Case Studies & Wins
Thesameplaybook.Yourbusiness.
These highlights are pulled to show breadth: finance, operations, HR, construction, healthcare, recruiting, and marketing. At the retreat, you get this same implementation mindset applied to your bottleneck.
Venture Capital Firm
Recovered 40% of previously unusable contacts, enabling a high-value acquisition.
Built: Lead list enrichment platform with multi-step verification and cross-platform searching.
E-commerce Operations
Saved operations teams over 10 hours per week on inventory reconciliation.
Built: Streamlined inventory management automation across disparate systems.
Enterprise HR Department
Saved the HR team over 20 hours per week in manual review time.
Built: Custom-trained AI agent for application submission and initial screening.
Residential Contractors
1 hour faster per rep in the field; back-office agents saved 5 hours per transaction.
Built: Custom configure-price-quote tool for faster, accurate in-field estimates.
Healthcare Practice
Improved physician collaboration, client experience, and brand perception.
Built: Built a bespoke secure portal with dedicated physician/client access and integrated feedback.
Recruiting Agencies
Created a repeatable outbound pipeline for new client acquisition.
Built: Automated system that scrapes job postings, identifies companies, and starts drip campaigns.
Marketing AgenciesEnd-to-end
outbound support
Marketing Agencies
Improved campaign throughput with consistent outbound operations support.
Built: Delivered targeted lead list generation and automated outbound email sequence execution.
Financial Advisors
Reduced case creation time by over 10 hours per advisor per week.
Built: Automated post-call workflows via email and Slack agents, with human-in-the-loop validation.
Automotive Repair Shop
Reduced administrative burden by over 25 hours per week.
Built: Custom SMS/iMessage AI agent mirroring the owner’s style for FAQs, lookups, and records.