Top Digital Skills

Examples of the Work

Does any of this sound like your week?

Real fixes from real operations, from a quick win to a core system. Find the one that sounds familiar, and see what you could have instead.

At a Glance

Example
Quick win
Failed Payments Filed Where Sales Can See Them

Every failed payment lands on the right customer record in HubSpot.

Hours back
Customer Data Integration, Now One Command

A daily download-and-upload chore for over 100 customers, now automatic.

Visibility
Customer Onboarding at a Glance

New customers who stall show up with their next step beside them.

New service
Self-Serve Client Reporting Dashboard

Pick a client, get a ready-to-send results report. No analyst needed.

Revenue recovered
A Sales Board for Time-Limited Inventory

Open weeks get sold before they start, not given away.

Team capacity
Order-Exception Automation for a BC B2B Marketplace

Every declined or rejected order arrives researched and ready to send.

One source of truth
HubSpot CRM Data Sync

Data silos gone. Your whole team works from the same numbers.

Quick winFinance

Failed Payments Filed Where Sales Can See Them

Does your sales team find out about a customer’s payment problems after they’ve already called them?

  • A payment fails, someone closes the ticket, and the information disappears.
  • Next month, nobody can say which customers keep having trouble.

Running live alongside their ticket automation.

Built for a BC B2B marketplace as a small add-on to an automation they already had. Its building blocks now power their other ticket automations.

What you could have

Every failed payment filed on the right customer record automatically, so whoever picks up the phone already knows.

What it opens up

  • Better calls. Your team walks in with the full picture, not a surprise.
  • Patterns you can act on. See which customers keep running into trouble, before they leave.
  • A foundation. The same building blocks can file any other ticket type later.
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Hours backOperations

Customer Data Integration, Now One Command

Is someone on your team logging into one system, downloading a file and uploading it somewhere else, every day?

  • It takes a few minutes each time, but it adds up to hours.
  • It started as a favour, and now no one can stop doing it.

4+ hours a day back, and a new paid service.

Built for a BC B2B marketplace. Over 100 customers and growing daily, all run from one command.

What you could have

The whole routine running as one command, and the hours back.

What it opens up

  • Your person back. What could the person doing this be doing instead? Selling, serving customers, fixing the next problem?
  • A service you can charge for. The favour becomes something you offer every customer.
  • Fewer mistakes. No copy-paste means no copy-paste errors and no missed customers.
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VisibilityCustomer service

Customer Onboarding at a Glance

Do new customers sign up, then go quiet, and you only notice weeks later?

  • Onboarding has many steps across several systems.
  • Working out who is stuck, and where, means digging through each one.

Live, covering both sides of their customer base.

Built for a BC B2B marketplace. Their team sees every stalled customer on one screen and updates the CRM with one click.

What you could have

One screen showing every new customer, where they are stuck, and the next step to take.

What it opens up

  • More customers get going. Stalls get spotted while there is still time to help.
  • No retyping. One click keeps the CRM current.
  • A map of what to automate next. Once every step is visible, the repetitive ones stand out.
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New serviceSales

Self-Serve Client Reporting Dashboard

When a client asks “how is it going?”, is the honest answer “let me get back to you”?

  • The data is already being collected.
  • Turning it into a report means someone querying it by hand, so it rarely happens.

Reports in seconds, for every client.

A self-serve reporting dashboard built for a B2B marketplace’s account managers.

What you could have

A dashboard on top of the data you already have: pick a client, get a formatted report to paste into an email.

What it opens up

  • Every client gets reporting. Not just the ones who ask loudest.
  • Built to be read. The format clients use, not the one that looks impressive.
  • An easier renewal conversation. Clients who can see results find it easier to stay.
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Revenue recoveredSales

A Sales Board for Time-Limited Inventory

Do you sell something with an expiry date, like appointments, seats or slots, and end up giving some away because nobody noticed in time?

  • What’s open, what’s on hold and what’s sold all lives in a spreadsheet.
  • By the time someone spots a gap, it’s too late to sell it.

Open weeks now sell before they start.

Built for a marketplace selling weekly placements. The working board then became the blueprint for the platform’s own developers.

What you could have

One board that shows what needs selling now, while there’s still time.

What it opens up

  • Revenue you were giving away. Open slots get sold, not filled with freebies.
  • A real test before a real build. Try a new product idea with your actual team and customers, at a quality a spreadsheet can’t give you, before you pay developers.
  • How many ideas are on your “we should try that” list? Each one can be tested this way.
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Team capacityCustomer service

Order-Exception Automation for a BC B2B Marketplace

Does your team do the same research every time a certain kind of problem email comes in?

  • Open the attachment, look up each order and product, work out who to tell, write the reply.
  • The trickier cases wait, because no one has time to chase them.

900+ tickets researched and drafted since March.

97% of card declines and over 80% of rejected products now arrive ready to review. An estimated 125–200 hours of lookup and reply-writing taken off the team.

What you could have

Every case arrives researched, linked to the right records and drafted. A person reviews it and hits send.

What it opens up

  • Your team on judgment, not lookups. The routine part is done before they open it.
  • A service you never had time for. Like following up with the supplier, so customers get a clear answer.
  • Still a human in charge. Nothing goes out without someone checking it.
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One source of truthSales & marketing

HubSpot CRM Data Sync

How often does someone on your team say “let me pull the latest numbers for you”?

  • Your customer data lives in one system and your sales team works in another.
  • Keeping them in step means a manual export every week or two.

Their CRM now updates itself every night.

From a B2B marketplace’s main database into HubSpot, replacing a manual export every week or two.

What you could have

Your CRM updates itself every night.

What it opens up

  • One version of the truth. Sales, marketing and service all see the same customer.
  • Nothing overwritten by mistake. Only records that actually changed get touched.
  • No more waiting on a spreadsheet. Your team answers its own questions.
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