American Microgrid Solutions (AMS) was growing fast. 

“Scheduling new customer meetings was my biggest need. I can have six meeting requests in a day, and three intake calls with clients ready to take the next step.” 

“We have a small team, and my Harvard-educated, Air Force-trained project manager spent hours everyday scheduling meetings, and more time gathering documents from clients.” 

AMS had developed intentional workflows with meetings scheduled and documents uploaded in a custom CRM built on SmartSheet. The project process included: 

• Intake meeting to collect client contact data and facility specifications. 
• Requirements meeting to identify project scope. 
• Review meeting to present an initial design and document change requests. 
• Final design presentation. 
• Approval meeting. 

All meetings include multiple stakeholders and, as Geoff said, required “herding cats.” 

Once a project is approved, the cat herding continues—scheduling subcontractors, inspections, getting permits, requesting documents like utility bill history—are all workflows that can be delegated. 

“I brought on Quickskill to free myself, my project manager, and my solutions designer from time-consuming administrative tasks so they could focus on revenue-generating work—getting projects off-the ground and in production.”