Case study · UK

Becks & Clates

Four systems. One team.
Zero wasted calls.

Becks & Clates had a remote outreach team, active inbound channels and plenty of leads — pointed at the wrong people, answered at the wrong time, invisible to anyone tracking it. We rebuilt the operational layer underneath: who gets called, what gets answered, what gets measured, and who's accountable.

Call queue · re-ranked live

scoring

Weighted: engagement · source · behaviour · recency

  • 4

    systems live

    Scoring, triage, tracking, tasks

  • faster first response

    Figure pending sign-off

  • lift in call-to-conversion

    Figure pending sign-off

  • hours back per week

    Figure pending sign-off

The situation

Not a lead volume problem — a lead direction problem.

Leads were coming in. The team was working. But the marketing spend had no single home, the inbox was a triage bottleneck, SharePoint was where tasks went to be forgotten — and the outreach team was calling through a list with no signal about who was worth calling first.

Rockmount was brought in to change the operational layer. Not the product, not the brand. Just the systems underneath.

The public experience

A confident promise, made clear in the first screen.

The website gives Becks & Clates a direct, high-conviction front door. Visitors immediately understand the commercial promise, the proof behind it and the next action to take. Behind that public experience, the four operational systems make sure new interest reaches the right person with context attached.

Open becksandclates.com
Live Becks and Clates website homepage
01

Immediate proposition

The core offer is understood before a visitor has to hunt for context.

02

Proof-led decisions

Evidence, specificity and a strong guarantee reduce uncertainty around the next step.

03

Connected follow-through

Enquiries enter the scoring and triage layer instead of disappearing into an unmanaged inbox.

01

Lead scoring & call prioritisation

Every inbound lead now moves through a scoring framework before it hits a human. Engagement signals, source quality and behavioural indicators are weighted and ranked in real time — so the first call of the day is always the highest-probability prospect in the list, not just the next name down.

The team didn't change. The list did.

Score anatomy · lead #2841

Priority 1

Ranked above 213 other open leads — surfaced to the call list in 0.4s

02

AI email triage & auto-response

Inbound email was a daily decision tax — every message needed someone to read it, judge it, and decide what to do with it. The triage agent now classifies by intent and urgency: routine queries get an immediate, on-brand response; complex or high-value messages route instantly to the right person.

Nothing missed. No one living in the inbox.

03

Marketing campaign intelligence

Fragmented reporting was replaced with a single performance view across every campaign — traffic sources, conversion paths, CTR, CPL and ROI broken down by channel and creative. Underperformers get flagged; budget follows the evidence.

"What's actually working?" now has an answer before the meeting.

Channel performance · 30 days

one source of truth

Budget shifted to the top performer — recommendation generated, human approves

04

SharePoint task monitoring

For a remote team, accountability doesn't happen naturally — it has to be built in. Automated reminders, live deadline tracking and a manager-facing progress dashboard were wired into the existing SharePoint environment. Missed deadlines are the exception now, not the rhythm.

Visible to leadership without anyone having to ask.

The outcome

Four systems that talk to each other.

  • Sales

    only works qualified, high-probability opportunities

  • The inbox

    no longer needs to be managed by a person

  • Marketing data

    answers questions instead of raising them

  • Execution

    is visible to leadership in real time

Becks & Clates didn't need more tools. They needed the right ones, wired together correctly. That's the only brief we accepted. Results figures are measured and client-approved before publication — we'll walk through them on the call.

Your build plan, week by week, before you pay anything.

Book a 30-minute call. You'll leave with the first month mapped.

Fixed price · Plan before payment · Reply in 1 working day · Hull, UK