Case Studies
Real projects, shown by pattern and outcome.
We keep client names and metrics out until they're approved for publication. Every project below reflects an actual engagement and a real problem it solved.
Projects
Where automation and software met a real bottleneck
AI Lead Automation
Speed-to-lead for a multi-agent real-estate team
- Challenge
- Portal and paid-ad leads arrived faster than agents could call them. Many went cold before a first conversation, and follow-up was inconsistent.
- Outcome
- Every inbound lead now receives an immediate call and a structured follow-up sequence. Agents start their day with booked appointments instead of a list to dial.
- AI Calling Agent
- GoHighLevel
- Twilio
- Google Calendar
Customer Communication
Turning missed calls into booked jobs for a home-services company
- Challenge
- Calls during jobs and after hours went to voicemail. Prospects hung up and called the next company on the list.
- Outcome
- After-hours inquiries are now captured and scheduled instead of lost. The office team starts each morning with a populated job board.
- AI Receptionist
- Twilio
- Make
- Airtable
Workflow Automation
Automated onboarding and CRM hygiene for a B2B SaaS
- Challenge
- New trial signups triggered a chain of manual steps: account setup, CRM records, welcome sequences and internal handoffs — each a chance to drop a customer.
- Outcome
- Onboarding runs the same way every time, sales sees high-fit trials immediately, and CRM data stays clean without manual upkeep.
- n8n
- Custom API
- Stripe
- HubSpot-compatible CRM
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