details, collects deeper specs, and generates ready-to-share documents in minutes.

• Everything is auto-organized and sent without manual work.

• We also integrated results into Excel and project folders.

Impact

• 100% consistency in business case briefs

• 3–5hrs admin time saved chasing client details

• €1,200 estimated time savings from reduced manual coordination

• Proposal-ready briefs generated in 30 mins instead of 30 days