Beacon Use Cases

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Automated Client & Team Updates

Consulting and Advisory Firm

The Problem

The firm needed to send consistent weekly updates across many client projects. Consultants spent hours compiling notes, pulling task progress, formatting documents, and rewriting updates to match the right tone. Project leads then had to reconcile inconsistent versions before anything could be shared, reducing billable time and slowing client communication.

Our Solution

Each week, consultants drop meeting notes, task exports, and key email threads into Analyst and generate a weekly client recap using a standard template. Analyst produces a first draft with a consistent structure such as progress, blockers, next steps, and risks. Project managers review and adjust the draft before sending it to clients, and leadership can pull a consolidated portfolio update by generating a roll-up across multiple projects in the same format.

The Outcome

Weekly client updates produced in 15 minutes per project instead of hours

Internal reconciliation and version fixing reduced up to 70%

PM review time reduced ~50% due to consistent structure

Updates sent on time 95% of the time vs ad-hoc previously

Founder's All-in Workflow

Solo Entrepreneur

The Problem

The founder managed sales, operations, and customer support with a mix of spreadsheets, inboxes, and documents. Leads slipped due to inconsistent follow-up, weekly updates were delayed, and internal questions disrupted focus. Constant context switching slowed decisions and made it hard to run the business on a predictable cadence.

Our Solution

The founder uses Pipeline to keep leads organised, log engagement history, and stay on top of follow-ups without relying on spreadsheets. At the end of each week, they use Analyst to turn notes and task updates into a structured weekly recap that can be shared with the team or stakeholders. When repetitive questions come in from staff or customers, Concierge retrieves answers from the latest internal documents so the founder is not constantly interrupted to find information.

The Outcome

Saves 6 hours per week in coordination and admin

Missed follow-ups reduced up to 30%

Weekly recap creation reduced to under 20 minutes

Repetitive questions handled without founder involvement up to 50% of the time

Website & In-App Knowledge Assistant

E-commerce Brand

The Problem

Customer support was flooded with repetitive questions about delivery, returns, warranty, and product details. Documentation was spread across folders and pages, so answers differed by agent and customers received inconsistent responses. Ticket volume increased, response times slowed, and customers became frustrated.

Our Solution

The support team uploads FAQs, policies, warranty terms, and product guides into Concierge and keeps it connected to the latest versions so updates stay current. Concierge is then embedded on the website and in-app to handle common questions instantly, while more complex queries are escalated to a human agent. Over time, the team reviews what customers ask most often and uses those insights to improve documentation and reduce repeated tickets.

The Outcome

Ticket deflection of 70% for repetitive questions

First response becomes near instant for common FAQs

Handling time reduced up to 35% due to better self-serve and ease of escalations

Inconsistent answers reduced ~50% with one source of truth

Speed-to-Lead from Events & Web

B2B Services Firm

The Problem

Event leads and inbound enquiries were captured in spreadsheets or email inboxes, often owned by individual reps. Follow-ups were inconsistent, first response time varied, and opportunities went cold because there was no simple system to track next steps and momentum.

Our Solution

Sales reps capture inbound and event leads into Pipeline and manage them through clear stages from first contact to close. Each interaction is logged directly on the lead record, so context is never lost between emails, calls, and meetings. Pipeline prompts timely follow-ups and helps reps prioritise stalled opportunities, so responses are faster and deals do not go cold due to missed next steps.

The Outcome

First-response time reduced up to 80%

Leads lost due to missed follow-ups reduced ~60%

Meeting booking rate increased by ~20% from faster follow-up and cleaner context

Sales admin reduced 2 hours per rep per week

Workforce & Inventory Planning

Retail Chain

The Problem

Staffing and stock decisions were planned in spreadsheets using averages and past experience. During promotions and seasonal peaks, stores were caught short and service levels dropped. During quieter periods, the business overstaffed and over-ordered, driving unnecessary costs. Leaders also lacked a consistent view across locations, so planning became reactive and inconsistent from store to store.

Our Solution

Ops teams upload historical sales, orders, and inventory movements into Forecast to generate a rolling 8 to 12 week demand outlook. Store and ops managers use the outlook to plan rosters and replenishment, and run simple what-if scenarios such as a promotion uplift, a peak season period, or supplier delays. Forecast then outputs a clear view of expected demand and the corresponding staffing and purchasing implications, which leadership uses to align decisions across locations before approval.

The Outcome

Planning cycle shortened to under 2 hours per week

Stockouts reduced up to 30% during peak periods

Excess inventory & write-offs reduced ~20% over a quarter

Labour cost leakage reduced ~12% through better demand alignment

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