Case Studies

Case Studies

Real results from real businesses. Here’s what happens when you fix the systems that are holding you back.

Full booking lifecycle automated

Shared inbox gone. Team runs it day-to-day without support.

The Function Hub

Wedding & Events Entertainment
North Wales

The Function Hub: From shared inbox to automated booking system

PROBLEM

All enquiries landed in a shared Gmail inbox with no pipeline, no ownership, and no follow-up logic. Availability checks with artists were handled manually across email threads. Quotes, invoices, contracts, and pre-event coordination all lived in email. Response times were slow and bookings were being lost.

WHAT WE DID

Built a complete booking operation in GoHighLevel — automated enquiry capture and qualification, a CRM pipeline with stage-based follow-up, availability logic built in Make.com, automated quote and contract generation, and a standardised 8-week pre-event coordination process.

RESULT

The full booking journey from first contact to event day now runs without a shared inbox. Near handover — the non-technical team can operate the system day-to-day without support.

Complete redesign brief delivered and signed off

5 visitor journeys rebuilt. SEO architecture built for 3 target terms.

Indy Climbing Wall

Indoor Climbing Centre
Anglesey, North Wales

Indy Climbing Wall: A website that works for every type of climber

PROBLEM

Years of ad-hoc edits had left the site without clear user journeys. New visitors, regulars, adults, kids, and groups all landed on the same pages with no differentiation. The site was ranking 4th in local search for its most important terms.

WHAT WE DID

Full site audit, UX redesign scoped by visitor type, Figma homepage designed and signed off, complete page structure and copy brief produced, and handover managed to a WordPress developer. SEO strategy built around target keywords: indoor climbing North Wales, kids climbing Anglesey, bouldering Bangor.

RESULT

Redesign brief approved and site structure ready for build. Clear user journeys, improved booking flow, and SEO-ready page architecture across all key sections.

Fee entry: from 3 separate inputs to 1

Workflow mapped across all practice areas. Improvements now underway.

Multi-practice Legal Firm
North Wales

Fixing the workflow before changing the tools

PROBLEM

Reception took notes by hand and retyped them into email. Fee estimates were entered in three separate places with no pull-through. Meeting notes moved from paper to the case management system manually. Information was split across email, Teams, SharePoint, and the case management system — with no single point of truth.

WHAT WE DID

Mapped existing workflows across all practice areas. Identified key friction points and double-handling. Scoped a phased digital operations programme starting with the Private Client team — using their existing tools (Actionstep, Microsoft 365, Copilot) more effectively before introducing anything new.

RESULT

Initial workflow audit complete. Working sessions now underway with key team members to embed targeted improvements. In progress.

5 tools replaced with 1

21 users live from day one. Full workflow from enquiry to invoice.

Loft Conversion Company
North West — 21 Staff

One system instead of five

PROBLEM

Jobs were managed across five separate tools — Google Calendar, YourTradebase, WhatsApp, Xero, and email — with no single source of truth. Every stage of a job required a manual handoff between systems.

WHAT WE DID

Scoped and implemented Commusoft as a single job management system, replacing the full tool stack. Set up user roles for surveyors, fitters, depot managers, and office staff. Imported parts lists, configured proposal templates, and mapped the full job workflow from enquiry to invoice.

RESULT

Commusoft live with all 21 users. Single workflow from enquiry to invoice, replacing five separate tools.

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