Case studies

How Engagements Take Shape

Client work is confidential, so rather than naming businesses or publishing figures, the examples below show how support is typically scoped. They are illustrative descriptions of scope — not client results. Named case studies will be added here with client permission.

Example scope

Ongoing administrative support for a consultant

A solo consultant spending evenings on inbox, scheduling and document work instead of client delivery.

Scope of support

  • Inbox triage and calendar ownership
  • Client document formatting from a shared template set
  • Meeting notes and action follow-up
  • Written process notes for each recurring task

Example scope

CRM clean-up and follow-up structure

A small service business with duplicated contact records and deals sitting in the pipeline with no next step.

Scope of support

  • Record audit, de-duplication and field standardisation
  • Pipeline stages rebuilt to match how the business actually sells
  • Follow-up reminders and enquiry routing configured
  • A short written CRM procedure for the internal team

Example scope

Website and WordPress maintenance

An organisation with a WordPress site nobody owned — outdated plugins and services missing from the site.

Scope of support

  • Scheduled core, theme and plugin updates with post-update checks
  • New service pages published with descriptive alt text
  • Form and link testing each month
  • A maintenance log shared after every cycle

Example scope

Database administration and monthly reporting

A team rebuilding the same reports by hand each month from spreadsheets that had outgrown their structure.

Scope of support

  • Record structure redesigned with validation rules
  • Import and export routines documented
  • Templated monthly reports and a simple dashboard
  • Access and permission housekeeping

Reliable support. Clear communication. More space to grow.

Contact me for current availability and pricing.