Real projects. Real systems. Real results.

The Problem

Four TechCXO fractional executives each needed a business development engine but had no shared infrastructure. Barry Pincus (fractional CFO, formerly CFO of the New York Yankees and Martha Stewart Living) had no system for prospect lists or outreach. Frank Connolly had contacts scattered across systems. Claus Kinder needed visibility and podcast placements. Jim Gallagher was working 60 to 80 hour weeks with no bandwidth for business development.

What We Did

Set up a shared HighLevel CRM with the subscription cost split four ways. Built out each executive's stack: email and calendar integration, contact imports and tagging (700+ tagged contacts for Frank, 175 to 200 cold lists for Jim), industry-segmented email sequences, LinkedIn campaigns, Apollo-based lead lists, Sales Navigator training, activity dashboards, and weekly check-ins.

What Changed

All four executives moved from scattered contacts to a working shared CRM with segmented lists, outreach campaigns, and accountability dashboards. The engagement ran from June 2025 through 2026, including a documented mid-course correction that strengthened the relationship.

The Problem

Shaun wanted more paid speaking engagements but had no outreach engine. A digital-presence audit found 0% accurate business listings (55 of 57 listing sites missing), only one review source, and no systematic pipeline for bookings.

What We Did

Delivered a 32-hour per month retainer: curated LinkedIn lead lists uploaded to CRM for automated follow-up, two newsletters per month, targeted research on surf-affiliated companies, speaker-application submissions, podcast outreach with tailored pitches, and a 3-email drip sequence for conference organizers.

What Changed

A CRM-backed outreach pipeline, recurring newsletters, and a repeatable application process replaced ad hoc outreach, with weekly check-ins keeping momentum.

The Problem

Kumesh Pillay needed sales leads and appointments. His compliance consultancy had no outbound process for reaching companies due for BEE certificate renewals.

What We Did

Built B2B lead lists from Google Maps and Apollo exports with verified emails, titles, and LinkedIn URLs. Ran cold-calling campaigns with per-call notes capturing decision-makers and follow-up windows. Created a BBBEE Client Profile marketing PDF.

What Changed

The consultancy gained lead lists, a call process, and marketing collateral it did not previously have. 90 calls and 7 emails in week one, 58 calls and 6 emails in week two.

The Problem

During South Africa's load-shedding era, the company needed a lead outreach program to win appointments and service-level agreements, but had no CRM and no outbound process.

What We Did

Built lead lists of roughly 200 targets (casinos, malls, petrol stations, industrial prospects), loaded them into free HubSpot CRM, linked company email for branded sending, and ran 1 to 2 hours per week of logged calls using a local phone line.

What Changed

A working CRM, branded email sending, and an active call program where none existed. Call notes captured market intelligence on existing suppliers and callback windows.

The Problem

CEO Eugene van der Merwe needed outbound B2B sales development to find businesses that buy refurbished equipment, plus professional sales collateral.

What We Did

Built and worked large call lists across car dealerships, schools, call centres, casinos, and fuel stations, using a color-coded disposition system. Sent follow-up info emails and produced a full company profile booklet and product promo graphics.

What Changed

A systematic outbound function with documented per-lead outcomes including info-mail sends and gatekeeper intelligence, plus professional collateral to support the sales process.

The Problem

The company was missing inbound calls, including a post-hurricane demand surge, and losing quote and booking opportunities because nobody was systematically calling back.

What We Did

Called back every missed number, sent follow-up texts when unreachable, logged every attempt with status and notes, escalated hot leads to the internal team, and reported daily totals.

What Changed

Day one: 7 calls, 5 reached, 2 appointments booked. Subsequent days logged 6 attempts with 3 reached and 5 attempts with 2 reached. Several customers confirmed as assisted or signed quotes.

The Problem

Jennifer Hoege needed a marketing engine and consolidated operations. Her aging Wix site carried SEO equity she feared losing, her CRM contacts lacked emails and tags, she had no newsletter list-building, and content needs across blogs, LinkedIn, and Instagram were going unmet.

What We Did

Built a documented Voice Guide, then a marketing strategy: two blogs per month repurposed to LinkedIn, a monthly newsletter, signup forms in HighLevel, a full website rebuild migrating from Wix to GHL, social posts, and a holiday "gift of coaching" campaign with Stripe payment links.

What Changed

December 2025 newsletters: 100% open rates on delivered sends, click rates of 60.9% to 71.4%. Example: "From Pause to Purpose" hit 28 opens and 71.43% clicks.

The Problem

The pipeline was too small: the goal was to triple it. The website had 1,678 SEO issues (87 pages missing meta descriptions), inconsistent content cadence, no lead capture funnels, and undefined ideal client profiles.

What We Did

Ran a four-phase program: full audit of website, socials, newsletter, and CRM with competitive analysis. Marketing engine with 3-4x/week LinkedIn and 3x/week Instagram content plan, biweekly newsletter, an evergreen funnel, cold outreach scripts and SOPs, speaker one-sheet, podcast pitching, and webinars.

What Changed

From no defined ICP or funnels to a documented messaging framework, content and outreach operating system, and a prioritized SEO fix list with a measured baseline (site health 873/1000).

The Problem

Despite a strong pitch (10 hours per week saved, 60 to 80% admin reduction for accounting firms), Ello had no landing page, no funnel, no structured lead qualification, and no consistent social presence.

What We Did

Designed a tiered-pricing IT Assessment landing page campaign (first five free, then R5k, R10k, and R15k tiers) with qualification forms, paid ads strategy across Facebook, LinkedIn, and Google with A/B angles, and a heavy organic social calendar with multiple posts per day.

What Changed

A complete, launchable acquisition system. Sustained weekly invoicing from February to June 2025 totaled R94,787.50, evidencing a substantial ongoing engagement.

The Problem

Owner Veruschka Cahay wanted to monetize a R5,000 DIY "property pack" and convert buyers into full-service listing clients. She had no funnel, landing page, ad campaigns, payment gateway, or lead pipeline.

What We Did

Built the landing page, Facebook ad creative with Meta Business Suite management, a 5-touch email and WhatsApp nurture workflow over five months, and a custom HighLevel CRM pipeline (New Lead through Closed/Won) with tagging and segmentation.

What Changed

A two-sided acquisition model: an info product funnel feeding a nurture pipeline. Tracking metrics were defined (landing page conversions, ad CTR, email engagement) and the system was ready to launch.

The Problem

No functioning online sales channel. Inventory lived only in the physical-store POS, the Wix website had errors and poor UX, no SEO presence, and no paid or organic social strategy.

What We Did

Delivered a 3-month launch plan: Lightspeed Retail-to-eCom integration, product optimization, SEO, website audit and fixes, Facebook ads, and social media at two reels per week plus holiday posts. Also produced sale graphics, consignment materials, and how-to videos.

What Changed

Bricks-only to a live online sales channel with synced inventory, a repaired website, and active paid and organic traffic generation.

The Problem

A wholesale food producer had no meaningful digital presence. It needed social pages, ongoing content, a website, and SEO handled end to end on a small-business budget.

What We Did

Ran full social media management: one post per day, seven days a week, across Facebook, Instagram, LinkedIn, and Google My Business. Authored a keyword-driven strategy with 36 subtopics. Built a responsive 8-page website with monthly SEO and biweekly strategy meetings.

What Changed

From invisible online to a daily multi-channel presence with a new website. Total monthly cost: R3,000 social, R300 website, R200 strategy meetings, plus a R6,000 once-off website build.

The Problem

A reputable family business relying on reputation and an aging Wix site, with no lead capture, no CRM, and no predictable inbound pipeline of booked rentals.

What We Did

Started with social media, blogs, company profile, and spec sheets from 2023. In 2026, scoped a full sales engine: Wix-to-HighLevel migration, CRM and pipeline setup, targeted lead list within 50km radius, monthly email campaigns, cold-call outreach, and phased Google Ads and SEO.

What Changed

Content support evolved into a structured demand-generation system at approximately R5,350/month. ROI framed simply: one or two equipment rentals per month covers the entire system.

The Problem

John Lane needed his web presence rebuilt. His old site required migration to WordPress/10Web, he had no SEO visibility for core terms, no CRM, and content assets were not being leveraged.

What We Did

Full website rebuild and cutover, SEO campaign with alt text and metatags on every page, citation updates, Google Business Profile management, Looker Studio SEO dashboard, two masterclass sales landing pages, CRM setup, and blogs from LinkedIn posts.

What Changed

20+ deliverables shipped, documented in a completed-task ledger. A live SEO reporting dashboard gave ongoing visibility into search performance.

The Problem

A two-partner law firm needed an outsourced back office and marketing arm: invoicing, billing, client relations, engagement letters, document library management, and marketing, plus untangling access across Mailchimp, WordPress, and G-Suite.

What We Did

Long-running admin and marketing support: firm slide deck, blogs and social media, conference support, invoicing and year-end reconciliation, and a legal CRM comparison covering six platforms with pricing, pros and cons.

What Changed

A two-partner firm gained a full back office without hiring staff, sustained for more than two years across admin, finance, and marketing.

The Problem

Klerissa, a neurodivergent founder juggling three-plus brands and roughly 30 staff, struggled with organization, deadlines, and scheduling. She needed an EA and operations person to manage her and bring structure.

What We Did

Delivered a 9-week plan: Google Calendar mastery, ClickUp cleanup with due-date fixes and task delegation, SOP creation, social media strategies with KPI trackers for all three brands, a membership community launch campaign, website updates, and how-to videos.

What Changed

A three-brand operation gained a single documented operating plan: calendar discipline, cleaned task system, SOPs, per-brand content engines, and a launch campaign for the membership community.

The Problem

Overwhelmed by admin and structure. Needed research, calendar management, website help, database cleanup, and light marketing, plus systems to monetize expertise through paid advice calls.

What We Did

Named-VA support across two assistants: personal and business errands, ChatGPT SOP training, article research, Substack newsletter production, a business expense audit that cancelled unused subscriptions, a HighLevel booking system, and weekly accountability tracking.

What Changed

10+ months sustained engagement. Recurring costs cut through expense audit, newsletter gained a repeatable production pipeline, and paid advice calls gained a booking system.

The Problem

Tracy needed lead qualification, inbox triage, prospect prequalification, CRM transition from LessAnnoying to HubSpot, meeting recaps, client kickoff docs, and later newsletter and podcast production.

What We Did

21 months of operations support: HighLevel deliverables, client intake templates, speaker submission templates, small-business grant research covering 25+ US and Michigan grants, and embedded PR support for her nonprofit client i.c.stars.

What Changed

A solo PR educator gained a durable back office for nearly two years, ending with a structured offboarding in November 2025.

The Problem

Coral runs IMHMO plus a second consultancy with heavy cognitive load: scattered digital assets, no operational foundation, and marketing work outpacing her capacity. She needed systemization before scaling, with phases that respect bandwidth.

What We Did

Executed an NDA covering business and personal data. Delivered a brand and voice profile and a phased Scope of Work: operational cleanup, digital asset organization, followed by marketing operations and visibility growth phases.

What Changed

A documented voice profile and a sequenced roadmap matched to actual capacity, replacing an unstructured backlog. Early-phase work was underway at the time of archiving.

The Problem

A solo designer working remotely was missing calls from clients, vendors, and delivery crews. She had no content marketing and needed reception, scheduling, and consistent blog and social output.

What We Did

Built a call-answering service on Vonage with a screening script. Logged every call, tracked billing minutes, wrote SEO blogs, built a social calendar, maintained a Mailchimp database, and handled travel arrangements.

What Changed

Call log documents real handled interactions: live transfers, delivery coordination, vendor screening, BNI applications, and job applicants routed correctly. 37+ minutes handled in the first week.

The Problem

An owner-operator needed his phone answered, customer intake captured, and a marketing presence built while he did repair work. No system existed for logging inquiries or turning calls into tickets.

What We Did

Ran live call-answering via Google Voice with scripted greeting and 8-question intake form. Created contacts and tickets in HubSpot following a step-by-step SOP. Managed Instagram calendar, blogs, newsletter, lead magnets, and appointment booking.

What Changed

A fully documented call-to-ticket workflow as a standing asset, a maintained call summary log, and an active content presence. The owner could focus on repairs while calls were captured.

The Problem

The events company needed high-volume virtual administrative and event support for major events including "Klub" and "Eduweek" without adding permanent headcount.

What We Did

Provided ongoing virtual administration and event admin support at scale under NDA: roughly 108.5 hours in October alone plus additional November hours, with monthly admin reports and full expense and time tracking.

What Changed

Peak event workload absorbed flexibly, approximately R25,000 in monthly virtual admin at peak, documented in monthly reports and invoices.

The Problem

Executive and board meetings, recorded in Afrikaans, were going unminuted. Minutes came out too late, decisions and action items were getting lost, and leadership was debating cash-flow, HR, and IT decisions without a reliable record.

What We Did

Transcribed three long recorded meetings from Afrikaans audio into structured transcripts with speaker attribution, capturing decisions on HR matters, cash-flow planning, stock purchasing, commission restructuring, and IT costs including an app rollout estimated at R2 million.

What Changed

An accurate, attributable record of decisions and action items across three critical meetings, in a language-capable service (Afrikaans audio to structured English documentation).

The Problem

Nedbank's Cape Metro and Cape Inland commercial banking teams needed staff development in referral marketing and strategic networking. Bankers had no structured methodology for growing their client base through prospecting and referral partnerships.

What We Did

Delivered a full corporate training engagement: tailored proposal, a detailed participant training manual and workbook, and facilitated workshops. The 7-hour program covered messaging, vision and mission, the referral process, networking types, presentation skills, behaviour styles, prospecting, and goal setting.

What Changed

Delivered in full: in-person day on 21 February and a two-day online session on 27-28 February 2023, with approximately R23,600 invoiced. 56+ bankers left with a documented referral-marketing methodology and personal workbooks.