Work

Work I’ve done.

Three current engagements with owner-led UK businesses doing £500k to £10m, and 24 years embedded inside UK property through expansion, multiple acquisitions and a sale. Different sectors. The same shape of problem, and the same shape of answer.

Case 01

Property investment: deals, dates and cash in one live system.

Engagement focus Custom operations platform + integrations
The result
Spreadsheets, gone
the whole operation, deals to cash, in one place

The business

A fast-growing UK property investment business: hundreds of units across roughly 30 SPVs, scaling toward 1,000. No operating model connected deal agreement to execution. Information lived in heads, WhatsApp and email, refinance deadlines were tracked mentally, and the cash position was checked by hand across about 30 bank accounts.

What I built

A custom deal-intake app with voice dictation, feeding a custom operations platform built out of automations and workflows that move each deal through its stages and milestones (refinancing, bridging, refinance deadlines). A custom Google Drive integration keeps the documentation interlinked with every property and deal as it progresses. Live cash-position visibility across the SPVs sits on top, and dashboards report off the whole thing. Intake to integration to reporting, one fully fledged system.

What it delivered

  • Deals captured the moment they land, by voice, no spreadsheets, no memory
  • Refinance and key dates tracked automatically, nothing slips
  • Documents linked to each property and deal as it moves, nothing filed by hand
  • The true cash position across ~30 SPVs visible any morning, no manual pull
  • Dashboards reporting across the portfolio off live data
  • The team off chasing data and onto the actual investment work
Case 02

Fire safety: certified job packs, put together automatically.

Engagement focus Field-software build + certificate automation
The result
Compliance builds itself
paying for software and getting nothing, to a full end-to-end process

The business

A UK fire-door installation, remedial and firestopping firm. The owner was paying for field software but getting nothing from it: no forms, no templates, no process. Every job sheet and certificate was produced by hand.

What I built

A full field-software setup from scratch: seven branded job and certificate templates (survey, installation, pre-fab, remedial, firestopping, fire-door inspection certificate, fire risk assessment), fire-door asset tracking so each door is logged and re-inspected, and a certificate library that merges the job form, a branded cover and the matching manufacturer certificates into one pack, behind secure logins. It integrates with the other systems the firm runs for job administration and diary management, with automations that take routine admin off the day. The team work the whole job from a mobile on site, so by the time they are back the pack is certified, ready to go to the client.

What it delivered

  • Every job now produces a branded, compliant pack, not a hand-built form
  • The right manufacturer certificates attach themselves
  • Compliance evidence created as the work happens, not chased after
  • Job administration and diary connected, not re-keyed
  • The team run the whole job from a mobile on site
  • Packs certified by the time they are back, straight to the client
Case 03

Creator business: five tools replaced by one site.

Engagement focus Lightweight build + integration
The result
New income, no new overhead
one site doing the work of five tools

The business

A UK yoga educator with a growing audience, a course library and a shop, each living in a different tool, with bookings and emails held together by hand. Growth was pushing the seams.

What I built

A single connected site running the courses, class bookings, email capture, shop and nurture sequences from one place, with the automations behind them. New revenue lines (subscriptions, live courses, physical products) and a lead funnel launched off the same base. Set up to be found by people and by AI: Google Search Console and Analytics in place, a regular blog schedule, and the on-page work that helps the site surface in search and AI answers. A merchant setup takes payments through the site internationally.

What it delivered

  • Five separate tools collapsed into one connected site
  • Courses, bookings, shop, email and nurture run from one place
  • New revenue lines and a lead funnel launched off the same base, no new overhead
  • Payments taken internationally through the site
  • Set up to surface in search and AI answers (Search Console, Analytics, regular content)
  • The owner off platform-juggling and back to teaching and creating
Case 04 · the deep one

24 years running UK residential property operations at scale.

Engagement focus Embedded operational leadership + systems build
The result
Six figures ahead of budget
in one year, on top of efficiency gains across the operation

The business

Michael Jones, then Lomond after acquisition. Worked through to Regional Property Management Director for the South Coast. Led the post-acquisition integration of multiple agencies, centralised 50-plus staff across regional operations, with large residential portfolios under management. Not advising from the edges, embedded in how the business ran day to day.

What I built

Custom apps, dashboards and automated workflows across the whole lettings and property management operation, replacing paper-based systems and the photograph-the-whiteboard-and-reprint way of running the day. The workflows ran the full tenancy cycle: lead generation, move-ins, tenancy progression, inter-department referrals, maintenance and compliance, with automated SMS and email for reminders, scheduling and cancellations. An inspection system let one administrator run the whole team’s schedule: select up to 500 inspections in one pass, reassign and re-date in bulk, bundle by location on a map, auto-reschedule cancellations and auto-rebook the follow-up. Project-management dashboards reported across it, and as the wider business came together the same workflows joined departments that had run separately. Systems bedded in across every acquisition.

What it delivered

  • Six figures above budget in a single year through operational change
  • 45% lift in operational efficiency, 25% in team efficiency
  • A new division running 23% ahead of budget
  • Inspection admin of 15–25 hours per cycle cut to minutes
  • Compounding gains in voids, rents and retention
  • The operational spine held through every acquisition; AI now multiplies it 2–3×

Named attribution on the current engagements is added as each client signs off. The property chapter is already backed by the two recommendations below.

In their words

The people I did it for.

“He’s very techie-minded and put it to good use, building the dashboards, automations and workflows that kept everything joined up and took hours of manual work off the team. If you want someone who can look at how a business runs and make it work better, I’d recommend him without hesitation.”
Mike Jones
Mike Jones
Former owner of Michael Jones & Company
“I met Sam when we (Lomond) agreed to purchase Michael Jones & Co. He was heading up the central property management functions. I was immediately impressed with how he had structured the department and his knowledge of the various systems was very evident. He clearly knows his stuff when it comes to lettings and management.”
Will Linley
Will Linley
Former Group Managing Director at Lomond

Your business isn’t these businesses.

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