Real Projects. Practical Results.
Case Studies
Real examples of systems, CRM and process improvements I’ve delivered.
HubSpot CRM Architecture Redesign
From duplicate Contacts to a scalable Deal-based model.
A growing service business had outgrown a Contact-based HubSpot setup that created duplicate customer records, fragmented histories and increasingly complex reporting.
I redesigned the CRM around one Contact per customer and one Deal per service, then rebuilt the supporting data structure, automation and reporting.
Client Success Handover & Lifecycle Automation
From manual post-sale admin to a structured customer operations process.
A manual handover process across Sales, Client Success and Delivery relied on repeated emails, updates and separate admin.
I created a connected post-sale process using Deals, workflows, forms and internal automation to improve handovers, onboarding and lifecycle management — without requiring Service Hub.
Multi-Segment LinkedIn Outreach, CEO Voice & CRM Handoff
From targeted LinkedIn outreach to qualified sales conversations.
A growing remote staffing business wanted to use its CEO’s LinkedIn network more strategically to reach UK founders and senior decision-makers without making the outreach feel automated or generic.
I built and managed segmented Dripify campaigns, created an AI-assisted CEO voice profile, handled prospect conversations directly from the CEO’s LinkedIn account, and qualified interested leads.
Interested prospects were then moved into HubSpot for structured follow-up until a discovery call was booked, creating a connected process from first contact through to CEO handoff.
Let’s Improve What’s Not Working
If your CRM, workflows or business systems need improving, tell me what’s getting in the way and I’ll help you work out the most practical next step.
Ready to Talk?
Send an enquiry or book a discovery call to discuss what you need help with.