Case study · Implementation · Coaching Without Borders
One form in, four systems set up, in about ninety seconds.
After the strategy review we built the automations that take the manual work out of Coaching Without Borders' finance, reporting and project set-up. All of it went live in June and July 2026, with a handover pack for each.
4
systems set up from one form
90 sec
for a new project to appear
2 to 3 min
to refresh the cash flow
What we built
- Cash flow: transactions read from the accounting system into a private dashboard, updated in two to three minutes
- Survey reporting: responses filed automatically, and a finished slide report generated with the statistics and the analysis
- New projects: one form sets up the project in four systems
- Sales to delivery: one form converts a won project and archives the original
- A start-here page, operator guide and walkthrough films for each
“He grasped our challenge immediately and solved it in a way that was really innovative and quick, and above and beyond the call of duty.”
