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TheChefz

TheChefz had outgrown a patchwork of tools, Trello, WordPress, HelloSign and a custom portal, each operating in isolation. 9H was brought in to unify these into a single, intelligent platform: migrating existing data, building custom API integrations, automating the full sales pipeline, and eliminating the manual handoffs that were slowing the team down as the business scaled.

CHEFZ case study 2014 x 1400 px
Blurred kitchen photo with a diagram of project discovery steps, TheChefz case study

One Platform, Full Visibility

Operating across four disconnected systems meant no single source of truth. By centralising everything into one platform, TheChefz gained complete visibility over contacts, companies, deals and pipelines — giving leadership the clarity needed to make faster, more confident decisions.

Custom Middleware Built for Real Complexity

Off-the-shelf automation wasn’t enough. 9H Digital engineered bespoke AWS Lambda middleware to bridge gaps between systems, handling data flows and triggers that no native integration could accommodate, a purpose-built solution designed around TheChefz’s exact operational needs.

WordPress Lead Capture, Directly Wired In

Enquiries coming through the WordPress website were previously logged manually. A custom API integration now pushes form submissions directly into the centralised platform in real time, keeping the sales pipeline clean, current and free from human error at the point of entry.

Contract Automation That Moves at the Speed of the Deal

When a deal reaches the contract stage, the platform now automatically generates accurate, deal-specific documents and triggers signing workflows via HelloSign and SignNow, removing delays, reducing back-and-forth, and keeping high-value deals moving without unnecessary friction.

A Pipeline Built to Scale

The new sales pipeline includes rotating deal ownership, stage-specific automated notifications and a dedicated onboarding flow for new contracts. The result is a structured, rules-based system that grows with the business and reduces the operational burden on the team.

TheChefz challenge slide with a user icon and the pain points of manual data transfers
TheChefz strategy slide mapping a custom portal, WordPress, Trello and HelloSign
TheChefz integration slide: Trello as a centralised data migration strategy
TheChefz impact and result slide: consistent data and seamless notifications

Summary

TheChefz came to 9H with a clear problem: too many tools, too much manual work, and a setup that couldn’t keep pace with their growth. By consolidating their entire operation into one centralised digital platform, and building the custom integrations needed to make it truly work, 9H delivered something beyond a technical migration. They gave TheChefz a smarter way to operate. From automated contract generation to real-time lead capture, every part of the workflow now runs with precision. The result is a leaner, faster and more scalable business, ready to grow without growing its operational overhead.

TheChefz dark logo mark on a peach gradient window

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