General information only, not financial product advice. No brokerage or AFSL-regulated services.
Case studies

Selected transformations.

Anonymised and indicative. Real names, references, and detailed write-ups available on request under mutual NDA.

Plumbing · NSW

+212% quote-to-job conversion in 4 months

The largest gain came from automated quote follow-up, the system simply chased every quote the team had been letting slip.

+212%
Quote-to-job conversion
22 hrs/wk
Returned to the owner
+47%
Monthly revenue in 4 months
Before

1990s brochure website. Owner taking quotes from a notes app at lunch. Follow-up happened if-and-when. After-hours leads disappeared. Same-day quote response rate: 28%.

After

New conversion-focused site. AI chat for after-hours. CRM with automated quote follow-up (24h SMS, 72h call, 7-day final). Same-day quote response rate: 96%.

Electrical · QLD

Doubled monthly bookings without doubling ad spend

Same money in. More than twice the work out. Speed-to-lead and a clear, mobile-first booking flow did the heavy lifting.

2.1×
Monthly booked jobs
−87%
Lead response time
0
Increase in ad spend
Before

Decent existing ad campaigns but a slow, generic website. Leads landed and bounced. Lead-to-call response time: ~3.5 hours. 40% of after-hours leads never received a callback.

After

Rebuilt landing experience. Missed-call SMS auto-response wired in. AI assistant handling after-hours qualifying & booking. Average response time: 4 minutes.

Commercial Cleaning · VIC

Replaced 3 part-time admins with one system

The dashboards exposed two unprofitable contract types that the owner had been carrying for years. Repricing those alone paid back the system.

−3 FTE
Internal admin headcount
+9 pts
Net margin
<50 hrs
Owner working week
Before

Owner-operator with three part-time admin staff fielding bookings, invoices, scheduling. Spreadsheets everywhere. No view of margin by job type. Owner working 70+ hour weeks.

After

CRM + dashboards + outsourced execution team. Admin work consolidated, automated where possible, run by our team where not. Margin-by-job visibility unlocked pricing changes.

HVAC · SA

Booked Q3 in full by end of Q2

Reviews compound. Once the review engine was running, organic enquiries doubled inside a quarter without any extra ad spend.

5.0
Average Google rating
+340%
Google reviews in 6 mo
12 wks
Forward pipeline coverage
Before

Strong word-of-mouth but no system to capture or convert online interest. Reviews scattered across Google, Facebook, paper feedback forms.

After

Centralised reviews engine (automated post-job SMS request). Modern site with same-day-booking flow. Lead capture tied to local-SEO content.

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Toulios Advisory GroupToulios Advisory Group

A senior Australian advisory firm. We help established operators grow across financials, sales, operations and systems, and install the systems that keep the growth running.

Toulios Advisory Group is a trading name of Toulios Wealth Management Pty Ltd, Australia.

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