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Calendly × Churchill Mortgage

Calendly x Churchill Mortgage, 26,767 hours reclaimed through scheduling automation

1,037% ROI within one year

Manual scheduling chaos to effortless automated routing

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Why it works

The case study leads with numbers going down (hours, manual effort, labor cost) rather than up, making Efficiency the clear primary tag despite the ROI framing. The $415K labor savings and 26,767 hours reclaimed are concrete and sourced directly from the Director of Client Engagement, lending credibility without relying on vendor claims. The Dave Ramsey affiliate routing detail is a specific, memorable use case that grounds the automation story in real business context.

Steal this

Anchor the ROI calculation to an industry-standard labor rate so readers can trust the math without seeing internal financials.

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This is editorial commentary and curation. The case study, screenshot, and all metrics are Calendly's published work; we link to the source and lead with our analysis.

  • Vendor Calendly
  • Customer Churchill Mortgage
  • Industry Fintech / Payments
  • Trigger COVID-19 pandemic spiked call volumes beyond manual capacity
  • Format Written narrative
  • Structure Challenge-Solution-Results
  • Medium Web page