Automating Sales Reporting.
Bespoke software to scale a service business — without rebuilding the stack. Freeing teams from admin to focus on what truly matters.
reduction in admin time per visit
saved per advisor per month
project cost targeting 6-figure ROI
Challenge
A professional services business needed sales advisors to compile detailed PDF reports after site visits. The reports were time-consuming, repetitive, error-prone, and had to follow strict formatting based on quotation types.
With so much time spent on admin, the sales team struggled to focus on revenue-generating work.
Our process
Challenge Discovery
We analysed the sales workflow to pinpoint bottlenecks — repetitive reporting and manual data entry were swallowing hours each week. Off-the-shelf tools couldn't meet the strict formatting and data handling requirements.
Lean MVP Approach
We challenged assumptions, stripping requirements back to core value. Then we designed a lean system that automated what mattered most, while integrating seamlessly with existing tools.
Delivery & Impact
We built and deployed a custom tool that dynamically generates fully formatted PDF reports in minutes — automating data handling and removing human error, all without disrupting existing systems.
Outcome
The solution delivered a 75% reduction in admin per visit — saving over 25 hours per advisor per month. Reports are now produced in minutes with near-zero error rate. For under £10k investment, the client expects to generate over £100k in additional revenue. Advisors can now spend time selling, not filling in forms.
Manual reporting: necessary but draining
Generating tailored reports after each sales visit was non-negotiable — but the legacy process was inefficient, repetitive and error-prone. The business couldn't scale without finding a smarter way.
Off-the-shelf tools weren't flexible enough to match the company's requirements. That's where our clean, focused automation came in.
Built for focus.
Built for growth.
Our mission is to remove friction from operations—so people can focus on work that actually drives value. This solution reflects that vision. It’s secure, scalable, and ready to evolve as the business grows.
By questioning every requirement and delivering only what mattered most, we kept the solution clean and high impact. No fluff. Just function.
