Every business has different bottlenecks. Here's how we've helped others clear theirs.
A custom steel construction business was managing leads, builds, materials, and invoicing across disconnected spreadsheets and email. Jobs were getting lost, extras weren't being billed, and the owner was spending hours each week on admin.
We built a complete ClickUp-based job management system integrated with Xero, Gmail, and Google Calendar. New leads automatically become jobs, build schedules sync to calendar, extras are tracked and pushed to Xero invoices, and the owner now has a live dashboard showing every job's status at a glance.
A growing bookkeeping firm was spending 2–3 hours per new client just on onboarding admin — emails, folder creation, task setup, and software access. With 10+ new clients per month, it was unsustainable.
We built an automated onboarding workflow: intake form submission triggers folder creation in Drive, task setup in ClickUp, a welcome email sequence, and a Xero contact — all without anyone lifting a finger.
A specialty retail store had no visibility on low-stock items until they'd already run out, and no system for re-engaging customers who hadn't purchased in 60+ days. Both were costing real revenue.
We connected their POS to an automated low-stock alert system and built a customer win-back email sequence that fires automatically based on purchase history — resulting in measurable uplift in repeat purchases within the first 90 days.
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