Less admin. Clearer ownership. One place to work.

Mini-case snapshots, with the numbers that came out of the work.

UK Based Rating Firm

Back office reporting + savings tracking

  • Manual stat checking reduced from ~115 hrs/month → ~46 hrs/month (as recorded).
  • Operating cost reduced from £17,370/month → £690/month (≈ £208,440/year → £8,280/year).

International Education Provider

Phase 1 operational rebuild

  • 4 of 6 critical bottlenecks removed.
  • Admissions consolidated from 3 spreadsheets → 1.
  • 50+ scattered student record sources replaced with 1 single source of truth.
  • 150+ manual emails/intake removed.
  • 20–30 hrs/week estimated time savings (≈ £2,400–3,600/month at £30/hr).

International Education Provider

Attendance + onboarding admin

  • Jane confirmed ~2 weeks saved (80 hours).
  • Payment → enrollment moved from manual daily checks to automated handoff.
  • Students receive immediate access post-payment.

Holistic Practice Agency

Client intake automation (payment → onboarding → CRM)

  • End-to-end intake (payment reconciliation, onboarding invitation, CRM log) reduced from ~10 minutes → ~1 minute (~90% faster).

EU Based Chamber

CRM + payments workflow

  • Time to sign one client reduced from 2–3 days → a matter of 2 hours.
  • Annual processing per member reduced from 10 min/member → ~22 sec/member (167 members).
  • Total admin reduced from ~27.8 hrs/year → 1 hr/year (≈ 96.4% reduction; ~26.8 hrs/year returned).

US Real Estate Lead-Gen Build

From concept to working acquisition system

  • Built a system to source data and cold call with AI.
  • Processed 1,000 calls/day versus 100 calls/day by a human.
  • Same conversion results achieved.

International Education Provider

AI-assisted assessment marking

  • Replaced the equivalent of 10 markers for first-pass grading.
  • Marking turnaround reduced from 2 weeks → 2 days.
  • Feedback is still manually checked before being sent to students.
  • ≈ 86% reduction; ~15,000/year returned.

UK Chartered Surveying Firm (Rating / New Business)

AI occupier matching + same-day outreach

  • New business cycle compressed from ~2 weeks → same-day outreach (≈ 14× faster).
  • Manual occupier matching reduced from up to 1 week per tone reduction to two batches (62 addresses) matched in ~30 minutes.
  • Pilot results: 39/62 occupiers matched (62.9% match rate), 48 phone numbers and 25 emails found.
  • Matching runs on public VOA data at ~£0.5 per company, in parallel with the existing system so nothing is overwritten.
  • Low-confidence matches route to a human QA queue.

UK Cleaning Agency (Cardiff, owner-operated)

From no system to a single business OS

  • Built one consolidated Notion business OS: CRM, cleaning projects, tasks with priorities, team, and finances in a single source of truth.
  • Per-job pricing standardised into formulas across all cleaning types (regular, deep, end of tenancy, post-build, commercial), replacing ad-hoc quoting.
  • Every client, job, task and cost is trackable in one place.
  • Owner can run the business from one dashboard instead of chat history.
  • All phases delivered and handed over.

UK Life Insurance Brokerage

Whiteboard-and-paper back office → portable operating system (in delivery)

  • Audit proved the back office was the real constraint, so the sequence was fixed: delivery capacity first, then scale sales.
  • End-to-end client journey (fact find → quote → application → underwriting → on risk → retention) in one shared source of truth.
  • Structured underwriting tracker (provider, request date, chase cadence, next action, owner).
  • Comms templates reverse-engineered from ~100 sent emails.
  • Auto-generated branded client packs replacing manual personalisation.
  • ICP and channel targeting decided from historic CRM conversion data, not preference.

UK Commercial Insurance Broker (PI / Cyber / D&O)

Fragmentation audit + governed rebuild (in delivery)

  • ~140 clients, ~200 policies, ~£1m GWP across a CRM, GoHighLevel, spreadsheets, email and file folders with no enforced source of truth and no shared IDs.
  • Verdict delivered plainly: growing top-of-funnel first would have automated the chaos.
  • Rebuild sequenced as IDs and stage definitions → folder standards → only then automation.
  • Source-of-truth map per entity (lead, client, policy, documents, commission).
  • Product catalogue built from scratch, rules-based upsell list, and renewal kick-off at T-90 days.

What clients say

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