CRM & lead workflows
Lead capture, pipeline automation, follow-up sequences and appointment booking in GoHighLevel and other CRMs.
CRM automationProjects
We publish project write-ups only with client permission and without confidential data. Each case study explains the real problem, the constraints and what was actually achieved — no invented metrics.
Case studies
Much automation work involves private customer data and internal processes, so we take care with what is published.
As clients approve them, case studies will be added here with anonymized screenshots and demonstration data. In the meantime, every service page includes a sample workflow that shows how we structure and test our work, and we are happy to walk through relevant examples during a consultation.
Book a ConsultationWhat every case study covers
Types of systems we build
These describe categories of work, not specific client engagements.
Lead capture, pipeline automation, follow-up sequences and appointment booking in GoHighLevel and other CRMs.
CRM automationGoogle Sheets and Excel tools with scripts, forms, validation, document generation and reports.
Spreadsheet automationConnections between CRMs, payment platforms, telephony, dispatch and accounting systems.
API integrationsn8n, Make and Zapier workflows with filtering, transformation and error handling.
Workflow automationLightweight calculators, forms and internal tools that feed data into your systems.
Ask about a toolDiagnosis and repair of automations and scripts that stopped working or became unreliable.
TroubleshootingTell us about the process and tools involved. We will explain how we would approach it.