Case Studies
What we've helped businesses achieve
Real examples of AI tools and automations in action. Each project is different, but these will give you an idea of what's possible.
6 hours saved every week for a London marketing agency
The situation
A 12-person marketing agency was manually creating invoices in Word, saving as PDF, attaching to emails, and tracking who'd been sent what.
What we did
Built a one-click invoice generator connected to their client database. Invoices are created, saved, and drafted in an email ready to send.
The result
6 hours saved per week. That's around 30 working days per year.
"Amazing to think we used to build them manually."
Real-time AI support during client calls for an Edinburgh construction firm
The situation
Sales team were juggling calls while trying to remember product specs, pricing, and company policies. Information was scattered across documents.
What we did
Set up real-time Zoom transcription linked to their sales handbook and product documents. The AI listens and suggests relevant answers during calls.
The result
Faster, more confident calls. Less "I'll get back to you on that."
"We sort of knew about AI, but Nick took us further than we expected. Love it!"
60% fewer routine calls for a London dental practice
The situation
Reception staff spent hours answering calls just to book, reschedule, or confirm appointments. It pulled them away from patients in the practice.
What we did
Implemented an AI phone system that handles appointment booking, sends confirmation emails, and updates the calendar automatically. Staff can listen in if needed.
The result
Routine calls reduced by 60%. Reception can focus on patients, not the phone.
"Wish we'd done it sooner."
From 3 hours to 10 minutes for a Bristol accountancy practice
The situation
Every Friday, a senior accountant spent 3+ hours pulling data from multiple systems and compiling client reports in Excel.
What we did
Automated data extraction and report generation. Reports are now compiled and formatted automatically, ready for review.
The result
3 hours saved every week. Senior staff now spend Fridays on client work instead.
"Friday afternoons used to be a write-off. Not anymore."
5 hours saved every week for a Birmingham PR consultancy
The situation
A 6-person PR firm was posting to LinkedIn, Instagram, and X manually for themselves and three clients. Someone had to log into each platform, copy-paste content, upload images, and hit publish. They often forgot to post or missed optimal times.
What we did
Set up a centralised social media scheduling tool. All posts are now drafted in one place, scheduled across platforms, and published automatically. The team can plan a week's content in one sitting.
The result
5 hours saved per week. Posts go out consistently, at the right times, with no last-minute scrambling.
"Social media finally feels simple."
Automated client follow-ups for a Manchester recruitment firm
The situation
Consultants were forgetting to follow up with candidates and clients. Leads were going cold. Nothing was tracked consistently.
What we did
Built automated email sequences triggered by CRM status changes. Follow-ups happen automatically, with personalisation pulled from client records.
The result
No more leads falling through the cracks. Consultants focus on conversations, not admin.
"It's like having an extra team member who never forgets."
What's the one task you'd love to automate?
Every business has processes that are either time consuming or just not very enjoyable. Book a free call and we can explore how to solve yours.
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