Recent Projects
Training Academy
Learning academy portal
Assessments & certificates
Onboarding & email workflows
Automated enrollment
Member journeys
Payment gateway
Retreat Booking System
Booking and guest system
Full CRM system
Operational processes
Automations & workflows
Payments & invoices
Guest communications
Operational Infrastructure
Website & service structure
Operational processes
Onboarding & workflows
Training documents & supporting materials
Webinar support
Google & Meta Ads
Keyword research
Google ad campaign set up
Meta ad campaigns
Automations & workflows
39.3x ROAS
Comprehensive reporting
Operational Infrastructure
Multi pillar CRM system
Operational processes
Onboarding & workflows
Client automated journeys
Social Media & Campaigns
Governance Frameworks
Environmental Initiatives & Business Growth
Project & programme delivery
Stakeholder & partnership coordination
Volunteer engagement & community campaigns
Funding, governance & reporting
Operational systems & process improvement
Behaviour change & public engagement
Operational Systems and Growth Infrastructure
Built the operational systems and CRM infrastructure for a growing multi-service financial planning business.
Life Is Too Short Limited
Organisation: Life Is Too Short Limited
Engagement: Ongoing operational leadership and systems development
Service: Business operations, CRM architecture, automation and platform implementation
Challenge
Life Is Too Short launched as a new protection planning business with no existing systems, processes or infrastructure in place. As the business expanded into multiple service areas and began onboarding self-employed advisers, it needed a scalable operational platform capable of supporting growth, compliance and client delivery.
What I delivered
I designed and implemented a complete operational system using mainly GHL, building the business infrastructure from the ground up.
This included:
• Multi-account CRM architecture across Wills, mortgages and insurance
• Adviser-specific sub-accounts with controlled access and data separation
• Automated client journeys, communications and task management
• Booking systems, payment processing and document workflows
• Websites, landing pages and lead capture systems
• Reporting, tracking and operational processes to support growth
The platform was designed not only for launch, but to accommodate future advisers, services and increased client volumes without requiring a rebuild.
Outcome
Life Is Too Short has grown from a single service offering into a multi-pillar business operating across Wills, mortgages and insurance, all within the same operational ecosystem.
The business now benefits from automated client journeys, integrated payments, centralised reporting and a scalable infrastructure that supports both advisers and leadership. New services and advisers can be added within the existing framework, allowing growth without operational disruption.
Systems and Advertising
Managed Google Ads campaigns generating a sustained 39.3x return on ad spend.
Advertising delivery with measurable return
Organisation: UK service business (confidential)
Engagement: Retained advertising delivery
Service: Google advertising management
Challenge
I was engaged to manage Google and Meta advertising as a standalone service, with a clear focus on performance, tracking and return on investment.
What I delivered
I set up and manage ad campaigns, including conversion tracking and reporting to ensure performance is being measured accurately. Campaigns are structured and refined over time to improve efficiency and attribution. The work is delivered on a defined, ongoing basis, separate from wider operational or marketing support.
Outcome
The campaigns consistently deliver a very strong return on investment, generating over £150 in tracked revenue for every £1 spent on advertising. Performance is monitored and reported transparently, with ongoing optimisation to maintain results.
Retained Operations
Delivered a retained environmental programme coordinating campaigns, partnerships and funded initiatives across Cornwall.
Programme and campaign delivery, Clean Cornwall
Organisation: Clean Cornwall (hosted by CRCC)
Engagement: Contracted and employed role
Role: Project Lead. I lead delivery across the programme under the CRCC umbrella.
The context
Following the successful delivery of the commissioned rural transport project, I was asked to remain on in a retained capacity to lead Clean Cornwall and deliver its growing programme of environmental and community initiatives.
What I do
I coordinate and deliver multiple concurrent campaigns and workstreams, including:
Access for All, focused on inclusive environmental events and participation
The Blue Litter Project, supporting the collection and mapping of marine and coastal waste and plastic pollution.
Pubs as Hubs, working with local venues to support environmental awareness.
Planning and delivery of a Network Summit, bringing together councils, partners and volunteer groups
My role involves operational coordination, stakeholder management, campaign delivery, reporting and maintaining clear delivery structures to support consistent work over time.
Outcome
Clean Cornwall operates with clear delivery processes, coordinated partnerships and an evidence-led approach to campaigning. The retained arrangement provides continuity, accountability and momentum across multiple initiatives, without reliance on ad hoc support.
Commissioned Project
Led a commissioned transport research project from consultation through to evidence-based recommendations.
Rural transport research programme
Organisation: Cornwall Rural Community Charity (CRCC)
Engagement: Fixed-term contract
Role: Rural Transport Enabler
Challenge
CRCC commissioned a fixed-term piece of work to build a robust evidence base on rural transport challenges in West Penwith, to support future decision-making and the development of practical solutions.
What I delivered
I designed and delivered a large-scale community consultation, surveying over 1,000 residents to gather detailed insight into transport access, connectivity and barriers faced by rural communities. I analysed the data and produced a comprehensive written report, setting out findings, themes and implications.
The findings were presented at a multi-agency stakeholder roundtable, bringing together local authorities, community organisations and delivery partners.
Outcome
The report now forms part of a live evidence base being used to explore and develop solutions to a recognised rural transport issue. The work was delivered to a defined scope, within a fixed timeframe, with clear outputs and handover at completion.
The Perfect Plan for Your Growing Business
Choosing the right plan is crucial for your business growth. I offer tailored plans that fit your current needs and scale with your ambitions. Whether you're just starting out, or need help beat the plate spinning overwhelm, I have a solution designed for you.
Monthly Retainer Services
Ongoing support and mentorship tailored to your business needs.
from
£320/mo
CRM Management
Continuous Platform Management
Growth Strategy Updates
Mentorship & Training
Wraparound Support
Digital Design
Social Media Marketing
Online Business Management
Digital Platform Management
Funnel Building
Canva Templates
Document Design and Creation
Social Media Marketing
One-Off Service
A complete overhaul to simplify and enhance your online business
Book a call for your
Bespoke Service
Full Online Presence Audit
Custom Simplification Strategy
Platform Integration & Optimisation
Marketing Funnel Strategy and Build
Training & Empowerment
Full Build Out Service
A premium, high-touch service for building the online infrastructure your business needs
Book a call for your
Bespoke Service
Custom Websites
Funnel Creation
Email Systems
Automations & Workflows
Platform Specialisation
CRM development
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