Work

Real systems, real results.

Every engagement listed here is a system running in production — not a proof of concept, not a pilot. Measurable outcomes, British English, no hype.

Case study — 01
Commercial kitchen extraction Field services Multi-site

Fan Rescue

Fan Rescue is a commercial kitchen extraction specialist operating across multiple sites in the UK. Before working with Campbell Consultancy, the business was running its entire sales and operations workflow on WhatsApp messages, manual PDF quotes and spreadsheets with no central tracking.

The situation

Quotes were being produced manually — engineers writing up site surveys by hand, office staff transcribing into PDF templates, proposals sent with no tracking or follow-up visibility. New client onboarding had no consistent process. Financial reporting relied on the finance director manually pulling data from disconnected sources. Xero was underused and poorly configured. There was no CRM — deals lived in WhatsApp threads and people's heads.

What we built

  • Full CRM in Monday.com — pipeline stages, deal tracking, client history and engineer notes in one place
  • Automated proposal generator — survey data entered once, branded PDF produced and sent automatically
  • Digital signature workflow — proposals signed electronically, status updated in Monday.com on completion
  • Xero setup and optimisation — chart of accounts restructured, invoicing connected to Monday.com deal closure
  • New client onboarding flow — contract, compliance docs and site information captured through a single automated sequence

Outcomes

30+
Hours saved per week across the finance director and owners
£250k
Revenue processed through the new system in the first 8 months
Automated
Proposal generation, e-signing and client onboarding end to end
Zero
Manual data re-entry between CRM, proposals and Xero

Stack used

Monday.com Make.com Xero PDF generation DocuSign

Fan Rescue engaged Campbell Consultancy as an external consultant. Results and figures have been shared with client approval.

More case studies

Further case studies in progress.

We're currently documenting engagements across hospitality, recruitment and field services. If you'd like to speak to a client directly, mention it on your discovery call and we'll arrange an introduction.

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