CLICK ROAD CASE STUDIES

Better Marketing.
Smarter Systems.
Real Results.

Explore 10 digital marketing, SEO, CRM and automation projects for Australian businesses. The problem, what we changed and the difference it made.

Sam and Erol beside the Supagas logo
THE RESULT

A faster, consistent first response with clear accountability for follow-up. Less manual data entry and fairer lead distribution give the team more time to sell and reduce the risk of enquiries being missed.

01 · CRM & lead automation

Supagas

Every enquiry captured, answered and assigned instantly.

The challenge

Online enquiries needed a reliable path into the CRM and a clear owner in the sales team.

What we did

We connected online enquiries directly to the CRM, automated an instant response to each lead and built a round-robin system to allocate enquiries to individual sales reps.

Physiotherapy care at PhysioZest in Erina
THE RESULT

Within 60 days, PhysioZest reached the revenue target it had set for 12 months. The project also achieved number-one visibility in Google Search, Google Maps and ChatGPT search results.

02 · Website, SEO & AI search

PhysioZest

A 12-month revenue target reached within 60 days.

The challenge

PhysioZest had a clear revenue target for the next 12 months, but fundamental problems across its website were holding the business back.

What we did

We repaired the website foundations and strengthened SEO, creating a clearer path from discovering the clinic to exploring its services and booking an appointment.

Click Road with the Steinbok Distillery team
THE RESULT

Approximately 12 months later, Steinbok recorded its highest sales month, supported by better customer data, stronger follow-up and clearer sales visibility.

03 · CRM & sales automation

Steinbok Distillery

From scattered spreadsheets to a connected sales system.

The challenge

Customer records, sample packs and sales follow-ups were managed across spreadsheets, making opportunities difficult to track.

What we did

We built a custom monday.com CRM, connected sample-pack tracking and logistics, and automated SMS, email and sales-call scheduling with Zapier. AI-assisted prospect research supports more relevant sales conversations.

Click Road at Found HQ
THE RESULT

A quicker enquiry experience, faster routing and a clearer way to prioritise leads—while uncovering opportunities that could otherwise stay hidden in the inbox.

04 · Enquiry conversion & automation

Found HQ

Fewer form questions. More opportunities from every enquiry.

The challenge

A 14-question enquiry form created friction, while buyer enquiries could contain other valuable opportunities.

What we did

We cut the form to five questions and connected Zapier and Rex workflows for immediate team notifications, personalised SMS and buyer triage. The process can also identify potential sellers and property-management opportunities.

Click Road with the TerraQuip team
THE RESULT

A process that could take one to two days can now happen in minutes, with better visibility across inventory, accounting and the sales pipeline.

05 · Quoting & inventory automation

TerraQuip Drilling Equipment

Quotes in minutes instead of one to two days.

The challenge

Quoting meant checking spreadsheets, stock availability and exchange rates, then moving information between systems.

What we did

We built a monday.com workflow connecting inventory, quoting and equipment sales. Zapier handles calculations and data movement, with Xero integration and stock updates when quotes are accepted.

Dundas Sports Club
THE RESULT

A clearer digital customer experience without the cost of an unnecessary complete rebuild, backed by ongoing local search and marketing support.

06 · Website & local marketing

Dundas Sports Club

A better booking journey using the website they already had.

The challenge

The website needed to make barefoot bowls, functions, dining and events easier to discover and book.

What we did

We improved the existing website’s structure, design and booking journey, supported by Google Business Profile management, email marketing, social content and event promotion.

Click Road with Atlantic Plumbing
THE RESULT

Automation extends beyond prebuilt connectors, helping free administrative capacity in a high-volume operation.

07 · AroFlo & API automation

Atlantic Plumbing

Less repetitive admin across more than 10,000 jobs a month.

The challenge

At this volume, small manual tasks across scheduled and reactive jobs added up to a substantial administration workload.

What we did

We worked with AroFlo and built custom API workflows through Zapier to create jobs and tasks, upload files, transfer information, trigger notifications and update job data.

Click Road working with The Key Journal
THE RESULT

The team now has a connected operational environment, with service information flowing towards invoicing without having to recreate the same records manually.

08 · Operations & invoicing

The Key Journal

One connected workflow from onboarding to invoicing.

The challenge

Participant records, facilitators, sessions, reminders and invoicing all needed to work together.

What we did

We built a tailored monday.com operating system with Zapier automation, SMS reminders, session tracking and Xero integration.

Cocktail Class Sydney event team
THE RESULT

A connected system built through our own operating experience, with organic acquisition that does not rely on Google Ads. It has also helped us close deals with billion-dollar brands such as Canva and Stanley.

09 · Our own operating system

Cocktail Class Sydney

Connected bookings and operations. $0 Google Ads spend.

The challenge

Enquiries, quoting, bookings, staff allocation and event delivery needed to scale together.

What we did

We connected monday.com, Zapier and AI-assisted enquiry qualification and quoting with reminders, staff allocation and warehouse run sheets. SEO and Google Business Profile optimisation support organic acquisition.

Sam with Justine from The Book Sitters
THE RESULT

Within approximately four weeks, tracked search visibility had improved substantially against key competitors after repairing the website’s underlying foundation.

10 · Technical SEO & AI search

The Book Sitters

Search visibility improving within approximately four weeks.

The challenge

A previous website rebuild had lost important pages and SEO authority signals.

What we did

We analysed the technical foundation and repaired site architecture, internal linking, on-page optimisation and local relevance, alongside SEO and AI-search improvements.

What could we improve in your business?

Explore SEO and AI search, website design, CRM systems and business process automation, or tell us where you need help.

TALK TO CLICK ROAD

Tell Us What's Slowing the Business Down.

We'll look at the whole journey.
Marketing, website, CRM, monday.com, Zapier, AI and operational workflows.

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Tuggerah NSW 2259 Australia