Real clients · Real systems · Real work

What gets built when the
playbook is followed.

Every claim on this page is verifiable. The clients are real, the systems are live, and the transformations are documented. No made-up numbers. Just what was built and what changed.

Energy · Utilities · B2B

Brightstar Utilities

Derek Broughton · Dundee
System tier 8-person team Live & in daily use
The situation

Brightstar was running on HubSpot plus three or four separate tools — none of them talking to each other, all with separate costs, and none set up properly for the way the business actually operated. Customer fact-finds were still being done on paper. With eight people on the team, information was getting lost, duplicated, and missed.

What was built
  • Entire HubSpot and multi-tool stack replaced with a single consolidated CRM platform
  • Sales pipeline built for their specific customer journey, with automated stage movement
  • Digital fact-find architecture replacing paper records — each customer record searchable, filterable, and comparable across energy suppliers
  • Document signing integrated directly into the CRM workflow
  • Full multi-user setup with roles and permissions for all eight team members
  • Automated notifications, follow-ups, and pipeline alerts
What changed

Eight people now operate from one system, every day. Information that used to live on paper or across disconnected tools is now searchable, sortable, and visible to the whole team in real time. Derek can now see at a glance which energy supplier produced the highest customer satisfaction, which drove the best margins, and which his team should be quoting more often — data he literally couldn't see before.

Derek is a fellow BNI Dundee member. If you'd like a peer reference from a verified existing client, ask Kyle to make the introduction.

Hospitality · Events · B2C

Designer Cocktails

Jonny · Dundee
Lite / System Quiz funnel live 100–150 completions
The situation

Designer Cocktails had a strong brand and a loyal customer base, but no marketing infrastructure to speak of. Every time they wanted to run a campaign, it felt like starting from scratch — designing emails, building lists, figuring out what to measure. There was no system capturing audience interest between events.

What was built
  • A branded quiz funnel — "What cocktail are you?" — built to match the Designer Cocktails brand identity exactly
  • Automatic mailing list capture on every quiz completion — every result shared adds a contact
  • Professionally designed email templates reusable indefinitely — swap the copy and send, no design work needed
  • CRM platform configured with contact segmentation and campaign-ready structure
  • Automated welcome sequence triggered on quiz completion
What changed

Over 100 warm contacts captured through the quiz funnel — people who engaged voluntarily and shared their result. The email templates mean any future campaign can be turned around in an hour rather than a day. The marketing infrastructure that didn't exist before is now in place and ready to scale.

Training · Testing · Compliance

Testing Times

Grant Sheen · Dundee
System tier ISO 9001 / 27001 Full system built
The situation

Testing Times operates in a sector where ISO 9001 and 27001 certification requires every customer interaction, transaction, and service completion to be documented and retrievable on demand for audit. Managing that compliance manually — tracking deposits, logging service completions, maintaining audit trails — was a significant operational burden separate from the actual work of running the business.

What was built
  • Full ISO 9001/27001 compliant CRM architecture — every customer action timestamped and logged automatically
  • Deposit tracking automation: payment taken → logged against customer record instantly
  • Service completion logging: job marked complete → audit entry created, follow-up sequence triggered
  • Automated review requests, referral prompts, and re-engagement sequences post-completion
  • Appointment reminder sequences for all scheduled services
  • Complete audit-ready data structure: every touchpoint exportable and filterable for ISO review
What changed

ISO compliance is no longer extra work on top of running the business — it's a by-product of using the system. Reviews, referrals, and follow-ups happen automatically rather than when the owner remembers. The business is fully audit-ready without anyone having to prepare for it manually.

IT Services · B2B

Rewire IT

Ryan McCabe · Scotland
Bespoke arrangement Anchor client Performance model
The situation

Ryan was an early LeadFlow client — his relationship with the business predates the standard tier structure. He needed a lead generation and CRM foundation for an IT services business, with a model that aligned costs to results rather than a flat retainer.

What was built
  • CRM platform provisioned and configured for IT services pipeline management
  • Lead intake and qualification system built around their specific buyer profile
  • Performance-based billing structure: commission on sales generated via managed ads
  • Ad account setup and ongoing campaign management
The model

Rewire IT operates on a bespoke performance arrangement — a low monthly base with a percentage commission on revenue generated through LeadFlow-managed campaigns. It's the purest version of aligned incentives: if leads don't convert to revenue, LeadFlow doesn't earn from the performance layer.

Want to see what LeadFlow would build for you?

A 20-minute call is all it takes to figure out whether there's a fit and what the build would look like.