Problems we were handed, and what happened next

The problem. Quotes took two to three days because a single estimator rebuilt each one by hand from call notes. Roughly a third of leads went cold before the paperwork arrived.

What we did. We built an intake automation that reads the call transcript and site photos, prices the job against their catalogue, and produces a branded proposal for the estimator to approve and send — a five-minute review instead of a two-hour build.

The problem. Dispatch ran on a whiteboard, three spreadsheets and a group chat. Services were tracked by memory, and two trucks had been off the road that quarter for maintenance that was months overdue.

What we did. A dispatch dashboard fed by their existing GPS units, plus a driver app for inspections and proof of delivery. Maintenance intervals now generate work orders automatically and escalate before anything lapses.

The problem. Each campus kept its own spreadsheet. Term reports took two weeks of evenings to assemble, and parents only ever heard about a struggling student once the term was over.

What we did. A shared gradebook across all campuses with weighted assessment, automated report generation in their own template, and a parent portal that surfaces downward trends while the term is still running.

The problem. Their previous CRM was abandoned within a year — too many required fields, too little payoff. Pipeline lived in one spreadsheet that only the sales manager trusted.

What we did. A lean CRM matching their five real pipeline stages, with call and email activity captured and summarized automatically. Reps confirm rather than type, and quiet deals surface themselves.

The problem. Registrations looked healthy but first deposits lagged the market. Nobody could say which step was losing people, and a market regulator review was six weeks out.

What we did. A step-by-step funnel and verification audit alongside a responsible gaming controls review. Two verification steps accounted for most of the loss; four compliance gaps were closed ahead of the review.

The problem. A slow page-builder site took nine seconds to load on mobile, ranked below single-clinic competitors, and buried booking three clicks deep.

What we did. A rebuilt site with per-location pages, proper local schema, and booking on every page. Migrated with redirects in place so existing rankings carried over intact.