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CUSTOMER STORY — THE WORKFLOW ACADEMY
How The Workflow Academy sped up reporting 67% and saved 9 hours per client each week
The Workflow Academy Logo
REPORTING SPEED
+67%
Unified, trustworthy data turned manual reporting into minutes, not hours.
TIME SAVED (PER CLIENT)
9 hrs/week
Eliminating data pulls and reconciliations saved nine hours weekly per client.
INSIGHTS CLARITY
High
Cerebro delivered clean, consistent reporting that clients trust and act on.
Company Size
50 employees
Industry
Information Technology & Services, Training, Consulting
About
The Workflow Academy provides expert training and consulting in Revenue Operations (RevOps), CRM software (Zoho, HubSpot), and business process automation. Their courses and bootcamps have jump-started dozens of RevOps careers and helped businesses streamline operations, maximize revenue, and improve CRM implementation.
"As an educator, I've seen dozens of tools. Nothing comes close to Cerebro for clarity. It makes complex data simple and actionable."
— Peter Fuller, Founder of The Workflow Academy

Reducing data sprawl

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Challenge
Client data lived across CRMs, sheets, and BI, slowing delivery.
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Solution
Cerebro created one source of truth and instant answers to reporting questions.
Results
Shorter cycles, fewer errors, and tighter client feedback loops.

Repeatable reporting templates

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Challenge
Every engagement felt custom and time-intensive.
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Solution
Reusable Cerebro prompts and templates standardized delivery.
Results
Faster launches and consistent client outcomes across engagements.

More time for strategy

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Challenge
Analysts spent time wrangling data instead of creating value.
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Solution
Instant answers freed time for enablement, training, and RevOps strategy.
Results
Happier clients and higher-value deliverables.
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See what you can unlock when you simply start asking your data