Case studies: CRM, automation and AI builds
The systems work I actually build
Real builds for real businesses, from coaches and clinics to subscription boxes and product companies. Every client stays anonymous, and every number is real.
Systems Build · CRM · Automation
A Full Client Lifecycle System for a 1:1 Coaching Business
Eight phases, five decision points, six clients at any time. The coach now does five things across the entire lifecycle.
Open the case studyScaling · Integration · Revenue
How a Wellness Subscription Box Scaled to 8,000 Subscribers Without Hiring More Staff
Three years of joined-up systems work, two new revenue streams, around $15,000 a month saved.
Open the case studyCRM · Funnel · Conditional Logic
A GoHighLevel CRM and Funnel Build with Conditional Nurture for a 7-Tier Product Suite
Eight automations, seventeen emails, tag-based logic that never pitches a customer something they already bought.
Open the case studyContent System · AI · Multi-Platform
The Content Automation System Behind Optimal Operations
One topic in. Full multi-platform content suite out. Built on Airtable, Make.com, Claude API, and a custom Kanban dashboard.
Open the case studyMigration · Custom App · Automation
Rebuilding a SaaS Onboarding Engine on Client-Owned Infrastructure
A patient-education platform rebuilt off a contractor-locked system onto Supabase, Vercel and a custom GoHighLevel app. Onboarding cut from eight hours to ninety minutes.
Open the case studyFunnel Build · Conversion
A Funnel Rework That Generated an Extra £2,000 a Month for a Financial Coach
Funnel rebuilt to qualify leads properly and convert them to an £8,000 offer. Coming soon.
Migration · CRM · Automation
From Keap to GoHighLevel: Cutting Manual Work From 80% to 25%
Full migration including workflows, contacts, automations and tagging. Coming soon.
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