Case Studies
"We can't solve problems by using the same kind of thinking we used when we created them." ~ Albert Einstein
Case Studies
"We can't solve problems by using the same kind of thinking we used when we created them." ~ Albert Einstein
Case Study: Commercial PROPERTY MANAGEMENT
CRM Customisation & Automation
Bridger Bell is a commercial and residential property management company. Their in-house CRM was clunky, disorganised and needed a serious re-think.
During the Discovery Phase, Bridger Bell's processes were analysed to pinpoint areas for improvement. The Implementation Phase saw the deployment of a fully customised CRM (HubSpot), integrated seamlessly with Google Workspace and their WordPress website. Online training sessions equipped the team with the necessary skills, leading to streamlined workflows and enhanced efficiency.
Discovery Phase
Spending time understanding Bridger Bell's existing processes and workflows allowed us to make informed and appropriate recommendations based on their requirements.
Together we mapped out several of their critical sales and marketing processes to identify opportunities for customisation, streamlining and automation.
Implementation Phase
During the implementation phase, we were able to fully customise a their HubSpot CRM to meet their needs for:
Contact Management
Lead Management
Property Management
Reporting / Dashboards
We used the available CRM automations and Make.com to save valuable time doing manual repetitive tasks, such as email reminders, Google Drive folder creation and document generation.
We also set up Google Workspace for the business to provide a cost effective cloud storage solution.
We worked closely with an external web agency to integrate Bridger Bells website with their CRM. Allowing the property data held in their CRM to act as a database of property listings, allowing Bridger Bell to apply their own real time updates straight from their CRM to their website.
The Bridger Bell sales & marketing team can access their CRM in the office and on the road giving them flexibility to update anywhere in the world on any device.
Roll-out and Training Phase
To help the team get up to speed with their new system we provided online training session for the team manager as well as recorded videos delivered via our training platform for the wider team to access. This training was fundamental to the success of the project going forward.
Key Results
- Implemented a fully customised HubSpot CRM to streamline contact, lead, and property management.
- Automated repetitive tasks such as email reminders, Google Drive folder creation, and document generation using CRM automations and Make.com.
- Integrated the CRM with Bridger Bell’s WordPress website, enabling real-time updates to property listings.
- Enhanced team flexibility with a cloud-based CRM accessible globally on any device.
- Delivered comprehensive training through live sessions and recorded videos, ensuring team proficiency and long-term success.
- Achieved significant improvements in workflow efficiency, data organisation, and operational scalability.
Key Deliverables
Workflow mapping & documentation
HubSpot CRM customisation
HubSpot Pipeline customisation
HubSpot workflow automation
HubSpot API integration
HubSpot training & support
TESTIMONIAL
“everything streamlined”
Every step of the journey was methodical, exciting, informative & entertaining at times. The new workflows Super Developments have implemented mean less admin time for us and making everything streamlined.
SALLYANN HOLLEY
Bridger Bell Commercial
Case Study: Serviced Accommodation business
Workflow Automation: Guest SMS COMMUNICATION
Our client operates 16 serviced accommodation guest house properties in Cornwall UK. These properties have over 100 rooms with guests checking in every day.
Guests were sent self check-in instructions (door entry codes etc) by email. However this proved to be unreliable especially when booked via OTAs (eg/ Booking.com, Airbnb, Expedia) and resulted in guests being unable to access the property leading to complaints, refunds and lost revenue.
To solve this problem our client needed a reliable automated SMS solution to send self check-in instructions to guests.
Discovery Phase
Understanding our client's existing workflows and systems (Beds24 and OTAs) allowed us to make informed and appropriate recommendations based on the
requirements.
Working with the business owner together we mapped out the guest journey and identified points where SMS communication was required eg/ initial booking, 3 days before a stay, 24 hours before a stay, during the stay and after their stay.
Calculating the number of guests and number of SMS messages (ie/ cost per segment) allowed us to recommend the most cost effective SMS platform for my client.
Implementation Phase
To implement an SMS guest workflow solution, we integrated Beds24, Make.com and Twilio.
Beds24 provides the ability to send webhook data using "Auto-Actions" which run against each booking in the system. This allowed us to create several Auto-Actions to trigger throughout the booking lifecycle, sending data to Make.com.
Make.com allowed us to validate phone numbers and format the data ready for sending as an SMS message via Twilio.
Finally, we implemented Front.com the customer service platform to act as a guest SMS inbox for the customer service team. This allows the team to collaborate and respond to inbound SMS queries in a timely fashion using the built-in knowledge base, AI and chat functionality.
Monitoring and Reporting
By providing our client's team with video instructions and email notifications they are able to monitor, report and troubleshoot any SMS issues that arise.
Key Results
94% SMS deliverability success.
Reduced refunds due to guests unable to access the property.
Guest query reply time reduced by an average of 8 hours.
Key Deliverables
Workflow mapping & documentation
Workflow automation
Make.com scenario development
Twilio API integration
Beds24 API integration
Front.com configuration and Integration
Training & support
TESTIMONIAL
“THEY CAN build & automate anything.”
They bring a unique perspective and skill set to the table. Their ability to build and automate anything, from tasks and workflows to apps and systems, has significantly contributed to our success.
Mark FERnihough
Prosper Serviced Accommodation
Case Study: MOT Training and assessment business
CRM CONSULTANCY & IMPLEMENTATION
Develop Automotive is an IMI-approved training and assessment business specialising in MOT Tester, MOT Manager and MOT Annual Refresher Training.
They also provide IMI Light Vehicle Inspection Technician qualifications, third-party quality control checks, and MOT site assessments.
Before our engagement our client relied heavily on paper-based processes, resulting in inefficiencies and difficulty managing leads, customers, and workflows such as lead qualification, follow-up, and course delivery. They also faced challenges with fragmented systems, manual data handling, and a lack of automation, making it harder to scale their business effectively.
Our Solution
A phased approach was implemented to address these challenges:
Discovery: Scoping sessions to map processes, identify automation opportunities, and create a streamlined approach.
Implementation: A customised HubSpot CRM solution with tailored fields, layouts, and pipelines for lead qualification, contact management, and opportunity tracking. Integration with Google Workspace improved email and file management.
Training: Bespoke training, including videos and live sessions, ensured the team could confidently use the new system.
Support: Ongoing assistance with 1:1 support and email guidance,
empowered Develop Automotive to maintain and refine their systems.
Key Results
The implementation transformed Develop Automotive’s operations, moving from "paper-based chaos to clarity." A systemised approach has allowed the business to scale efficiently while saving time through automation. Client feedback highlighted the ease of use, improved lead management, and enhanced team collaboration, setting the stage for sustainable growth.
Key Deliverables
Workflow mapping & documentation
HubSpot workflow automation
HubSpot CRM customisation and implementation
HubSpot Pipeline customisation
Google Workspace configuration and integration
Training & support
Case Study: HOUSEKEEPING BUSINESS
Workflow Automation: Housekeeping OPERATIONS
Our client's Housekeeping team works across multiple properties, with 100+ rooms in different geographical locations. Figuring out their daily housekeeping tasks was a manual process of compiling a list of rooms to clean, prepare for arrivals and linen changes. This was leading to human error, missed room cleans, unhappy guests and ultimately lost revenue.
After researching "out of the box" housekeeping apps available on the market, we found none had good integration support for Beds24 (the client's property channel manager software).
Instead we helped automated this time consuming process by integrating Beds24 with Airtable using Make.com.
Using Beds24's "Auto Actions" (aka webhooks) combined with Make.com all housekeeping tasks are added to an Airtable Base with instructions, assignees and due dates.
The Housekeeping team no longer need to manually work out which rooms to clean each day, they simply complete the tasks assigned to them in a custom Airtable interface. All done on their smartphones.
Key Results
Cleaners can easily report damage and upload photos
Managers can track team performance
Guest's can automatically be offered early check-in via an SMS notification
Key Deliverables
Workflow mapping & documentation
Workflow automation
Make.com scenario development
Asana configuration
Beds24 configuration
Training & support
Case Study: Commercial property developer
CRM pipelines & Reporting
Bey-Perrin is a respected property development company based in East Anglia, specialising in the repurposing of industrial spaces. Renowned for their innovative approach and high-quality projects, they collaborate closely with commercial estate agents and property vendors to identify and transform underutilised spaces into thriving developments.
Bey-Perrin faced challenges in streamlining workflows across key business functions, including building relationships with estate agents, managing direct-to-vendor deals, and overseeing project management processes. Additionally, they lacked a robust reporting system to analyse long-term property trends and track key performance indicators (KPIs) such as offer success rates and lead source performance.
Our Solution
To address these challenges, a tailored system was implemented to optimise workflows and improve reporting capabilities:
Estate Agent Nurturing Workflow: Developed email and SMS templates, follow-up reminders, and a structured process to strengthen relationships with commercial estate agents.
Deal "Stalking" Workflow: Created stages for Direct-to-Vendor Letter campaigns, deal analysis, offer submissions, and negotiation, ensuring opportunities were managed effectively.
Project Management Workflow: Designed a clear process with stages for Detailed Due Diligence, Formal Offer, Legals, Handover, and Marketing, ensuring projects progressed efficiently from acquisition to delivery.
Reporting: Built customised reports to track long-term property trends and monthly KPIs, including offer success rates and lead source analysis, enabling data-driven decision-making.
Key Results
The new workflows transformed Bey-Perrin’s operations, improving efficiency and collaboration. The Estate Agent Nurturing Workflow strengthened relationships and boosted lead generation. The Deal "Stalking" Workflow streamlined deal management, while the Project Management Workflow ensured projects stayed on track and on schedule.
Enhanced reporting capabilities provided valuable insights, helping the company make informed, strategic decisions. This system equipped Bey-Perrin with the tools needed to scale their business and continue delivering exceptional property transformations.
Key Deliverables
Workflow mapping & documentation
HubSpot CRM customisation and implementation
HubSpot workflow automation
HubSpot report & dashboard customisation
HubSpot pipeline customisation
Google Workspace configuration and integration
Training & support
Case Study: commercial property developer
investor Lead Generation & Nurturing
Our client is a commercial property developer specialising in helping investors build successful "hands-off" property portfolios in the South West of England. By offering tailored services, they empower investors to grow their portfolios with minimal involvement, ensuring efficiency and success.
The client faced challenges in generating and nurturing investor leads effectively. Their existing approach relied on multiple disconnected software systems, including Insightly CRM, MailChimp, Calendly, and WordPress, which failed to deliver cohesive and efficient lead generation and nurturing workflows. They needed a streamlined solution to manage lead generation, communication, meeting scheduling, and follow-up processes.
Our Solution
To address these challenges, the project began with a Discovery Phase, where the client’s investor avatar and lead workflows were mapped out. After assessing the limitations of their existing systems, it was decided to implement FG Funnels (GoHighLevel) as an all-in-one solution. This replaced multiple platforms and offered better integration, cost efficiency, and scalability.
During the Implementation Phase, FG Funnels was fully configured to meet the client’s needs, including:
- Setting up a domain name, email, and SMS services.
- Creating workflow automations for lead nurturing and communication.
- Designing funnel pages and a website to capture leads.
- Building calendars for meeting scheduling and pipelines for lead management.
- Developing email templates, email signatures, and integrating with the social media planner for consistent outreach.
Key Results
The implementation of FG Funnels transformed the client’s lead generation and nurturing processes. The new system streamlined operations by consolidating multiple tools into a single platform, saving time and reducing costs.
Automated workflows improved investor lead nurturing with personalised email and SMS communications, while the website and funnel pages boosted lead capture rates. Meeting scheduling became seamless, and follow-ups were automated, ensuring no opportunity was missed.
With an efficient, scalable system in place, the client is now better positioned to support investors in building thriving property portfolios.
Key Deliverables
Workflow mapping
FG Funnels configuration and implementation
FG Funnels workflow automation
FG Funnel calendar configuration
FG Funnel social planner configuration
FG Funnel email / sms template configuration
FG Funnel pipeline customisation
Twilio SMS integration
Training & support
Contact us: [email protected]
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