Case Study

Lead Generation & Operations Automation for a Solo Consultant

A solo consultant grew new qualified leads from 0 to 8-12 monthly through automated prospecting. AI-powered invoice collection eliminated payment chasing discomfort while competitive intelligence briefings enabled proactive strategy, adding 5M yen annual revenue.

Lead Generation & Operations Automation for a Solo Consultant

Client Profile

Name

Kenji Yamamoto

Business

Solo Business Consultant / Executive Coach (incorporated)

Location

Tokyo, Japan

Revenue

¥20M/year

Staff

1

Challenges

  • 1Lead generation relies entirely on referrals and LinkedIn network — zero systematic outreach
  • 2Invoices created manually in Excel, often sent late, and embarrassed to follow up on late payments
  • 3No competitive intelligence — clients sometimes mention competitor moves Yamamoto is unaware of
  • 4Wants to expand services (online courses) but has no time or content pipeline to create them

Key Metrics

New Qualified Leads

0/month8-12/month

Invoice Processing

3h/month15 min

Payment Follow-up

Manual (avoided)Fully automated

Competitive Intelligence

NoneWeekly AI briefing

Revenue Impact

¥20M/year+¥5M/year

Full Story

Kenji Yamamoto is an experienced business consultant and executive coach in Tokyo, working with 8-10 retainer clients. His expertise commands premium fees, but his pipeline was entirely referral-dependent — a single-point-of-failure growth model. **The Breaking Point**: When two retainer clients ended their contracts in the same quarter, Yamamoto had no pipeline to replace them. The financial hit was significant, and it took 6 months of networking to recover. Meanwhile, invoices were being created in Excel, sent late, and payments were chronically overdue because Yamamoto found it uncomfortable to chase clients he had relationships with. **The Solution**: Five workflows created a systematic business engine: 1. **Google Maps Lead Scraper** identifies potential consulting clients — SMBs in target industries within Tokyo — extracting contact details and enriching with website and social data. Feeds a structured outreach pipeline. 2. **AI Invoice Collection System** eliminated the emotional burden of payment chasing. AI-drafted reminders escalate from polite to formal over 30 days. Yamamoto's collection rate went to near-100% without a single awkward conversation. 3. **Invoice PDF Processor** handles incoming subcontractor invoices. PDFs are automatically parsed by GPT-4o Vision and logged to a bookkeeping sheet, saving 3 hours of monthly data entry. 4. **Competitor Intelligence Tracker** monitors 5 competitor consultants' websites, LinkedIn activity, and published content. A weekly AI-curated briefing keeps Yamamoto informed of market movements. 5. **Business Automation Analyzer** was deployed as a lead magnet: a free "Automation Readiness Assessment" that prospects fill out. The diagnostic itself demonstrates Yamamoto's expertise while qualifying leads. Three clients in the first quarter came directly from this tool. **The Result**: New qualified leads grew from zero to 8-12 per month. Invoice processing dropped from 3 hours to 15 minutes monthly. The emotional drain of payment collection was eliminated entirely. Competitive intelligence went from zero to structured weekly briefings. Combined revenue impact: +¥5M per year from the new client acquisition channel alone.

Written by

Kazuya Hibara

AI Automation Engineer specializing in n8n automation for solopreneurs

Learn more about the author →

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