Case studies

Small businesses, real jobs, measured results.

Each of these started with one job that ate the week. Here is what we built, how it went live, and what changed. Businesses are described by sector rather than named.

All case studies

Dental practice

Never missing a call again

The practice's two receptionists were also running the front desk, so a third of calls went to voicemail at lunch and after 5pm. They wanted every call answered and every cancellation refilled, without hiring.

100%
Of calls answered
38%
Fewer empty slots
Skin clinic

Consultations booked before the enquiry goes cold

Enquiries arrived through Instagram, the website and WhatsApp at all hours, and the clinic replied the next working day. By then many had booked elsewhere. They wanted every enquiry answered within minutes and turned into a consultation.

4 min
Median first reply
52%
More consultations booked
Law firm

Enquiries answered in minutes

New enquiries sat in a shared inbox until someone had a gap, often two days. Prospective clients had usually instructed another firm by then. They wanted every enquiry qualified and booked the same day.

4 min
Average first reply
2.4×
More consultations booked
Lettings agency

Repairs sorted without the chase

Maintenance requests came in by phone, email and text and were tracked on a whiteboard. Tenants chased for updates, contractors turned up unannounced, and gas certificates lapsed twice in a year.

62%
Fewer tenant calls
0
Lapsed certificates
Restaurant

No-shows down, tables full

One in eight bookings didn't turn up on a Friday or Saturday, and the team had no time to confirm them or work the waitlist. Reviews were left to chance. They wanted full tables and a steadier reputation.

3%
No-show rate
More Google reviews
Accountancy practice

Paid on time, every month

Every Friday afternoon went on invoicing and chasing, and the partners still didn't know which clients were slipping until the quarter end. They wanted the cash in on time and a clear view of the practice each Monday.

30 days
Average time to payment
6 hrs
Saved every week
Heating and plumbing firm

Quotes out the same day

Quotes were written up by the owner in the evenings, so they went out four days after a site visit and jobs were lost to faster competitors. Invoices went out late for the same reason.

Same day
Quotes sent
11 days
Faster to get paid
Plastic surgery clinic

A patient journey with nothing dropped

A single patient coordinator was managing consultations, consent paperwork, pre-operative instructions and aftercare check-ins for every patient. Things slipped when she was on leave, and the surgeons noticed.

100%
Consent forms in before consultation
9 hrs
Coordinator time saved a week
Day spa

Full treatment rooms, quieter front desk

Weekend bookings came by phone while the front desk was checking guests in, and gift-voucher enquiries piled up before Christmas. Rooms sat empty after late cancellations because nobody had time to work the waitlist.

31%
Fewer empty room hours
3x
More public reviews a month
Dermatology clinic

Triage that puts the right patient first

New referrals and self-referrals were booked in the order they arrived, so a suspicious mole could wait behind a routine appointment. The clinic wanted urgent cases seen first and every follow-up recall actually booked.

Same week
Urgent referrals seen
94%
Recalls booked on time
Electrical contractor

Certificates filed before the van leaves

Every job ended with paperwork: the EICR or minor works certificate typed up that evening, the quote for the next job written at the weekend, and landlords chasing for documents their agents needed by Friday. The firm wanted the paperwork done when the job was done.

Same day
Certificates sent
2 evenings
Back each week
Estate agency

Every viewing request answered in minutes

Portal enquiries landed in a shared inbox in bursts, mostly evenings and weekends, and negotiators worked through them on Monday morning. By then the keen buyers had booked with the agency across the road. They wanted every enquiry answered within minutes, qualified, and in the diary.

5 min
Median first reply
31%
More viewings from the same leads
Physiotherapy clinic

The diary that fills itself

Patients cancelled at short notice and the slot stayed empty; others finished three of the six sessions they were prescribed and drifted away. The receptionist spent her mornings on the phone trying to fill gaps and chase rebookings. The clinic wanted a full diary and patients who complete their course.

44%
Fewer empty slots
+2.1
Sessions completed per course
Independent hotel

The late checkout question, answered at 2am

Guests messaged through the booking sites, WhatsApp and the website at all hours: parking, late checkout, allergies, a taxi at six. The owner answered from bed or the guest waited until breakfast. Cancelled rooms went unsold and the review request never got sent. They wanted every guest answered, every room sold and the owner asleep.

1 min
Median reply, any hour
68%
Of cancelled weekend rooms refilled
Financial advice firm

Annual reviews that book themselves

Every client is owed an annual review, and each one takes three emails to book, two to collect the documents and one to remind. With 400 clients that was a paraplanner's whole job, and reviews still slipped past their due date. The firm wanted every review booked on time, prepared for, and every message written inside the rules.

100%
Reviews booked on time
3 days
Documents in before the meeting
Cleaning company

Every gap refilled, every shift confirmed

A cancellation on Tuesday night meant a cleaner with nothing to do on Wednesday morning and an owner on the phone at 10pm trying to fill it. Cleaners forgot shifts they had not been reminded of, and quotes for new regulars waited until the weekend. The company wanted the schedule full, the rota confirmed and the owner's evenings back.

< 1 hr
Median time to refill a cancelled slot
0
Missed shifts in the first quarter
Veterinary practice

The worried owner, answered first time

The phone rang while the nurse was holding a dog, so a quarter of calls went to voicemail and worried owners rang the practice down the road. Vaccination reminders went out when someone had time, and repeat prescription requests were scribbled on a pad. The practice wanted every call answered, every animal triaged properly and nothing routine forgotten.

100%
Of calls answered
26%
More vaccinations kept on schedule
Fitness studio

Full classes, and members who come back

Classes showed as full while the waitlist sat untouched and two bikes stood empty. Membership enquiries arrived at 10pm and were answered at 10am, by which time the prospect had joined somewhere else. Members who stopped coming were noticed when their payment failed. The studio wanted every class full, every enquiry answered and lapsed members noticed early.

96%
Class capacity filled
1 in 3
Lapsed members back within two weeks
Block managing agent

Forty blocks, one inbox, nothing lost

Six people managed forty blocks and every leak, lift fault, parking dispute and service-charge query came into the same inbox. Urgent things waited behind routine ones, contractors were called out over budget because nobody could find the limit, and directors heard about problems from residents before they heard from the agent. They wanted every query triaged the moment it arrived and every director informed first.

7 min
Median time to triage and acknowledge
0
Call-outs over budget without approval
Recruitment agency

Consultants back on the phone

Consultants were hired to talk to candidates and clients and were spending half the day arranging interviews across three diaries, chasing referees who did not reply and answering the same questions about start dates and parking. Placements slowed not for lack of candidates but for lack of hours. The agency wanted the admin done so the consultants could sell.

Same day
Interviews arranged
9 days
Faster from offer to start
Holiday-let manager

Changeovers that run themselves

Thirty-one cottages, guests messaging at all hours about hot tubs and keysafes, and a Saturday changeover that meant the owner on the phone from seven in the morning lining up cleaners against checkouts. Reviews decided next summer's bookings and were asked for when someone remembered. She wanted guests answered instantly, cleaners in the right cottage at the right time, and reviews asked for every time.

1 min
Median guest reply
2.4x
More reviews per stay
Independent optician

Recalls that fill the diary

Sight-test recalls went out in batches when the practice was quiet, which was exactly when there was nobody to book the responses. Contact-lens wearers ran out and rang in a panic, and glasses sat on the collection shelf for a fortnight because the notice was a phone call nobody had made. The practice wanted recalls, reorders and collections to run on their own, and a diary that stayed full.

41%
More recalls booked
4 days
Average time on the collection shelf, from 14
Hair salon

Every chair busy, every client rebooked

The phone rang while every stylist had a client in the chair, so it rang out. A late cancellation on a Saturday left a chair empty for ninety minutes. And the client who did not rebook at the desk was usually next seen six months later, or at the salon round the corner. The owner wanted the phone answered, the gaps filled and every client asked to rebook before they were missed.

92%
Chair time booked
68%
Of clients rebooked without visiting the desk
Insurance brokerage

Renewals that run on time

Renewals arrived in waves and the account handlers surfed them: sixty in a fortnight, then twenty, then ninety. Documents came in the week before renewal or not at all, quotes went out and were not chased, and clients lapsed for want of a follow-up. The brokerage wanted every renewal started early, every document in on time and every quote chased, without adding handlers and without a single message outside the rules.

60 days
Every renewal started ahead
18%
Fewer clients lapsed at renewal
Building and renovation firm

Stage invoices on time, suppliers on schedule

A renovation is months of admin run from a phone on a scaffold: enquiries to answer, site visits to arrange, a stage invoice to raise when the roof goes on, kitchens and windows to chase before the day they are needed. The owner did it in the van at lunch and the evenings, and stage invoices went out a week late because he forgot. He wanted the admin done by the time he got home.

Same day
Stage invoices raised
9 days
Faster to get paid
Private GP clinic

Forms in, results followed up, clinicians with patients

Between patients, the clinicians were answering enquiries, chasing pre-appointment forms and ringing people about results, because there was no one else to do it. Forms arrived half complete, results follow-up depended on someone remembering, and the enquiry that arrived at 7pm waited until morning. The clinic wanted the administrative half of the day done properly, and the clinicians seeing patients.

100%
Forms complete before arrival
+1
Patient a day, same clinicians
Architecture practice

Fee proposals out in a day

An enquiry needed a call, a site visit, a fee proposal and a stage schedule before any drawing started, and the director wrote every proposal himself at the weekend. Once a project was live, the stage invoices followed the RIBA stages for a year and went out when someone noticed a stage had finished. The practice wanted enquiries answered the same day, proposals out within one, and invoices on the day a stage completed.

1 day
Visit to proposal, from ten
14 days
Faster stage payments
Management consultancy

Proposals followed up, meetings prepared, invoices out

Everyone was billable, so the things that made the firm money later were done last: proposals went out and went quiet, meetings started with a hurried search through old emails, and invoices were raised at month end by whoever was least busy. The partners wanted the follow-up done, the meeting prepared and the invoice out, without a consultant coming off a client to do it.

100%
Proposals followed up on time
12 days
Faster to get paid
Events venue

Dates held, shown and secured without the email mountain

Enquiries arrived for Saturdays a year away, sixty a week in January, and each one needed a reply about availability, a viewing, a quote from the packages and a deposit to hold the date. Two salespeople did it by email and lost the thread on the ones who went quiet. Dates were held informally and sometimes twice. The venue wanted every enquiry answered, every viewing booked and every date secured properly.

5 days
Viewing to deposit, from 19
0
Dates double-held
Landscaping firm

Spring answered, rounds booked

The first warm weekend in March brought a hundred enquiries in a fortnight and the owner answered them from the van between jobs, so half were still waiting a week later. Meanwhile the maintenance rounds needed scheduling around weather and staff, and the autumn work nobody had booked was the winter nobody was paid for. The firm wanted every enquiry answered the same day, quoted from its rates, and the rounds and seasonal work filled without the owner.

Same day
Enquiries answered and visits booked
2 evenings
Back each week for the owner
Locksmith and glazing firm

The 2am call answered, the nearest engineer dispatched

Emergency calls came at 2am to a phone the owner kept by the bed, and he then rang round to find who was nearest and awake. Daytime calls went to voicemail while engineers were on jobs. Payment was taken when someone remembered to send the invoice, days later. The firm wanted every call answered in seconds, the right engineer dispatched immediately, and payment taken on the doorstep.

90 sec
Call to engineer dispatched
On the doorstep
Payment, from 6 days later
Pest control company

Follow-ups scheduled, reports written, phone answered in July

Every job has a follow-up visit, a report and a compliance record, and in July the phone does not stop. Follow-ups were booked when the technician remembered, reports for restaurant and warehouse clients were typed up on Sunday, and calls went to voicemail at exactly the time of year they mattered most. The company wanted the follow-ups automatic, the reports written on site and the phone answered all summer.

100%
Follow-ups booked on the day
Same day
Compliance reports to commercial clients
Serviced office operator

Tours this week, rooms booked now, renewals on time

Enquiries wanted a tour this week and got a reply next week. Members wanted the meeting room in ten minutes and had to find the centre manager, who was on the floor. Licence renewals crept up unnoticed and invoices went out late because the team was showing people round. The operator wanted every enquiry toured within the week, every room bookable instantly, and renewals and invoices running without the team at a desk.

This week
Every enquiry toured, from next week
+9 pts
Occupancy across three centres

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