Cameron HeroldFounder of the COO Alliance & Invest In Your Leaders Training

The $3M Automation Blueprint: How We Axed 45 Positions

26 May 2026 · 1 min

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Cameron Herold cut his company from 220 to 100 employees and saved $3 million by automating sales processes. He set mandatory contact rules, like reaching out every two days with no activity, and linked signature, billing, ATS, and HubSpot into one pipeline for clients and candidates.

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For you to take a company from 220 people down to 100 and then kind of growing it back up, that's $3 million in savings. It's a lot of money that is saved that drops to the bottom line, a lot of gross margin that is saved. What were some of the systems and automations that allowed you to do that?
Most of it had fallen into the sales side of moving deals through. There were no automations in terms of communication, monitoring activity of deals. It was all just kind of at the time relying on the front, frontline to make contact when needed. So one of the big ones was just putting processes in place that said, hey, every 2 days there's no communication, reach out with the client. Very, very simple stuff that was not in place. We do have 2 sides of this pipeline, right? We have the client side, we have the candidate side. Both are clients and we have to sell to both. So one of our big processes was merging our signature system in with our billing system, in with our ATS, in with our CRM, which is HubSpot.