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Digital transformation

Big-company systems, sized for your business.

I spend time with your team, find where work gets stuck and build the fixes: automations, CRM, dashboards, quoting tools and websites, connected to the tools you already pay for. You get a costed Fix List first, so you know exactly what changes and what it costs.

For businesses with around 20 or more staff, in any sector. On site across South Wales, remote across the UK.

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Sound familiar?

  • —Customers aren't in when your team arrives.
  • —Quotes go out and nobody chases them.
  • —Staff retype the same information into different spreadsheets.
  • —You pay lead platforms for customers you should already own.
  • —Nobody can see how the business is doing without asking someone.

What's included

  • —A Fix List audit with shadowing and workshops, on site, remote or both
  • —A map of your customer journey, from first contact to repeat work
  • —A costed Fix List, in priority order
  • —10% off the implementation quote when you go ahead
  • —Fixes built in phases, owned by you
  • —Training for your team, and before-and-after measures

What I build

The problem, and the fix built for it.

The problem

Customers not in when the engineer arrives

The fix

Confirmation and reminder texts with a reschedule link.

The problem

Quotes sent and never chased

The fix

An automatic follow-up sequence and a quote pipeline.

The problem

The same spreadsheet retyped every week

The fix

An automation, or a live dashboard that updates itself.

The problem

Leads bought from platforms and never contacted again

The fix

Cleaned, segmented and re-engaged with the right message.

The Fix List

How a Fix List audit works.

The audit ends with every problem paired with the fix I'll build for it, so you see solutions as well as a diagnosis.

  1. 01

    Discovery call

    Free. We scope the audit by team size, sites and tools, and you choose on site, remote or both.

  2. 02

    The audit

    I shadow your team on real working days and run workshops with owners, office and field staff.

  3. 03

    Your Fix List

    Every problem found, the fix and the cost, ranked as quick wins, the next 90 days and the next 12 months.

  4. 04

    The build

    Fixes delivered in phases, with 10% off the implementation quote when you go ahead.

  5. 05

    Train and hand over

    Your team is shown the new way of working, and everything built is yours.

  6. 06

    Measure and support

    We compare before and after against what the audit found, with support if you want it.

How smaller businesses compete with the big names.

Big firms win on speed, follow-up and polish. The right systems give a smaller team all three.

  • —Reply in minutes with instant responses and automatic follow-up.
  • —Own your customers instead of renting them from lead platforms.
  • —Keep customer data in one place, so you can learn from it and market to it.
  • —Give staff tools that remove the admin, so their time goes on customers.

How it works

  1. 01

    Discovery call

    A free call about your team, sites and tools, to scope the audit.

  2. 02

    Fix List audit

    Shadowing and workshops, on site, remote or both.

  3. 03

    Your Fix List

    Every problem, the fix and the cost, in priority order.

  4. 04

    Build and measure

    Fixes delivered in phases, your team trained, results measured.

Recent work

Transformation project · HVAC

Full digitisation for an HVAC business with a team of 50.

  • —Service bookings rebuilt from the ground up
  • —Automatic reminders in place of manual chasing
  • —Data cleaned up and kept accurate across the business

What the fixes can include.

Build and automate

AutomationsHand the repetitive admin to automations.Dashboards and reportingSee how the business is doing without asking anyone.Quoting toolsAccurate quotes in minutes, not evenings.AI assistantsAn AI assistant that answers like you, at any hour.

Customers and data

CRM and customer journeysEvery customer, from first enquiry to repeat booking, in one place.Data segmentation and enrichmentMake the most of the data you've already paid for.Lead capture and follow-upNever miss an enquiry again.

Get found

WebsitesWebsites built to be found on Google and in AI search.Landing pagesOne page, one offer, one action.B2B and commercial websitesWebsites built for how businesses buy.Meta and Google adsStop renting leads. Run your own.Website supportSupport from the person who built your site.

Questions about digital transformation

  • It depends on the size of your team and how many sites you have. You'll get a fixed scope and price for the audit after the discovery call.

  • Whichever suits you: on site, remote or a mix. On-site audits cover South Wales, and remote audits work across the UK.

  • The audit is quoted after a free discovery call. If you go ahead with the fixes, you get 10% off the implementation quote.

  • No. The Fix List is yours to keep, whoever builds it.

  • Shadowing fits into normal working days, and workshops are booked at times that suit your team.

  • Only where it's worth it. The aim is to get more from the tools and data you already pay for.

  • Yes. Everything is quoted to your business after a short call or brief, so you know the scope and price before anything starts.

Get a quote

Tell me what you need.

A few details is all it takes. You'll get a reply within one working day and a fixed quotation before anything starts.

Enquiry · Your business

1 / 5

What is your business called?

If you're pre-launch, the working name is fine.