Case Studies
What this looks
like in practice
These are the five automation patterns we build most often — shown as composites of real engagements. Client details are anonymized at this stage. As we close founding engagements with signed case study agreements, named client results will appear here.
Founding client opportunity
The first two clients get a reduced audit rate ($1,500 vs $2,500) in exchange for a detailed, named case study. Your story becomes the proof that helps other businesses make the same decision.
Apply for founding rate →From 4-hour average to 4-minute response
Situation
A multi-service home services company was losing jobs to competitors simply because leads sat unanswered while the owner was on job sites. By the time callbacks happened — often the next day — the customer had already booked someone else.
What we built
We built an AI-powered lead intake and response system connected to their website form, Google Business profile, and voicemail transcription. New leads trigger a personalized follow-up within 5 minutes — in the owner's voice — with a booking link.
Results
- →Average lead response time: 4 hours → under 5 minutes
- →Estimated $3,200/month in recovered jobs in first 90 days
- →Follow-up sequence runs through day 7 automatically
- →Owner untouched — system runs while he's on the job
Two hours of dispatch work, automated
Situation
A growing trades company was spending 2+ hours every morning coordinating crew schedules — calling people, resolving conflicts, confirming job details. The operations manager was essentially a full-time dispatcher.
What we built
Smart scheduling automation connected to their booking system and crew calendar. New jobs are automatically assigned based on location, crew availability, and job type. Crews get assignments via text. Changes trigger automatic re-routing.
Results
- →Dispatch time reduced from 2+ hours to 15 minutes of review
- →No-show rate dropped 40% with automated day-of reminders
- →Ops manager reassigned to client communication and upsells
- →Built and deployed in 3 days
Estimates out in minutes, not days
Situation
A specialty contractor was excellent at the work but slow at paperwork. Estimates took 1–2 days to get out because writing them up was painful. Several jobs went to faster competitors while quotes sat in draft.
What we built
An estimating workflow that takes job notes from a voice memo or text message, pulls the contractor's labor rates and materials library, and generates a formatted, client-ready estimate in under 3 minutes. Review, adjust, send.
Results
- →Estimate turnaround: 1–2 days → under 10 minutes
- →Close rate improved — speed signals professionalism to clients
- →Contractor reclaimed 5+ hours/week previously spent on paperwork
- →Template library built for 8 common job types
Recovering revenue without awkward calls
Situation
Chasing unpaid invoices was the most uncomfortable part of the business owner's week. Invoices were going 30–60 days past due because nobody wanted to make the call. Cash flow was suffering.
What we built
An automated payment follow-up sequence connected to their invoicing system. Day 3 past due: polite AI-written reminder with payment link. Day 7: slightly more direct follow-up. Day 14: owner flagged for personal attention. Escalating tone, always professional.
Results
- →Average days-to-payment dropped from 28 to 17
- →Reduced manual follow-up calls by 85%
- →Recovered an estimated $8,400 in first-quarter outstanding invoices
- →Owner only touches the cases that genuinely need human escalation
Monday morning clarity, automatically
Situation
The owner of a growing multi-trade operation had no reliable way to see the week ahead without manually pulling reports from three different systems. He was making decisions with a week-old picture of the business.
What we built
A weekly operations report that pulls from their scheduling system, invoicing platform, and CRM every Monday at 7am. Claude analyzes the data and writes a plain-English summary: wins from last week, open items, what needs attention, and suggested priorities.
Results
- →Owner gets accurate weekly picture without touching three systems
- →Bottlenecks identified 5–7 days earlier than before
- →Report takes 2 minutes to read vs. 40 minutes to manually compile
- →First report generated within 48 hours of kickoff
Want results like these
in your business?
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