Examples of the automation systems, websites, and AI integrations we've built — and the measurable difference they made. All examples are representative of the work we do.
A UK-based management consultancy was manually processing every new enquiry — copying contact details into their CRM, creating invoices by hand in Xero, and sending follow-up emails one at a time. Each new lead took 25–30 minutes of admin.
Every enquiry through their Jotform contact form required someone to manually: check the form submission, copy details into HubSpot, create a contact record, draft and send a confirmation email, and create a draft invoice in Xero. With 15–20 new enquiries per week, this was consuming nearly a full day of admin time. Leads were also slipping through — enquiries received on Friday afternoons weren't followed up until Monday.
A growing UK retailer had an outdated website that wasn't converting visitors and no way to capture leads outside business hours. Their team was manually responding to the same product questions repeatedly.
Their existing website was slow, unbranded, and not mobile-friendly. Visitors were bouncing without enquiring. The small team spent significant time each day answering the same product questions by email and phone — questions that could be answered automatically. Outside business hours, enquiries were simply lost.
An IFA practice was spending 3–4 hours onboarding each new client — collecting documents, creating records across multiple systems, and manually sending welcome packs and compliance documentation.
Every new client required the adviser to: send a welcome email manually, chase document submissions, create records in their CRM and compliance system separately, generate a client folder in Google Drive, and send a welcome pack. With growing client numbers this was becoming unsustainable — and the manual nature introduced errors and compliance risks.
A growing trades business was missing leads because quote requests submitted via their website weren't being followed up quickly enough. The team was also re-entering job details manually into three different systems.
Quote requests came through a website form but were only checked a few times a day. Response times averaged 4–6 hours — by which time many customers had already booked a competitor. Job details also had to be manually entered into their CRM, their invoicing system, and their job scheduling tool separately, taking 15–20 minutes per booking and introducing frequent errors.
A digital marketing agency was manually pulling data from Google Ads, Meta, and their CRM every week to compile client performance reports — a process taking 8+ hours per week across their team.
Each Monday, the team spent the morning manually logging into multiple ad platforms, downloading data, copying figures into a spreadsheet template, writing commentary, and emailing reports to clients. The process was error-prone, time-consuming, and meant the team started every week behind. As client numbers grew, the problem was getting worse.
If any of these challenges sound familiar, chances are we can help. Start with a free consultation — we'll identify your biggest automation opportunities and show you what's possible.