- Role
- Design · implementation · automation
- Environment
- Spoko Finanse
- When / where
- 2026 · Poland
Context, decisions & execution
01 / Context
Context
A mortgage and insurance advisory needs both a clear public presence and a reliable route from enquiry to consultation.
02 / Problem
Problem
A website, a booking tool and a CRM can each work while the handoff between them still relies on someone copying information. That handoff was part of the implementation scope.
03 / Approach
Approach
Treat the public interface and the process behind it as one delivery scope. Design the enquiry path together with the booking and operational handoff.
04 / Personal ownership
Personal ownership
Concept, design, the Polish and English site, calculators, consultation booking connected to the CRM, domain and email configuration, and quality assurance.
05 / Execution
Execution
The site became a reusable foundation for later studio work. Related office automation includes refinancing analysis across advisers’ mortgage portfolios and mass client email workflows. The exact internal workflow and client data are not published here.
06 / Evidence and result
Evidence and result
The public site is available to inspect. Booking-to-CRM and advisory automation are documented scope; a quantified conversion, revenue or time-savings result has not been supplied.
07 / Next
Next
Add an anonymised walkthrough of one enquiry moving through the system, plus a measured before-and-after result.
Evidence
Inspect the record.
[ANONYMISED BOOKING → CRM WORKFLOW — RECORDING TO ADD]