Recent automation consultancy engagements include a mid-market £20K project that recovered ~240 hours/month of admin time (4-month payback), a CRM-finance integration that eliminated 12 hours/week of re-keying, and a marketing automation overhaul that improved lead-to-MQL conversion by 35%. Anonymised case studies below.
Case study 1: 400-employee mid-market services firm — £20K engagement
Situation: A 400-employee professional services firm with 12 SaaS tools. The operations team was spending 30% of its time on manual data entry between systems. New hires were taking 8 weeks to onboard because the tooling was scattered.
What we built:
- CRM ↔ finance integration (HubSpot to NetSuite, two-way)
- Custom intake form to project-creation pipeline
- Slack-based status notifications replacing email
- Weekly reporting dashboard pulling from 5 sources
Outcome: Estimated 240 hours/month of admin time recovered across the operations team. Onboarding for new hires reduced from 8 weeks to 4. Project payback at ~4 months.
Case study 2: B2B SaaS, 80 employees — CRM-finance integration
Situation: A B2B SaaS scaleup using HubSpot and Xero with no integration. Finance team was re-keying ~80 deal records a week into Xero, with revenue recognition errors flagged at every quarter-end audit.
What we built:
- Two-way HubSpot ↔ Xero integration with custom field mapping
- Automated invoice creation on deal close
- Revenue recognition automation
- Audit-ready reconciliation report
Outcome: 12 hours/week recovered. Quarter-end audit issues dropped from ~30 to ~3. Project payback at ~3 months.
Case study 3: E-commerce operations — marketing automation overhaul
Situation: A £8M GMV e-commerce business with a marketing team running broadcast email campaigns only. Lead-to-MQL conversion was opaque.
What we built:
- Lead scoring model based on behavioural signals
- Sequenced email + SMS flows for cart abandonment, post-purchase, and re-engagement
- Attribution dashboard from ad platforms through to first purchase
Outcome: Lead-to-MQL conversion +35%. Cart abandonment recovery +18%. Marketing team time on campaign setup reduced by ~50%.
Frequently asked questions
Can I speak to a reference?+
Yes — after a discovery call, we can connect you with a relevant past client. We don't share references publicly out of respect for client confidentiality.
Why are these anonymised?+
Most of our clients prefer to keep automation engagements confidential — they don't want competitors knowing their internal stack and ROI maths. We can name names privately after a discovery call.