Our Work · Automation

Automation case studies judged by what stopped leaking.

Five examples of automation applied to real commercial handovers: speed to lead, customer reactivation, review generation, quote and invoice chasing, and pipeline administration.

Selected automation work

Different operational gaps. One commercial objective.

Each case study shows the before-and-after operating route, the commercial logic and the measurable result rather than presenting automation as software for its own sake.

Lead Response & Follow-Up Automation

How Riverton Plumbing & Heating Ltd converted more inbound enquiries into booked jobs by responding while buying intent was still high.

The business already had inbound demand. The commercial leak was what happened after the enquiry arrived. A faster response and structured follow-up system converted more of the same lead volume into appointments and booked jobs.

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Primary commercial outcome £24,480 Additional booked revenue attributable to recovered leads.
Customer Reactivation Automation

How Mason & Vale Home Services turned an existing customer database into a new source of sales opportunities.

The business had already paid to acquire thousands of customers, enquiries and prospects over several years. The opportunity was to turn that dormant database into structured conversations without buying more traffic first.

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Primary commercial outcome £49,560 Verified/modelled revenue generated from reactivated contacts.
Review Generation Automation

How Clearline Property Services built a consistent review-generation system around completed customer work.

The business had already completed hundreds of jobs, but review requests depended on staff remembering to ask. The system turned completed work into a consistent review opportunity while keeping the request tied to genuine customer experience.

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Primary commercial outcome 74 New Google reviews generated during the four-month project period.
Quote & Invoice Follow-Up Automation

How Oakridge Installations Ltd reduced revenue leakage by systematically following up outstanding quotes and invoices.

The business had two different leaks: undecided quotes quietly dropped out of the sales process, while outstanding invoices consumed staff time and delayed cash collection. Both were addressed with structured follow-up.

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Primary commercial outcome £46,980 Revenue generated from recovered stalled quotes.
CRM, Pipeline & Sales Administration Automation

How Apex Gate Systems Ltd created a clearer sales operation so fewer opportunities disappeared inside day-to-day admin.

Customer and sales information was spread across inboxes, WhatsApp, spreadsheets, website enquiries and individual staff members. The project created one visible sales process with ownership, next actions and consistent pipeline movement.

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Primary commercial outcome £64,400 Additional revenue recovered from previously unmanaged opportunities.
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