Case Studies
Deep dives into transformative client engagements
Challenge
Case data was siloed across tools, slowing progress and burning out staff.
Solution
A custom CRM automated every step of the case lifecycle, including 20+ document templates.
Key Result
Reduced
Marketing Agency Scheduling Automation
Marketing
Challenge
Manual scheduling created delays, no-shows, and lost productivity.
Solution
A client-facing booking system automated scheduling, reminders, and content delivery.
Key Result
Reduced
Challenge
Students couldn't find existing videos and constantly messaged staff for links.
Solution
An AI assistant delivered video content via semantic search and natural language queries.
Key Result
Eliminated
Project Management & History Tracking
Agency Operations
Challenge
Scattered updates made it impossible to track progress or use AI agents effectively.
Solution
A structured project history system auto-logged updates via Slack and centralized all data.
Key Result
Established
High-Converting Funnel & Calendar Tool
Marketing & Sales
Challenge
Lead qualification and appointment scheduling were manual and inconsistent.
Solution
An intelligent form and scheduler filtered leads and synced bookings with backend systems.
Key Result
Increased
AI-Powered Content Generation & Management
Content Creation
Challenge
Content production was too slow and inconsistent, with weak early AI outputs.
Solution
A CMS combined AI script generation with human-in-the-loop approval and brand templates.
Key Result
Accelerated
Ready to Transform Your Business?
Let's discuss how we can help streamline your operations and unlock growth opportunities for your business.
Start a Conversation