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From Manual Tasks to Measurable Results in Just Weeks

Hands-off implementation, immediate ROI, and lasting productivity gains for Chantry Group

How we helped transform a leading franchise marketing agency with AI-powered automation, delivering measurable results within weeks of implementation.

Industry

INDUSTRY:

Franchising

Location

LOCATION:

UK

Solution

SOLUTION:

AI-Powered Intelligent Automation

Who We Helped

Chantry Group is one of the UK's leading franchise marketing agencies. Known for its down-to-earth approach, the agency is considered an extension of their clients' teams—making budget-conscious, client-first decisions while helping franchisors grow.

CHALLENGE

Managing email records across multiple CRM systems became a daily drain on Chantry Group's six-person team. Tracking communications became a time-consuming, error-prone process that weighed on productivity.

  • The team was spending roughly 10 hours per week on repetitive admin work, leaving less time for client relationships.
  • Managing three CRM platforms made oversight and consistency difficult.
  • An approximate 10% error rate in data entry meant records weren't always reliable.
  • The manual process lacked real-time visibility, which created risks if someone was out sick or key information slipped through the cracks.

IMPACT TO THE BUSINESS

Prospects and clients expect seamless interactions where every team member is in the loop. Without accurate, real-time records, conversations risked being duplicated, misaligned, or delayed—hurting both trust and credibility.

  • Inconsistent communication, where prospects might become frustrated having to repeat details.
  • Conflicting information across team members, which could undermine professionalism and credibility.
  • Missed or delayed follow-ups, increasing the chance of lost opportunities or damaged client trust.

SOLUTION

Valenta delivered a custom-built Digital Assistant that integrated seamlessly into Chantry Group's workflow—requiring no change in how the team worked. Here's how it works: the Digital Assistant is automatically added to the BCC field of outgoing emails. Without altering the client experience, the Digital Assistant captures the conversation, extracts key details, and routes them to the correct CRM in real time.

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Automated Email Capture

By simply bcc'ing the Digital Assistant on emails, communications are instantly logged into the correct CRM.

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Error-Free Data Entry

The Digital Assistant extracts key information—sender, recipient, time stamps, and content—ensuring accuracy across records.

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Real-Time Visibility

Centralized, reliable data means the whole team can view client communications, regardless of who is available.

RESULTS

The transformation was immediate and measurable. The Digital Assistant was live in just two weeks, with results showing within the first week of launch.

  • 1,997 work hours to be saved annually (extrapolated from a month of automation)
  • 100% elimination of manual errors
  • Real-time, 360° visibility into all communications
  • Rapid ROI—results within weeks of deployment
  • Increased productivity as the team's focus shifted from admin work to client relationships

RETURN ON INVESTMENT

ROI Icon
1,997
Hours to Be Saved Annually (Equal to 83 Work Days)
ROI Icon
£11,000
Annual Labor Savings from Automating One Process
ROI Icon
£1.1 Million
Est. in Annual Savings from Automating an Add'l 100 Processes

Client Testimonial

What impressed us most was how quickly we saw results. Within the first week of launch, the difference was already clear. It's exciting to be working on further automation projects with Valenta now, building on this success. We feel very well supported and confident in the value automation is bringing to our business.
Esther Jones
Esther Jones
Head of Franchise Recruitment and Resales at Chantry Group

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