High Cliff Consulting
High Cliff Consulting
High Cliff Consulting
High Cliff Consulting is a soil testing and sewage design firm serving contractors and property owners across the region. We built a fully custom client onboarding and project management system that replaced a paper-based intake process with automated workflows, organized job tracking, and hands-free follow-up.
problem
High Cliff Consulting was doing serious technical work with a serious client load. The expertise was there. The operational infrastructure wasn't. Their packed schedule did not equate to them scaling and taking on more jobs. Every new client meant printed template sheets, handwritten notes, and a text chain that became the de facto project file. Onboarding was manual from start to finish. Follow-ups lived in memory. For a soil and sewage design operation where each job involves site data, test results, design specs, and permit timelines, that level of disorganization had a real cost, significant time per client and mental overhead. Plus, a ceiling on how many jobs could be managed at once before things started slipping. At roughly 250 clients each season, the old system wasn't a quirk anymore. It was a bottleneck.
solution
solution
Jolly Mammoth built a fully custom client operations system for High Cliff. No generic software, no adapting their business/workflow to a template. The platform was configured specifically around how High Cliff's business actually runs. The system handles client intake through an automated onboarding sequence that collects site information, project details, and relevant documentation from day one. No printed sheets. No text chains. Everything lives in one organized client record from the moment a new job enters the pipeline. From there, automated follow-up sequences manage the sales process without the owner manually chasing anything. Open jobs are organized in a project management dashboard view that gives a clear picture of where every client stands, what's pending, and what needs attention.
Projected outcome: a minimum of one hour saved per client. Across 250 clients, that's 250 hours back. Or 6 weeks of full-time labor each busy season. How Jolly would you be with an extra 6 weeks?
There's a version of this problem that every successful small business operator knows. You built something real, clients trust you, the work is good. Yet, the back end of the business ops is held together with habits and memory instead of systems.
Emery at High Cliff wasn't disorganized. He was running a tight operation by force of will. The problem with that model is that it doesn't scale and it doesn't rest. Every new client added weight the system.
The Jolly Mammoth build started with understanding the actual workflow. Soil testing and sewage design isn't a linear process — there are site variables, permit dependencies, scheduling constraints tied to weather and inspections. The system had to reflect that reality, not flatten it into something generic.
What we delivered was less about adding technology and more about giving structure and efficency to something that was already working for over 20 years.
The intake sequence mirrors how Emery already onboards clients, just without the paper. We centralized all client data into one CRM that integrated with the project management tools. The project view reflects how he already thinks about his open jobs, just without the mental overhead of holding it all together himself.
The build is in its final stage. Early indicators suggest a minimum of one hour saved per client, and likely more as the automations fully take over the follow-up load.
year
2026
timeframe
2 months
tools
CRM Automation
category
Custom Smart CRM
see also
High Cliff Consulting
High Cliff Consulting
High Cliff Consulting
High Cliff Consulting is a soil testing and sewage design firm serving contractors and property owners across the region. We built a fully custom client onboarding and project management system that replaced a paper-based intake process with automated workflows, organized job tracking, and hands-free follow-up.
problem
High Cliff Consulting was doing serious technical work with a serious client load. The expertise was there. The operational infrastructure wasn't. Their packed schedule did not equate to them scaling and taking on more jobs. Every new client meant printed template sheets, handwritten notes, and a text chain that became the de facto project file. Onboarding was manual from start to finish. Follow-ups lived in memory. For a soil and sewage design operation where each job involves site data, test results, design specs, and permit timelines, that level of disorganization had a real cost, significant time per client and mental overhead. Plus, a ceiling on how many jobs could be managed at once before things started slipping. At roughly 250 clients each season, the old system wasn't a quirk anymore. It was a bottleneck.
solution
solution
Jolly Mammoth built a fully custom client operations system for High Cliff. No generic software, no adapting their business/workflow to a template. The platform was configured specifically around how High Cliff's business actually runs. The system handles client intake through an automated onboarding sequence that collects site information, project details, and relevant documentation from day one. No printed sheets. No text chains. Everything lives in one organized client record from the moment a new job enters the pipeline. From there, automated follow-up sequences manage the sales process without the owner manually chasing anything. Open jobs are organized in a project management dashboard view that gives a clear picture of where every client stands, what's pending, and what needs attention.
Projected outcome: a minimum of one hour saved per client. Across 250 clients, that's 250 hours back. Or 6 weeks of full-time labor each busy season. How Jolly would you be with an extra 6 weeks?
There's a version of this problem that every successful small business operator knows. You built something real, clients trust you, the work is good. Yet, the back end of the business ops is held together with habits and memory instead of systems.
Emery at High Cliff wasn't disorganized. He was running a tight operation by force of will. The problem with that model is that it doesn't scale and it doesn't rest. Every new client added weight the system.
The Jolly Mammoth build started with understanding the actual workflow. Soil testing and sewage design isn't a linear process — there are site variables, permit dependencies, scheduling constraints tied to weather and inspections. The system had to reflect that reality, not flatten it into something generic.
What we delivered was less about adding technology and more about giving structure and efficency to something that was already working for over 20 years.
The intake sequence mirrors how Emery already onboards clients, just without the paper. We centralized all client data into one CRM that integrated with the project management tools. The project view reflects how he already thinks about his open jobs, just without the mental overhead of holding it all together himself.
The build is in its final stage. Early indicators suggest a minimum of one hour saved per client, and likely more as the automations fully take over the follow-up load.
year
2026
timeframe
2 months
tools
CRM Automation
category
Custom Smart CRM
see also