Real workflows, real industries.

The problem

Clients are managed across email, a spreadsheet, and someone's memory. Onboarding a new client takes three hours of manual work — collecting info, creating accounts, sending welcome packs. Invoices are raised manually in Xero after chasing the time sheets.

What we built

CRM set up and connected to intake forms. New client onboarding automated end-to-end — document collection, account creation, welcome sequence, and Xero contact creation all triggered by a single form submission. Time tracking connected to Xero for automatic invoice drafting.

Outcomes

• Onboarding time cut from 3 hours to 20 minutes
• No client information lost between platforms
• Invoices drafted automatically from logged time

The problem

Quotes go out on paper or by WhatsApp photo. Jobs are tracked in a personal calendar. Invoices are raised days late because the tech forgets to tell the office what they did. Xero doesn't know about half the jobs.

What we built

Mobile-friendly quoting form that creates a job record, assigns a tech, and schedules the calendar event. Job completion triggers the invoice in Xero automatically. Customer gets a follow-up SMS two weeks later.

Outcomes

• Average invoice turnaround dropped from 8 days to same-day
• Zero jobs lost between field and office
• Payment time improved by 40%

The problem

Student enrolments come in via email. Records are kept in spreadsheets across three different staff members. Attendance is tracked on paper. Certificates are issued manually, one by one, with a high error rate.

What we built

Online enrolment form feeds a student database. Attendance recorded via a simple digital form — connected to the student record. Certificate generation automated from a template when a student completes a course.

Outcomes

• Enrolment admin cut by 80%
• Certificates issued in minutes instead of days
• Student records accessible to all authorised staff

The problem

Proposals are built from scratch each time by copy-pasting previous work. Client documents are scattered across email and Dropbox folders named by date. No central view of which deals are at which stage.

What we built

Proposal templates connected to a CRM. Client document packs generated from a standard folder structure triggered by deal stage. Pipeline dashboard showing every active engagement and its current status.

Outcomes

• Proposal time cut from 4 hours to 45 minutes
• Every client document findable in under 30 seconds
• Deal status visible to all partners without asking

The problem

Orders come from multiple channels — website, marketplaces, wholesale — and are reconciled manually. Supplier orders are tracked in a spreadsheet. Returns and customer queries are handled via a shared email inbox with no threading.

What we built

All order channels connected to a single order management view. Supplier reorder logic automated from inventory thresholds. Customer query triage using a private AI assistant trained on product and policy knowledge.

Outcomes

• Order management time cut by 60%
• Stockouts reduced significantly
• Customer query response time halved

The problem

Bookings come via phone, text, and a Facebook message. No-shows are common because reminders aren't sent. Repeat customers aren't being contacted proactively. There's no clear view of which services are profitable.

What we built

Online booking system connected to the calendar, automated confirmation and reminder sequence, and a follow-up message sent 48 hours after each appointment. Monthly report showing revenue by service type, automatically compiled.

Outcomes

• No-show rate dropped by 65%
• 30% increase in repeat bookings within 90 days
• Profitability by service visible for the first time