Home/Work/The Plan Company

Case study

The Plan Company.

A public site that leads with price, and a private portal that quietly fixes how the work gets done.

Client
The Plan Company
Sector
Planning consultancy in London
Scope
Public site + three role portal
Status
In build
Build in progress
The Plan Company
The brief

What Sean came to me with.

The Plan Company is a busy London planning consultancy. Three packages, four engineers, lots of moving jobs. The old site at theplancompany.co.uk had done its job for a while, but it hid the prices, made the contact route a little hard to find, and didn't really explain the difference between a Loft Conversion, a Home Extension, and the Combo.

Behind the scenes, the team had outgrown Monday.com. Staff could see jobs they shouldn't, clients chased status by email, and there was no clean way to take a deposit, mark a plan as ready, or hand a job from one engineer to the next.

Sean wanted one modern system that does both jobs. A public site that converts the right visitors into paying clients, and a private workspace where the work itself happens without the daily friction.

What I built

One system, three views.

The site and the portal share a single database, a single sign in, and a single tone of voice. What you see depends on who you are.

i.

A price led homepage. The three packages above the fold, with the prices visible. The wedge against competitors who hide theirs.

ii.

An instant quote calculator. A short flow that gives a real number, then drops the visitor into a deposit checkout.

iii.

Service pages, case studies and a blog. Self updating from a clean admin, no WordPress, no plugin updates.

iv.

A client portal. Live project status, downloadable drawings and invoices, PDF markup for amendments, pay deposit and balance online.

v.

A staff portal with strict role isolation. Each engineer sees only the jobs assigned to them, enforced at the database, not just the screen.

vi.

An admin dashboard for Sean. Every job, every payment, every audit log entry, with the ability to add staff, assign permissions and approve amendments.

vii.

A job handoff workflow. Building control complete, transfer the job and the files to structural calcs in one step.

viii.

Overdue stage alerts and email notifications. The system flags jobs sitting too long in a stage, and pings the right person to act.

The result

Once it's been live a while.

[REPLACE WITH REAL OUTCOME]

The Plan Company is mid build at the time of writing. This section will be filled in once the new site has been live long enough to talk about it honestly. Things I'll measure with Sean: enquiry to paid client conversion, average days from deposit to plans ready, staff time saved versus the old Monday.com setup, and how many "where are we?" emails the inbox stops seeing.

If you're reading this and that section still says "replace with real outcome", that's Dom not yet having had the right conversation with the client. Nudges welcome.

The stack

How it was built.

Hand coded, mobile first, fast on a 4G connection, GDPR compliant from the first line. No page builders, no platform that owns the data, no surprise plugin updates breaking things on a Tuesday morning.

Front end

Hand written HTML, CSS and JavaScript for the public site. Real semantic markup, accessible by default, tuned for Core Web Vitals on the kind of phone a busy homeowner actually uses.

Hosting and delivery

Netlify for static hosting and serverless functions. Global edge delivery, automatic SSL, daily backups, instant rollbacks if anything ever goes sideways.

Database and auth

Supabase in the EU for the portal data, with row level security enforcing role isolation at the database layer rather than just in the interface.

Analytics

Plausible analytics, privacy friendly, cookie free, UK and EU compliant. No tracking pixels, no banner asking visitors to agree to things they shouldn't have to.

Like this? Send me a message.

If you've got a small UK business that deserves a proper website and a calmer way of working behind the scenes, I'd be happy to have a chat.

Send a message

Back to all work