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.

Digital Marketing · 250+ clients

Lead Management Platform

A digital marketing company supporting local service businesses in moving, HVAC, plumbing, and roofing had no unified tracking across 250+ client accounts. We built a lead management platform that consolidates sales insights, marketing analytics, and search rankings into one system, setting them up for AI-powered reporting at scale.

20hrs

saved weekly in manual reporting

6→1

reporting platforms consolidated

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B2B · Sales & Client Success

AI Call Analysis & Oversight

A B2B company with an active sales floor and 6 account managers across 250+ clients had zero visibility into what was being said on calls. We built an AI system that analyzes every sales call, client call, and email, giving leadership full visibility without pulling anyone off their core work.

50+

daily calls reviewed, every word

100%

of conversations analyzed

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B2B Marketing Agency · 160 clients

Client Health Monitor

A B2B marketing agency with 160 active clients on monthly billing was blindsided by 3 major churns in a single quarter. We built a real-time health scoring system that detects sentiment shifts across every client touchpoint, surfacing problems weeks before they become cancellations.

80%

of surprise churn now caught early

6 wks

earlier visibility into churn signals

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SaaS · 120 employees

Knowledge Base & SOPs

A fast-growing SaaS company's tribal knowledge was trapped in people's heads. New hires took 3 months to ramp. We built a centralized, AI-searchable knowledge base with version control, Slack integration, and automated staleness detection.

60%

faster new-hire ramp time

85%

of questions answered by AI

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B2C Tech · Series B · $25M raised

Engineering Velocity System

A B2C tech company with 15 people across engineering, product, and design was growing fast but engineering had become the bottleneck. We restructured into weekly sprints with pod-based parallel delivery, then layered AI workflows on every role so engineers, PMs, and leadership could all move faster.

3x

faster task-to-deployment

Weekly

sprint cadence with fast pivots

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Social Commerce · Lean Team

Legal Contract AI Agent

A growing social commerce platform needed to scale contract creation without scaling headcount. We built an AI agent trained on their templates and specialized legal language that drafts agreements from key inputs, highlights critical terms, and generates negotiation scripts, eliminating the lag time of waiting on outside legal counsel.

15 min

from input to contract-ready draft

70%

reduction in outside counsel costs

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Digital Marketing Agency · 15-20 clients/month

Client Onboarding Optimization

A digital marketing agency serving service-based businesses was losing money before work even started. Clients were getting billed for a second month before onboarding was complete. We rebuilt their workflow, automated collection and follow-ups, and deployed AI monitoring to consistently deliver onboarding in 5 business days.

24→5

days average onboarding time

Day 1

work delivered in first billing cycle

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Technology · Customer Acquisition

Automated SEO & Content Engine

A tech company's marketing team was the bottleneck. They couldn't produce content fast enough to build an organic pipeline, and ad management was eating hours every week. We built AI systems that let the same team produce 8-10x the content output while cutting wasted ad spend by 30%.

8-10

blog posts per week, up from 1-2

30%

reduction in wasted ad spend

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