Client stories · Back-office automation and website
Monthly invoices drafted in Xero from her timesheet
A coach running a solo practice · Australia · Since August 2026
- 2-way
- calendar sync, with moved sessions caught
- Held
- anything sensitive is never drafted automatically
- 10
- worksheets restyled, three made interactive for clients
The situation
A coach with work arriving from several directions, one calendar and one pair of hands, and a website that had fallen behind the work.
What we did
- A 10-hour audit to map the admin, then the quickest win first: calendar sync.
- Monthly invoices drafted in Xero from her timesheet and calendars, ready for her to approve.
- Session follow-ups with a hold on anything sensitive, so nothing personal is ever drafted automatically.
- Her website rebuilt on her own account, and her client worksheets restyled, three of them made interactive.
What happened
- The first automated monthly invoice came through clean, ready to approve.
- Now on a small monthly plan that alternates maintenance months with build months.
A reply is any reply after the first message, including “no thanks”. No figure here counts booked calls. How we count
More client stories
LinkedIn outreach
536 replies from 6,675 decision makers
A B2B software studio · UK · 7 months
24-32% of connection requests acceptedLinkedIn outreach77% more replies than his own templates
A business coach and mentor · UK · 16 weeks
13.6% replied to messages written for themLinkedIn outreach and events237 replies to event invitations in six weeks, 68% of them positive
A speaker and consultancy selling into HR · UK · 7 weeks
30% of connection requests acceptedStart with the 10-Hour Audit.
£600 for ten hours of my time, billed only for the hours used. You get a map of where your week goes, a costed plan, and one or two automations running by the end. You keep all of it.