Case Studies

Real systems we've built for real businesses.

Every engagement is custom to your business. Here are a few examples of how we've identified bottlenecks and implemented systems, processes, and AI to help teams do more with less.

Sales & Calls Digital Marketing Agency · Law & Home Services

AI Call Grading That Trains Account Managers

AI grading of a marketing agency's own client calls, turned into a playbook and video training that teaches account managers what its best calls do.

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Customer-Facing AI Wellness Franchise · 40+ locations

AI Receptionist That Answers and Books

An AI receptionist that answers the calls and texts the front desk can't, knows members by name, and books into the live schedule.

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Customer-Facing AI Design Marketplace · Collector Events

AI Shopping Companion for Collectors

A shopping companion on every page that knows the shopper's orders, the piece they're viewing, and the whole catalog, with private data kept private.

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Internal Ops Design Marketplace · Ops & Support

AI Ops Assistant That Knows the Database and Code

An assistant in the admin that answers ops, logistics, and support questions from the live database and code, with step-by-step admin guidance.

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Platforms Digital Marketing Agency · Local Services

A Reporting Platform That Proves Client Value

A platform we designed and an agency's team built that shows each client the calls, rankings, and work their retainer paid for.

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Internal Ops Design Marketplace · Lean Team

AI Chief of Staff for a Flat Team

Daily accountability without managers: an AI chief of staff that turns a CEO's goals into a personal check-in for every team member, twice a day.

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Platforms Wellness Franchise · ~50 locations

A Booking and POS Platform the Franchise Owns

A booking, checkout, and client platform the franchise owns, with each location's history reconciled to the cent before it switches.

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Platforms Digital Marketing · 250+ clients

One Lead and Revenue View Across 250+ Clients

One system that tracks every lead from first touch to closed deal across a marketing company's 250+ client accounts.

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Sales & Calls B2B · Sales & Client Success

AI Oversight for Every Sales and Client Call

AI review of every sales call, client call, and email, so leadership sees what's said without hiring someone to sit on calls.

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Sales & Calls B2B Marketing Agency · 160 clients

Client Health Scores That Flag Churn Early

A live health score for every client, built from calls, emails, and messages, that flags churn risk weeks before the cancellation.

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Internal Ops SaaS · 120 employees

An AI-Searchable Knowledge Base

An AI-searchable knowledge base with version control and a Slack integration that cut a SaaS company's new-hire ramp time by 60%.

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Growth & Speed B2C Tech · Series B · $25M raised

Engineering Velocity System

Weekly sprints, parallel pods, and AI workflows for every role that made a 15-person product team ship 3 times faster.

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Internal Ops Social Commerce · Lean Team

AI Contract Drafting Without the Legal Wait

An AI agent that drafts contracts from the company's own templates in 15 minutes, flags key terms, and writes negotiation scripts.

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Internal Ops Digital Marketing Agency · 15-20 clients/month

Client Onboarding in 5 Days, Not 24

A rebuilt onboarding workflow with automated collection, follow-ups, and AI monitoring that delivers every new client in 5 business days.

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Growth & Speed Technology · Customer Acquisition

Automated SEO & Content Engine

AI systems that let a lean marketing team publish 8 to 10 times more content and cut wasted ad spend by 30%.

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