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How a bootstrapped business used automation to bring its in-person team-building program online

By Krystina Martinez · July 23, 2020

The coronavirus pandemic devastated many businesses in the event industry, and Museum Hack was no different. They run public museum tours and offer private tours for families, parties, and corporate groups as team-building events—and that's not something you can do while social distancing.

But Museum Hack found a way to pivot its business model to a virtual team-building service—appropriately called TeamBuilding—and scale in a way they couldn't before.

As a small business, Museum Hack was already using Zapier to take care of administrative tasks. With this new social-distancing business model, automation became even more critical to keeping the business running.

Here's how Museum Hack used automation to power through the crisis and scale their new business model.

Challenge: Identify qualified leads and prioritize action

With changes to their business, Museum Hack had to revisit what a "qualified lead" was for new sales processes.

"We never did lead sorting before," said the CEO of TeamBuilding, Michael Alexis. "[When] we had a smaller sales team, they manually figured out who would take each lead based on turn."

As their sales team grew, the process needed to change. Now, their Zaps ensure the team knows about priority leads as quickly as possible, making for faster follow-up and improved close rates. Here are the Zaps they use to get the job done:

Museum Hack uses a few extra steps to fine-tune their process. Filter by Zapier helps them make sure only the right leads move on from Campaign Monitor to Zendesk Sell, and Paths by Zapier picks up after the Slack step to send different priority leads to different places in Slack.

Challenge: Hand off new clients to the logistics team

The TeamBuilding team was working long hours, so it was easy for tasks like new client handoffs to fall through the cracks. They needed automation to reduce their workload, so employees could tackle more complex tasks without worrying about who would take care of administrative duties.

Now, when a new client signs up for TeamBuilding through Proposify and pays through Stripe, a Zap will make a customized introduction between the client and their logistics team.

"Before, someone was manually looking at the [Proposify] form before reaching out," Michael said. This workflow ensures a smooth handover from the sales team and frees them up from admin work, so they can spend more time getting leads.

Automation fuels growth

Automation has allowed Museum Hack to scale up TeamBuilding and access new markets around the world, which was something they weren't able to do before.

"Previously, we did corporate events, but it was for organizations in our cities, and it was very difficult to scale with every new city and every new museum," said Michael. "[Now], we're doing a lot of virtual team building in Europe, Asia, Australia, and working with larger-scale organizations than we have before."

For a small business like Museum Hack, they have to figure out how to get more done with fewer resources.

"Every marginal increase matters—it gets to the bottom line," Michael told us. "[Zapier] is such a good investment for us. If we can pass off some of the menial work to Zapier, it frees up our people to grow in their careers and earn more."

And when you can give employees a chance to tackle more meaningful work, the results are positive.

"TeamBuilding has been a new venue for creativity," said Michael. "And customers are responding well—the testimonials are on a different scale."

About Zapier: Zapier helps you automate the tedious tasks in your day by connecting web apps, so you can stop worrying about copy/pasting and focus on more meaningful work. Read more customer stories to see how people are using Zapier to automate and solve big problems. Then, give us a try for free to see what we're about.

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Krystina Martinez picture

Krystina Martinez

Krystina writes about all things automation for the Zapier blog. Previously she was a public radio journalist, so she has a lot of opinions about microphones. When she's not writing or tinkering with Zapier, Krystina enjoys sewing her own clothes and taking long naps in between her many hobbies.


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