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Case study · Automations and CRM

Five assessments that score, report and follow up on their own

Short assessments that score themselves, email a personal report and add each lead to the CRM.

Leadership and relationship coaching · UAE and Saudi Arabia · 2026

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Overview

The project

Zee Gilmore's work is about how people behave under pressure, at work and at home. The Under Pressure assessments are the way in: short questionnaires that show people the self-protective patterns they fall back on.

We built the assessments as a site of their own. Every answer is scored the moment someone finishes, they get a personal report by email, and their details land in Zee's CRM with everything they told us, ready for follow-up. For the first time, every person who takes an assessment becomes a lead.

Client
Zee Gilmore Consulting
Industry
Leadership and relationship coaching
Where
UAE and Saudi Arabia
Launched
2026

Built with

  • Next.js
  • Supabase
  • GoHighLevel
The challenge

What stood in the way

Five audiences, one system

Leaders, teams, early-career staff, students and couples each needed their own questions, scoring and report, without five separate builds to maintain.

A personal report for everyone

Each result needed its own explanation and next steps, sent straight away, not when someone found time to write it.

No way to collect leads

Before this, there was no way to collect leads at all. Every person who took an assessment needed to reach the CRM with their full context.

Consent done properly

The questions are personal. Storing answers and adding people to a mailing list had to be clearly agreed, never assumed.

What we did

How we fixed it

  1. 01

    Scored the moment they finish

    Answers are scored in code, so the result is the same every time and ready immediately.

  2. 02

    A personal report, sent automatically

    Each person gets an email built from their own results, with next steps and a guide to download.

  3. 03

    Every lead in the CRM

    Names, answers and background details go into Zee's CRM field by field, so follow-up can be targeted.

  4. 04

    Consent recorded, not assumed

    People agree before anything is stored, and joining the mailing list takes a separate, deliberate click.

  5. 05

    Keeps working when something fails

    If the database is briefly down, the report still goes out and the details are kept to add back later.

  6. 06

    Protected from spam

    Limits on repeat submissions stop scripts and accidental resends, without blocking a whole team taking it from one office.

Results

What changed

Assessments, each with its own report
5
Downloadable guides sent with the reports
5
Manual steps between the last answer and the CRM
0
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