01 — Case file  ·  Recruitment agency

Tech and product, as a team.

Website, CRM, automation, and the client and internal apps in between. Delivered as the tech and product function the business didn't yet have.

An early-stage recruitment agency needed the tech and product layers a team their size couldn't yet build. Launched covered the full stack: public surface, CRM, workflow automation, custom apps, and the infrastructure underneath. The business could scale commercially without hiring engineering upfront.

02  —  Brief
Client
Restricted (NDA)
Sector
Recruitment, B2B
Stage
Revenue, scaling
Scope
Ongoing tech and product team
Modules
Web · CRM · Automation · Apps · Infra
Status
Operating
Situation

A fast-growing team with real demand but no commercial tech layer to meet it. The existing CRM was built for recruiters but was old, forced the team to work a specific way, and had no API. That ruled out automation, integrations with the site or marketing, and any custom tooling layered on top. No in-house engineering to fix it.

Brief

Act as the tech and product team. Cover the full stack: public surface, go-to-market systems, custom apps, and infrastructure. The business needed to scale commercially without hiring engineering on day one.

Not doing

Not a plug-and-play stack. Every layer was purpose-built around how this team actually sells, delivers, and tracks the work.

03  —  Engagement

What we built,
and how it came together.

website, SEO, CRM migration, data hub, automation, custom apps, infrastructure.

Phase
00
01
02
03
04
05
06
07
08
09
10
11
12
13+
01
Public surface
02
Commercial infrastructure
03
Custom apps
04
Sales operations
◆  Handover
01  ·  Public surface
Scope

Website, SEO foundation, lead capture, and the conversion path from first visit to qualified enquiry.

Filed
Delivered · in operation
Phase 01
02  ·  Commercial infrastructure
Scope

Selected a modern CRM to replace the legacy one. Tested the fit, tested the API, and migrated their data across. Airtable stood up as the data hub and headless database behind custom tooling and product work. n8n handled the automation wiring it all together.

Filed
Delivered · in operation
Phase 02
03  ·  Custom apps
Scope

Client-facing and internal applications running in purpose-built Docker environments. The interfaces the team actually runs the business through.

Filed
Delivered · in operation
Phase 03
04  ·  Sales operations
◆ MILESTONE
Scope

Internal dashboards for pipeline visibility, team tracking, and rewards. Reporting the founder and sales team actually open.

Filed
Handed over · file closed
Yours to run, without us.
04  —  Outcome

What changed.
Filed, running, still theirs.

The business runs on a commercial and product stack built specifically for it. The legacy CRM is replaced with a modern one chosen to fit how the team actually works. Airtable sits behind the custom tooling as the data hub. Automation connects it to the rest of the stack. Sales has live visibility into pipeline and rewards. Candidates and clients move through surfaces the team owns end to end.

Filed  ·  3 figures on record
1team
Acting as tech and product
7modules
From public surface to infra
0dependency
On in-house engineering
05  —  Client reference
The old CRM told us how to work. The new one works how we do. Everything else got built around it.
Founder  ·  Recruitment agency ·  NDA-anonymised
06  —  Next case
DTC stationery retailer

Custom backend and operations tooling