Case studies
Results that speak for themselves.
Real businesses, real problems, real outcomes. Every case study below is a business operating system built from scratch — operations audited, system designed, tools configured, team trained.
Talent Agency Hours of work, now seconds
One Airtable system running the agency's entire candidate pipeline, from submission to signed. Automated matching against 60+ client profiles, one-click invitations, and contract tracking replace a tangle of Google Sheets.
Talent agency (anonymized)
Healthcare Onboarding cut from 21 days to 8
A single Airtable platform running home care operations, from caregiver records and credentials to compliance and reporting. Five disconnected tools consolidated into one source of truth that stays audit-ready every day.
Affinity Care Minnesota
Professional Services Multi-level client management system
A unified Airtable system managing two-level compliance across a dozen provider-clients, with a self-service portal where each provider tracks its own status. Documents route automatically from PandaDoc to Google Drive, with no staff in the loop.
C.A. Ellis & Associates
E-commerce Faster follow-ups, faster sales cycles
A single operating system for leads, orders, and installations, with AI that scores every lead the moment it arrives. Five disconnected tools consolidated into one source of truth, with real-time visibility across the whole pipeline.
Casa Blui
Financial Services 30–40% less headcount projected
A custom CRM that turns website chat into qualified deal flow, with a RAG-powered chatbot that pre-qualifies traffic and an algorithm that matches companies to investors in real time. Manual deal tracking and investor matching, gone.
Cirrus Capital
Agency 99% faster onboarding
A three-tier automation system that runs client onboarding end to end, with no human step at any stage. An 8-step manual process that once took hours now finishes in under a minute.
Nomads Cast
Consumer Services 40 hrs/wk saved
An automated retention engine rebuilt on a CRM that stored data but drove no action. Client follow-ups the team used to run by hand now run themselves, recovering a full-time role's worth of capacity.
Scenthound
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