Scaile Up

What changes, trade by trade

Representative projects, rebuilt from what we set up for our clients. Find your trade, recognize your days.

Electrical contractor

8 employees

Quotes were done in the evening after site work, often a week after the request. Schedules lived on a whiteboard, and the invoice went out whenever someone thought of it, sometimes a month after the job ended.

What we wired up

01

Quotes in 24 h

Structured price library: the client's request, even three photos sent by WhatsApp, becomes a quote draft ready to review.

02

Scheduling and reminders

Interventions grouped by zone, client notified by SMS the day before. Cancelled slots are reassigned automatically.

03

Invoice on completion

Marking the job done triggers the invoice and its reminder cycle. No more unpaid invoices by omission.

  • WhatsApp
  • Google Agenda
  • Qonto
  • Make
Read the full case

What it delivers

  • The quote goes out the day after the request instead of a week later
  • Not a single forgotten invoice after a job
  • Administrative evenings have all but disappeared

6 h of admin work saved per week

Accounting firm

12 people

Every month-start, staff spent hours chasing missing client documents: manual reminders, files received by email, by post, sometimes as photos. Closings ran late because of ten receipts.

What we wired up

01

Automatic document collection

Graduated reminders by email and WhatsApp with a direct upload link. Every received document is filed in the right client folder.

02

Entry pre-assignment

Recurring operations are recognized and pre-assigned. Staff validate instead of typing.

03

Frictionless client onboarding

New client: engagement letter, access, document list and tax calendar go out on their own, in the right order.

  • Pennylane
  • WhatsApp
  • Google Drive
  • Zapier
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What it delivers

  • 8 out of 10 documents arrive without human reminders
  • Monthly closings no longer hang on three lost receipts
  • Staff spend time on advisory, not document chasing

80% of documents collected without intervention

E-commerce shop

5 people

Half of client messages were "where is my order?". Nobody asked for reviews after delivery, and the Monday review was built from three spreadsheets crossed by hand.

What we wired up

01

Support wired to the carrier

Order tracking questions get an immediate answer with the parcel's real status. The team only sees genuine disputes.

02

Post-delivery reviews

Three days after delivery, the satisfied client is invited to leave a review. Unhappy ones are intercepted before going public.

03

Sales and margin dashboard

Sales, margins, returns and ads consolidated nightly. The Monday review reads in ten minutes.

  • Shopify
  • Zendesk
  • Airtable
  • Make
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What it delivers

  • 7 out of 10 tickets handled without human intervention
  • Positive reviews finally come in, disputes are defused in private
  • No more Monday morning spreadsheet crossing

70% of support tickets resolved automatically

Real estate agency

6 people

Portal leads landed in a shared inbox and were called back one or two days later, often too late. Viewings were set by phone, and tenant files arrived incomplete on viewing day.

What we wired up

01

Lead response in 5 minutes

Every portal contact is qualified and immediately receives a personalized reply with bookable viewing slots.

02

Complete tenant file before the viewing

The document list goes out automatically, reminders too. The agent arrives with a verifiable file.

03

Automatic seller updates

Viewing reports and weekly updates sent to owners without anyone writing them.

  • HubSpot
  • Calendly
  • Gmail
  • Make
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What it delivers

  • First contact drops from 48 h to a few minutes
  • Useless viewings drop: files are filtered beforehand
  • Seller mandates renew better thanks to regular updates

First contact in 5 minutes instead of 48 h

Event caterer

15 employees

Quote requests came by phone, email and Instagram, and some got lost. Team briefs went out the night before, and purchasing was done by feel, event by event.

What we wired up

01

Structured briefs and quotes

Every request converges to one brief form. The quote builds from standard offerings and goes out within 24 h.

02

Automatic mission sheets

Event signed: every team member receives their mission sheet on WhatsApp, with times, place and equipment.

03

Purchasing forecast

Quantities computed from the month's signed events. Supplier orders go out grouped.

  • Notion
  • WhatsApp
  • Google Sheets
  • Stripe
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What it delivers

  • No more lost quote requests, response within 24 h
  • The team knows its missions a week ahead
  • Purchases match real events, waste drops

100% of requests handled within 24 h

HVAC maintenance company

20 employees

Contract visit deadlines lived in a spreadsheet only one person could really read. Intervention reports were filled on paper in the truck, and contracts expired without anyone triggering the renewal.

What we wired up

01

Auto-scheduled periodic visits

Each contract generates its maintenance visits in the schedule, spread by zone and technician. Nothing falls through.

02

One-tap intervention report

The technician fills it on their phone, the client gets a clean PDF within the hour, invoicing is triggered.

03

Renewals under control

Alert 90 days before expiry, renewal proposal generated, automatic follow-up if silence.

  • Airtable
  • Google Agenda
  • Qonto
  • n8n
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What it delivers

  • Zero missed contractual visits since setup
  • The report reaches the client same day, the invoice follows
  • Renewals are negotiated on time, never in a rush

0 missed contractual visits

Law firm

5 people

Chasing unpaid fees without damaging the client relationship: nobody wanted the job. Billable time was logged from memory at week's end, engagement letters were drafted one by one, and procedural deadlines lived in three different calendars.

What we wired up

01

Graduated fee reminders

Three tone levels, from courteous nudge to formal notice, triggered by the real due date. The partner approves, no longer drafts.

02

Effortless time capture

Billable time is inferred from the calendar and open files, proposed at day's end. Two minutes to validate instead of reconstructing your week.

03

Standard letters and engagement agreements

Engagement letter, follow-up letter, case summary: generated from the file, on the firm's templates, reviewed before sending.

  • Outlook
  • Microsoft 365
  • Pennylane
  • Make
  • Claude
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What it delivers

  • Fees get collected without awkward conversations or oversights
  • Time capture no longer happens from memory on Friday night
  • No procedural deadline depends on one person's vigilance

12 fewer days in average collection time

Auto repair shop

6 employees

The phone rang non-stop for workshop appointments, often mid-repair. Service and inspection reminders never went out, repair quotes waited until evening, and happy customers never left reviews.

What we wired up

01

Online workshop booking

The customer picks a slot from the workshop's real availability, gets a reminder the day before, and cancellations free the lift automatically.

02

Inspection and service reminders

Every vehicle known to the shop triggers its own due-date reminders: inspection, service, tires. Customers come back without anyone thinking about it.

03

Google reviews at the right moment

After the car is returned, satisfied customers get a review invitation. Unhappy ones are intercepted before they rate.

  • Calendly
  • Brevo
  • Google Agenda
  • Make
  • Google Sheets
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What it delivers

  • Half as many calls at the front desk, the workshop works in peace
  • Customers return for their due dates instead of going to the chain center
  • The Google listing climbs and brings in new local customers

1 in 2 front-desk calls eliminated

Physiotherapy practice

4 practitioners

No-shows punched holes in the schedule: slots lost every week while the waiting list overflowed. The phone desk was saturated at peak hours, and every last-minute cancellation stayed an empty slot for lack of time to call the waiting list.

What we wired up

01

Session reminders that halve no-shows

SMS the day before with one-click confirmation. Patients who can't come free their slot instead of simply not showing up.

02

Automatic waiting list

A cancelled slot is offered automatically to waiting patients, in order. The schedule gap refills itself within minutes.

03

Answers to recurring questions

Hours, documents to bring, reimbursements: the questions that saturated the phone get an instant answer, the desk keeps the real calls.

  • Calendly
  • Brevo
  • Make
  • Google Agenda
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What it delivers

  • Half as many missed appointments from the first month
  • Cancelled slots get refilled instead of lost
  • The phone is available again for patients who need it

2× fewer missed appointments

Restaurant

12 employees

Bookings came in by phone mid-service, Friday-night no-shows cost entire tables, and Google reviews stagnated while the competitor across the street collected them weekly. Social media hadn't seen a post in months for lack of time.

What we wired up

01

Online bookings and reminders

Booking on the room's real availability, instant confirmation, same-day reminder. No-shows drop, the phone quiets down mid-service.

02

Google reviews after the meal

The day after an honored booking, the guest gets a review invitation. Simple, steady, and the rating climbs.

03

Social presence without thinking about it

The daily special and service moments become scheduled posts. The account lives, even in the rush.

  • Google Agenda
  • Brevo
  • Make
  • WhatsApp
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What it delivers

  • Weekend tables fill without monopolizing the phone
  • No-shows are halved thanks to reminders
  • The Google listing becomes a steady source of new guests

3× more Google reviews in three months

Cleaning company

25 employees

The staff schedule was rebuilt by hand every week, and every last-minute absence triggered an hour of calls to find a replacement. Paper timesheets came back crumpled at month's end, and recurring contract invoicing was checked line by line.

What we wired up

01

Scheduling and replacements

Rounds are generated from contracts, and an absence automatically suggests available replacements by sector. One validation and it's settled.

02

Clock-in from the phone

Agents clock in on site from their phone. Hours come back clean, ready for payroll and invoicing, no paper, no re-entry.

03

Recurring invoicing without manual checks

Contracts generate their invoices monthly, adjusted for clocked extra services. Discrepancies are flagged, not hunted.

  • Google Sheets
  • Make
  • Pennylane
  • WhatsApp
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What it delivers

  • The weekly schedule closes in one hour instead of a day
  • Replacements no longer depend on the team leader's address book
  • Monthly invoicing goes out on time, accurate, without paper timesheets

Schedules closed in 1 h instead of a day

Recruitment firm

5 consultants

Sorting hundreds of CVs per role left little time for what keeps the firm alive: talking to candidates and clients. Candidates without news dropped out mid-process, and client reporting was rebuilt the night before every review meeting.

What we wired up

01

Application screening and shortlisting

Every CV is assessed against the role's real criteria, with a readable justification. The consultant receives a shortlist, not a pile.

02

Candidates kept in the loop

Acknowledgment, milestone updates, a well-crafted rejection: every candidate knows where they stand, the firm keeps its reputation.

03

Automatic client reporting

The client receives the real pipeline state weekly: sourced candidates, interviews, shortlist. Without anyone compiling it.

  • LinkedIn
  • Notion
  • Make
  • Claude
  • Brevo
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What it delivers

  • The shortlist ships in 48 h instead of two weeks
  • No more candidates lost to the firm's silence
  • Clients renew, reassured by a follow-up they can see

Shortlist in 48 h instead of 2 weeks

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