Case Studies

Real Results, Real Infrastructure

Every engagement starts with an audit and ends with production systems that run without us. Here's what that looks like in practice.

Professional Services

An Operating Platform for a Multi-Line Professional Services Firm

We audited operations across two service lines and identified that 70% of repetitive client intake could be automated, returning 15+ hours per week to the team.

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70%

Manual intake automated

15+

Hours returned weekly

4 Weeks

Timeline

Transportation

An Operations Platform for a Regional Transportation Company

We automated dispatching, appointment reminders, GPS tracking, and driver coordination for a 100+ vehicle fleet handling 1,000+ daily trips, reducing manual coordination by 60%.

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60%

Coordination reduced

100+

Fleet size

6 Weeks

Timeline

Home Care

A Lead-and-Hire Operating System for a Home Care Enterprise

We deployed an AI call handling system that filters 100% of inbound volume, separating care inquiries from job applicants. Sales now speaks only to qualified leads.

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100%

Calls filtered

+40%

Sales efficiency

3 Weeks

Timeline

Business Brokerage

An Operating System for a Modern M&A Brokerage

We replaced a patchwork of CRM automations, file folders, and manual broker handoffs with a unified comms layer. Lead-to-broker handoff dropped from 24 hours to under 90 seconds.

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< 90s

Lead handoff time

+3x

Kit engagement

6 Weeks

Timeline

Home Services

An In-House Operating Platform for a High-Growth Home Services Brand

We built a video production pipeline and a public-facing estimator with source-attributed dashboard for a roofing contractor scaling six-figure monthly ad spend. Content cost per finished cut dropped from $400 to under $30.

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-92%

Cost per video

10+

Cuts shipped weekly

8 Weeks

Timeline

Insurance Brokerage

An Operating Platform for a Bilingual Insurance Brokerage

We deployed a Claude-powered SMS chatbot, a 34-message lifecycle sequence engine, an automated COI tracker, and a daily-publishing bilingual blog on one shared data layer. First-response time collapsed from hours to under 60 seconds.

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< 60s

First response

EN + ES

Languages

5 Weeks

Timeline

Home Health

A Workforce Compliance Platform Replacing Spreadsheets and Make.com

We replaced a Make.com plus spreadsheets workflow with two purpose-built services for missed-punch detection and credential expiry. The agency eliminated a dedicated compliance admin role and recovered 15+ hours per week.

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15+ /wk

Admin hours recovered

100%

Compliance coverage

4 Weeks

Timeline

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