Case Study · 02
A done-for-you creative and AI consultancy — built from scratch, brand and all.
Overview
The Problem
Service businesses — HVAC, plumbing, electrical — are losing 20–30% of their leads every day to missed calls and slow follow-up. They know it. They just don't have the time or technical knowledge to fix it. Most agencies either don't understand the trades, or charge enterprise prices for cookie-cutter solutions.
Trinity Solutions is my creative consultancy serving small businesses in the trades and service industries. I'm responsible for everything — the brand identity, the positioning strategy, the website, and the client experience systems.
It's a live proof of concept: I do for my own business exactly what I do for clients. The brand is the portfolio.
Key Decisions
Role
Founder · Creative Director
Year
2025 – Present
Stack
HTML · CSS · JS · Netlify
What I Built
Full visual identity: logo, color system, typography
Dark SaaS aesthetic — premium, conversion-focused
Positioned as 'done-for-you, not do-it-yourself'
A premium alternative to self-serve platforms
Designed and built the full website
Dark, conversion-focused layout
Built in HTML/CSS/JS, deployed on Netlify
UX, copywriting, and visual direction — all in-house
Defined ICP and pricing tiers
Go-to-market playbook for HVAC and plumbing
Targeting Atlanta metro area service businesses
Outbound systems and lead qualification process
AI Tools & Automation
Trinity isn't just a brand — it's a functioning business built on the same AI and automation tools I sell to clients. Every system below is live, running, and part of how I deliver results at a fraction of the overhead of a traditional agency.
AI Reception
An AI receptionist handles inbound calls, qualifies leads, answers FAQs, and books appointments — 24/7, without a single missed opportunity. For trades businesses, this alone pays for the entire engagement.
CRM & Pipeline
A fully built-out CRM pipeline — from first contact to closed job — with automated follow-ups, job status tracking, and review request sequences. Built in Go High Level and customized for each client's workflow.
Missed Call TextBack
When a call goes unanswered, an automated text fires within seconds — keeping the lead warm and giving them an immediate path to book. Most clients recover 20–30% of previously lost leads within the first month.
Full Automation Suite
From lead capture to closed job, every automation runs in sync — no manual handoffs, no dropped balls. This is the full picture of what's running under the hood at Trinity, and what gets built for every client from day one.
Site Preview