Case studies
Real systems. Real clients. Running today.
A look at work built and run for live businesses. Client names are kept private, so these are described by sector rather than brand. The systems, the numbers and the decisions are real.
The director could generate a quote in minutes but rarely had time to chase it. Quotes drifted open for months, expired in silence, and were either requoted from scratch or lost. Money on the table every week.
I built a virtual member of the sales team with his own mailbox and his own identity in the company CRM. He works open quotes on a disciplined four touch cycle: a soft follow up, an expiry warning, a tidy up, a polite close. The hard part is not the chasing, it is knowing when not to chase. Before drafting a word he sweeps the mailboxes to check the customer is not already mid conversation with a real person. If they are, he stays silent and logs it for the team.
Every email is staged for human approval before it sends. He never touches pricing or quote records, respects opt outs, and is capped per day and per quote.
What one morning's run surfaced
- Two drafts pulled before approval because they would have chased quotes the director had personally just sent
- A quote north of £900k a customer had asked to close a month earlier, still sitting open in the CRM
- An £82k project flagged as paused, and a £73k deal closing that same day, both logged for the human team
The client needed consistent partner recruitment outreach but had no one with the time to do it every day. Manual prospecting is the first thing to slip when the week gets busy.
I built and now run an outreach system under a named persona. Every working day it selects the prospects due a touch, researches each company, and writes individually tailored emails. Nothing sends until a human approves it. Replies are sorted all day: routine questions answered, anything commercial escalated to a real person, and a full week of numbers lands by email every Monday.
It runs at a natural, deliverable pace rather than blasting volume, and it is honest by design: asked if it is an AI, it says yes and hands over to a person. This is a proven pattern that I reconnect to a new client's CRM, mailbox and prospect list in weeks.
Why it matters
- Pipeline activity no longer depends on someone finding a spare hour
- Every prospect is researched and followed up on schedule, never forgotten
- Built once, redeployable. The same engine fits most businesses with a CRM, a mailbox and a sales cycle
Tender responses meant skilled people spending days, sometimes weeks, matching hundreds of line items across multiple suppliers, pricing each one, and assembling the response by hand against a hard deadline. Slow, costly, and easy to get wrong under pressure.
I built a tool that takes the grunt work out of it: it reads the requirement, matches products, prices the lines and assembles the structured response, turning weeks of manual work into hours. The skilled people stay in control of judgement and final sign off, which is where their value actually sits.
That work has led to a wider advisory engagement: helping the same business select and implement the right CRM for how they actually operate, so the quoting, pipeline and customer data stop living in disconnected spreadsheets. The tool fixed the immediate bottleneck. The CRM work fixes the foundation underneath it.
The pattern
- Find the most expensive manual bottleneck and remove it with a focused tool
- Keep humans on judgement, hand the repetitive work to the system
- Then fix the foundation: the right systems, chosen and implemented for the business as it really runs
A deep catalogue is a double edged thing. Customers who know exactly what they want are fine. Everyone else bounces, or ties up a salesperson with "which one do I actually need" questions that follow the same pattern every time.
I built a guided product finder that asks the questions a good salesperson would ask, narrows the whole range to a shortlist, and ends with the customer sending their list straight to the sales team. The clever part is not the filtering, it is the journey. Knowing which question to ask first, that a buyer who needs power over ethernet does not know they need it, they know they have cameras to power, and when to relax the filters and show near matches rather than a dead end.
It is one self contained file. No plugin, no database, no monthly platform fee. It drops into any website and feeds the sales pipeline rather than replacing it. Send me a spreadsheet of product features and I build one for any range.
Try it yourself
- A live finder built on a real catalogue of over a hundred products, fully working
- See the live product finder demo →
Your turn
Got a bottleneck that looks like one of these?
If you have a CRM, a mailbox and a sales cycle that needs disciplined work, or a manual process eating your team's week, that is exactly what I build. Tell me what is slowing you down.
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