Case Studies

Work I'm running now, and the kind of work I take on.

I'm a small practice based in Harrogate, working directly with local businesses. Right now I'm running a live pilot for a web lead responder that replies to enquiries within five minutes. Beyond that, I help small businesses tidy up the everyday stuff that quietly eats into their time — enquiry handling, follow-up rhythm, admin flow, and getting systems to actually stick.

As the pilot wraps up, I'll add proper anonymised case studies here — with permission, and only with figures I can stand behind.

Live pilot · Web lead responder

Every enquiry from your site gets a proper reply within five minutes

The moment someone fills in the contact form on your site asking about your service, they get a thoughtful, personalised reply — not a generic auto-responder — within five minutes, day or night. Most enquiries go to whoever gets back first. This is the first thing I'm running with local small businesses right now, offered as a short trial so you can see what the difference actually looks like on your own enquiries.

What's typically covered

Five-minute response, any hour—
Written replies, not generic auto-emails—
Simple weekly report of what came in and what turned into a client—

Illustrative · Professional service firm

New enquiries land, get answered, and stop going missing

One shared inbox for the office and consultants, with a short intake so every enquiry gets captured the same way and answered the same day. From there it moves through quoted, booked, done, without living inside anyone's head or on the back of a note.

What's typically covered

Enquiry capture from web, phone and referrals—
Reply templates for common services—
Simple pipeline from enquiry to done—

Illustrative · Service-based business

A weekly invoicing rhythm instead of a month-end scramble

A fixed weekly slot for raising invoices as soon as work finishes and chasing the ones going quiet, backed by templates and a short checklist so nothing relies on someone remembering off the top of their head who still owes what.

What's typically covered

Invoice templates for common services—
Weekly chase schedule—
Simple view of who still owes what—

Illustrative · Small business

Everyday admin tidied so the week feels calmer

Client files, mailboxes, WhatsApp threads and recurring bits of admin pulled into one documented way of working, so if you're out at meetings or someone else picks up the phone, nothing important goes missing.

What's typically covered

Simple client folder structure—
Recurring admin checklist—
Short written handover for anyone helping out—

Happy to talk it through, no obligation.

If you're not sure whether this is worth a conversation, send a quick message or give me a ring. I'll be straight with you — if it isn't a fit, I'll say so.

Get in touch