Case Studies

Real systems. Handed over.

Every engagement is a system built inside a client's stack and handed back to them.

Site engineer checking a tablet on a construction site
Home Services
Home Services Contractor
Site photos through to signed contract and paid invoice
Craftsperson shaping a wooden piece with a hand tool
Home Services
Residential Repair Contractor
Estimates built from job notes, media and live material pricing
Hand tools laid out on a wooden workbench
Home Services
Handyman and Home Maintenance Business
From customer request to estimate, scheduling, payment and review
Hands selecting tools from an organized toolset
Home Services
Regional Home Service Operator
First customer message through lead, estimate, technician and payment
Hands holding an aluminium window frame sample
Home Services
Windows and Doors Contractor
Quote through proposal, contract, permits and 90 day follow-up
Close up of a steel keyhole set into a door
Home Services
Locksmith and Door Service Business
Call transcript straight into a Workiz lead and job
Network cables plugged into a rack in a data centre
Lead generation
Apollo to GoHighLevel Lead Pipeline
A clean, duplicate-free lead flow into GoHighLevel
Workbench laid out with woodworking tools
SaaS
GoHighLevel CRM and Campaign Management
Intake, routing, booking, campaigns and reporting in one CRM
Agent handing house keys to a couple
Real Estate
AI Lead Vetting and Caller Follow-Up
AI intent classification on every inbound reply
Person arranging blank sticky notes on a whiteboard
Healthcare
monday.com CRM to Marketing Workflow
No more manual CRM checks before filming
Abstract red and blue digital light patterns
Lead generation
Zapier and MailerLite Form Recovery
Recovering leads who never finish the form
Team working at laptops in a modern open office
SaaS
AI RevOps Lead Generation Stack
Eight systems, one revenue stack
Guests at a seaside cafe terrace at sunset
Hospitality
Beachfront Hospitality Group
WhatsApp enquiries answered, routed and escalated automatically
Two professionals in conversation across an office desk
Staffing
Remote Staffing Operation
Applicants handled monthly with no manual pipeline upkeep
Soft daylight and plant shadow falling across a plain wall
Finance
Invoice Categorization Back Office
Vendor documents sorted and classified before accounting work starts
Laptop on a clean white desk with natural light
Finance
Accounts Payable Firm
Invoices, receipts and credit-card charges routed correctly
Designer working on a tablet beside a keyboard and sketchbook
Design
Boutique Design Studio
First inquiry through proposal, delivery and draft invoice
Soft pastel gradient blending pink and blue tones
Accounting
Accounting Services Practice
Newsletter planned, approved, sent and measured without manual production
Support agent wearing a headset against a plain background
Lead generation
Merchant Services Lead Generation
First phone call through analysis and back to the correct lead
Soft pastel three dimensional cubes on a violet background
SaaS
Make.com RAG Agent Build
RAG retrieval, generation and database mapping in one flow
Person checking a smartwatch on their wrist outdoors
SaaS
Fitness Technology Startup
Trainer recruitment and participant onboarding in one CRM
Soft blue and white gradient background
Insurance
Insurance Broker Referral and Group Benefits
Referral partners and employer group benefits, built as two compliant pipelines
Fibre optic strands glowing against a dark background
SaaS
Multi-Phase Agentic SDR and Attio Build
From CRM foundation to architecture guidance
Laptop with a dark screen beside a vase on a desk
Consulting
Solopreneur All-in-One GTM Automation
Runs itself on a few hours a week
Photography studio interior with cameras and lighting
E-commerce
E-Commerce Outbound Growth Engine
From ICP discovery to a live pipeline dashboard
25 systems shipped and handed over

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