

Morelly is a multi-vertical business with three distinct service offerings. They know their market well, but by the time Growth Machine came on board, the systems, brand, and customer experience hadn't kept pace with the vision.
Duncan and his team initially brought Owen in to build out their marketing. What emerged was a bigger problem: three silos serving different customers, with no unified thread connecting them. Customer touchpoints were manual, the tech stack was fragmented, and the experience was inconsistent at every turn.
Like most business owners, Duncan's team was too busy delivering for customers to work on the business itself.
As Duncan put it: "The builder's house is never built."
Get clear on the three business segments: what each offers and who it's for
Systemise and automate the customer experience so every client gets the same quality journey
Consolidate the tech stack into something that actually works together
Build brand presence and content that drives awareness without requiring constant attention
Free up leadership to run the business, not run every project inside it.
Not as a one-dimensional vendor, but as a project lead with the critical thinking to take a rough brief, map the full picture, pull in the right people, and get it done.
Business Segmentation: Worked through Morelly's three verticals: IT, agency, and phone, creating clear delineation around what each offers, who it's for, and how it's sold.
CRM & Tech Stack Integration: Migrated from Zoho and a fragmented ~20-app stack to just 1 integrated platform - Growth Machine CRM - ensuring data flows correctly across all three business verticals.
Customer Experience Automation: Built automated email sequences (including the "Cyber Security Onboarding Email Series" educational series) so every new client gets a consistent, high-quality onboarding experience.
Brand Identity & Content: Took the new brand identity and pushed it live across LinkedIn, Facebook, email, and the website utilising both video and customer focused content to move leads down the sales funnel.
SEO-Optimised Website & Onboarding Portal: Designed and built a new SEO-optimised website and a dedicated client onboarding portal, giving every new client a seamless, professional first experience.
Sales Coaching: Sat in on live sales calls with Sam and Duncan, coaching in real time using the Growth Machine Conversational Development Framework to sharpen discovery, communication, and close.

3 business units fully defined with each of its own process and customer journey
Tech stack cut from ~20 apps to 1 across all 3 verticals
SEO-optimised website and 100% automated onboarding live for a consistent experience, without manual effort.
10+ clients immediately opted into the Cyber Security Email Series, validating the content strategy
Brand live across all channels refreshed with new identity and video.
Duncan freed from day-to-day delivery


A business that runs with rhythm.
A team that moves with clarity.
More time for what matters to you.
That's what your Growth Machine is built to deliver. I work inside your business to align strategy, sales, and systems into a structure your team can run.
The result is a business that grows from the inside out, with IP you own and momentum that lasts long after I've stepped away.
If you're ready to see what a Growth Machine could do for your business, get in touch today.

Growth Machine helps business owners turn vision into traction by embedding strategy, sales, and systems that scale from the inside out. Connect with me on socials