Worked Examples

What we have actually built

Every example below is anonymised and simplified. Figures are the ones the business measured itself, not projections, and no client is identifiable.

Lead Follow-Up

Enquiry To Booked Job In Under A Minute

A six-person installation company was losing evening and weekend enquiries because nobody saw them until the next working morning.

  • Enquiry arrives from the website, email or a marketplace
  • Acknowledgement and booking link sent within seconds
  • Lead written into the CRM with its source recorded
  • Owner alerted on their phone with the details attached
  • Reminder fires after 48 hours if nothing has been booked

Result: First-response time fell from around six hours to under a minute. The owner reported roughly a fifth more booked jobs from the same enquiry volume.

Documents

Supplier Invoices Filed Without Retyping

An accountancy practice had two people entering invoice data from PDFs and photographs for most of every Monday.

  • Invoice arrives in a dedicated mailbox
  • Supplier, date, totals and reference extracted automatically
  • Values checked against the purchase order and VAT rules
  • Clean records written straight into the accounting system
  • Anything failing a check is queued with the reason shown

Result: Around thirty hours a month returned to the team, and the month-end correction list shortened considerably.

Customer Service

The Same Twenty Questions, Answered Instantly

A clinic reception was answering the same questions about parking, preparation and opening hours dozens of times a day.

  • Message arrives by web chat or email
  • Assistant answers from the clinic's own approved documents
  • Anything clinical or about payment is routed to a person
  • The full conversation is attached for whoever picks it up

Result: Reception handled around sixty per cent fewer routine messages, with no increase in complaints.

Email

Renewal Reminders That Stopped Being Forgotten

An insurance broker relied on a spreadsheet and somebody remembering to look at it each week.

  • Renewal date reaches sixty days out
  • Personalised reminder sent with the client's own details
  • Second and third reminders fire if no response
  • Sequence stops immediately once the client replies

Result: Renewal contact became consistent rather than occasional, and lapsed policies dropped noticeably in the first year.

Marketing

Review Requests On Every Completed Job

A hospitality venue asked for reviews sporadically, usually only when a manager remembered after a good week.

  • Job or visit marked complete in the booking system
  • Review request sent the following morning
  • Second nudge after five days if nothing arrives
  • Unhappy responses routed privately to the manager instead

Result: Review volume increased several times over within a quarter, and negative feedback reached the manager before it reached a public page.

Data

Two Spreadsheets That Finally Agree

A retailer kept stock in one spreadsheet and orders in another, reconciled by hand every Friday afternoon.

  • Order recorded in the sales sheet
  • Stock levels updated automatically
  • Low-stock alert sent to the buyer
  • Weekly summary generated without anyone building it

Result: The Friday reconciliation disappeared entirely, and stock-outs became rare rather than routine.

Before And After

The same week, described twice

How it runs now

How it runs afterwards

Enquiries checked when someone gets back to the office.

Acknowledged in seconds, logged, and chased on a schedule.

The same email rewritten forty times a week.

Triggered by a real event, personalised, and sent without anyone touching it.

Numbers typed from a PDF into the accounting system.

Read, validated and written automatically, with only exceptions reaching a person.

Review requests sent when a manager remembers.

Sent after every completed job, with a second nudge if needed.

Two spreadsheets reconciled by hand each Friday.

Kept in step continuously, with alerts when something looks wrong.

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Ready To Stop Doing It By Hand?

Send us the process that wastes the most time each week. You will get a written assessment of what can be automated, what should not be, and an individual quote.

  • Lead Follow-Up
  • Email Automation
  • AI Assistants
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Describe the process and we will sketch the same kind of flow for your business, in writing, at no cost.

Email Address

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Office Hours

Mon - Fri, 09:00 - 18:00 (CET)

Our Location

3524 Silverside Road, Suite 35B, Wilmington, Delaware 19810-4929, USA

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