Case studies
Each one lists what was broken, what I built, and what moved. Where a client hasn't approved a figure yet, it's in brackets rather than invented.
Healthcare / clinics · 4 weeks
Every unanswered call now gets a text within 30 seconds, and the reply lands in a pipeline stage instead of a sticky note.
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Marketing agency · 5 weeks
Leads route to the right rep by source and service, and the owner can finally see which lead source pays.
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Local service company · 6 weeks
A rebuilt site where every form writes straight into the CRM with the lead source attached.
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Portfolio
Workflows, pipelines and sites I've shipped. Client names and figures are blurred or left out where the work is still under agreement.
Web build
The service form writes straight into the pipeline and texts the on-call dispatcher. Emergency requests skip the queue and ring the phone.
Web build
Service type on the form sets the tag, and the tag picks which estimator gets the lead. Quotes that go quiet get chased for nine days.
Web build
Checkbox services on the form become tags, so the follow-up sequence only talks about the job the homeowner actually asked for.
Web build
Last winter's contacts get re-activated in October by a tag, not a memory. New enquiries route by postcode to the nearest crew.
Web build
Audit requests create the opportunity, book the call and start a reminder sequence so no-shows get one more chance to rebook.
Web build
Each listing enquiry carries the property and price band as tags, so the advisor sees budget before they pick up the phone.
Web build
Donors and volunteers go into separate pipelines. Donors get a receipt and a quarterly update, volunteers get a rota confirmation.
Funnel build
Four fields, nothing else. Form abandonment dropped once the long qualifying questions moved to the confirmation page instead.
Product build
Abandoned searches trigger a push and an email two hours later with the same dates already filled in.
Product build
Signups that stall at the code screen get one SMS nudge, then drop out of the sequence. No badgering people who changed their mind.
GoHighLevel workflow
A missed call starts a seven-message sequence, one a day, until the lead replies or books a trial session.
GoHighLevel workflow
One list split four ways so each message variant is tagged and measured. Drip mode keeps sending within carrier limits.
GoHighLevel workflow
The form writes the contact record, sends the confirmation, alerts the owner and runs three days of follow-up.
GoHighLevel workflow
Nobody refreshes an inbox. The submission pings the on-call phone first, then the timed follow-up takes over.
Funnel build
Home, about, deals and contact pages with the enquiry form wired to the pipeline and a booking link on every page.
Automation build
Spam filter, AI classification, then two paths: project bids create a lead, everything else gets tagged and logged.
Automation build
A single form submission alerts the team, logs the row, opens the ticket and adds the contact to the drip sequence.
CRM setup
Named pipeline stages, owner on every card, and lead source split so you can see which channel actually pays.
Drip sequences
Trigger rules, timing and content set once, with open and click reporting so the copy can be fixed on evidence.
WordPress build
Enquiry forms wired straight into the CRM, so a parent filling the form starts the follow-up sequence immediately.
Automation build
New rows come in, the agent reads them, writes the CRM record and pings the owner on Telegram. No copy-paste in between.
Automation build
One trigger drafts the email, sends it from Gmail and drops a Slack note so someone can step in before it goes cold.
Reporting build
Every step reports its own counts, so a broken automation shows up as a number rather than a lead that never called back.
Integration work
POST endpoint, mapped fields and credential checks. Most of this job is catching the auth failure before the client does.
Web build
Listings, stats and an FAQ block. Every enquiry form drops into the pipeline tagged with the property it came from.
Web build
Class pages and testimonials up front, with the trial form starting the missed-call and reminder sequences behind it.
Web build
Package cards feed one booking form, and each package tag routes the lead into its own follow-up sequence.
Web build
Service pages, pricing and technician bios. A quote request creates the lead and fires the callback reminder the same minute.
Web build
Lesson plans, a booking form and SMS reminders before each session, which is what cut the no-shows for this one.
Web build
Intake form writes straight to the CRM, tags the programme they picked, then runs the consult confirmation sequence.
Web build
Appointment form writes the patient record, then the recall sequence chases the six-month checkup without anyone remembering to.
Web build
Quote request sits in the hero, tags the service type, and routes the lead to whoever covers that area.
Web build
Commercial, residential and custom split at the form, so each job type lands in its own pipeline with its own follow-up.
Web build
Parents ask for a call back, the request pings the phone straight away and logs the tour date once it's set.
Web build
Emergency jobs skip the queue and text the on-call tech. Everything else goes into the standard callback sequence.
Web build
Enrolment form tags the course, sends the welcome sequence and reminds anyone who abandoned the form halfway.
Reporting build
Orders, returns and margin in one view, refreshed from the pipeline so the numbers match what the CRM actually holds.
Web build
Product pages feed one checkout, and an abandoned cart trigger sends two reminders before the lead goes quiet.
Web build
Launch page collects emails before the drop, then the list gets one send on launch day and one reminder at close.
Web build
Newsletter signup sits in the footer of every page and tags the subscriber with the campaign they came in on.
Next step
A 30-minute call. I map your current follow-up, point at the gaps, and tell you what I'd build first. If it isn't a fit, I'll say so on the call.